SelfWealth Integrations

Company compliance software, empowering professionals to automate workflows and efficiently manage company compliance. Quickly and easily customize documents (in Word) and email templates (in plain text, rich text or HTML) with your firm’s logo and unique branding style. World-Class Integration CAS 360 integrates with industry leading practice management, company document and e-signature providers to ensure you have a seamless and efficient experience. Easily upload, lodge and edit documents or view a documents history. Quickly filter all documents for all companies from a global document screen in CAS 360. Automated Smart Annual Review alerts and filters to help manage received, upcoming and missed annual reviews. Automated production of a full set of compliant documents for every change made to your corporate registers. Ability to automatically compare your company data with ASIC’s company data.

An integrated, effective and practical platform that helps you manage the key areas of your compliance program and make better decisions. Manage your third parties across their entire lifecycle, including compliance risk assessments, due diligence, screening and monitoring, auditing and reporting, and offboarding. Our platform is designed by former compliance officers and has been built from the ground up with one sole purpose in mind: to meet the needs of compliance managers. The scale of our technology offerings suits enterprises with minimal requirements through to global Fortune 500 companies that regularly deal with hundreds of thousands of third parties across every continent. Configurable and personalized workflows align to your organization and third-party processes. Solution architecture that allows you to integrate with hundreds of systems – including SAP, SalesForce, Oracle and HRMS systems – using a standard API model.