Your compliance team requires one place to submit, track, approve and archive compliance information. Simple Compliance Portal is our flagship product that combines the power of Simple Compliance Calendar, with our web-based data gathering forms and customizable workflows.
Simple Compliance Portal gives firms a dashboard for their compliance and executive teams, combining the power of our Simple Compliance Calendar and online data gathering tools. Whatever information you need to collect, we provide a solution that includes workflows, route requests, approvals and acknowledgements to your team members.
Pricing is simple as it consists of only a reasonable monthly fee. We do not require a license fee for each user or employee.
Advertising Submission, Outside Business Activity, Employee Onboarding, Attestations and more are included in the Portal.
Designed by Compliance Officers for Compliance Officers with simplicity, automation, and scalability in mind.
Designed to run on any browser for maximum accessibility, from desktops to tablets, to any Apple or Android device.
When working with any consulting firm, you can allow them access to your own Portal.
Our enterprise solution gives Compliance Firms a master dashboard with access to all your client's dashboards, submissions, and information. Simple reporting allows you to work with clients, regulators, and your team to complete tasks and document work.