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What is ProActivity Suite?

ProActivity utilizes a vast EHS Regulatory Library to provide timely, customized guidance and insights that cater to the needs of users. Each user is assigned specific tasks based on their roles or functions, along with automated alerts and notifications to keep them informed. The platform incorporates Decision-Tree-LogicSM to help in crafting compliance profiles effectively. To maintain accuracy and relevance, regulatory requirements and audit protocols are regularly updated. Users are supported by straightforward, plain-language summaries that form a dependable knowledge base. The platform features customized dashboards that provide an extensive overview of global compliance status, and elements such as locations, forms, alerts, and dashboards can be adjusted to fit particular needs. Access is governed by permission-based controls tied to user profiles and characteristics. Enhanced usability is facilitated through both system-defined and user-defined data views and dashboards, while a configurable Home Screen allows for one-click access to essential data. Furthermore, the platform aggregates action items from compliance requirements, audit outcomes, incidents, and other events, thereby ensuring real-time visibility into compliance status and EHS performance metrics. This holistic strategy not only simplifies processes but also fosters informed decision-making throughout the organization, ultimately driving better outcomes in environmental health and safety management.

What is Deloitte Compliance Suite?

The Compliance Suite platform stands out as a dynamic and cutting-edge technology solution tailored to aid in the preparation and submission of a variety of regulatory documents, such as the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, as well as other filing requirements like Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. In addition to these functions, it provides extensive tools for managing risks, monitoring performance, and overseeing pipelines and relationships within the asset management industry. This adaptable and user-friendly solution meets the demands of contemporary business, risk, and regulatory landscapes, offering the flexibility required for success. The architecture of the Compliance Suite is designed for customization, allowing it to be utilized for a range of applications beyond regulatory compliance. Moreover, it acts as a comprehensive data repository for internal risk evaluations and investor reporting, incorporating features such as a customizable dashboard and fund performance charting to further enhance the user experience. Ultimately, this innovative platform equips asset managers with the means to optimize compliance workflows and bolster operational productivity, ensuring they stay ahead in a competitive market. By streamlining these processes, the Compliance Suite not only saves time but also enhances the accuracy of regulatory submissions.

Media

Media

Integrations Supported

ABBYY Mobile Capture
AWS GovCloud
Appway Digital Banking
Cevinio
Exponential AI Enso
MishiPay
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Partner Relationship Management
Oracle Unity Customer Data Platform
PlainID
REACH
RedShield
ServiceNow Integrated Risk Management
Sorbet
ThetaRay
TransferMate
Veritone Discovery

Integrations Supported

ABBYY Mobile Capture
AWS GovCloud
Appway Digital Banking
Cevinio
Exponential AI Enso
MishiPay
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Partner Relationship Management
Oracle Unity Customer Data Platform
PlainID
REACH
RedShield
ServiceNow Integrated Risk Management
Sorbet
ThetaRay
TransferMate
Veritone Discovery

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dakota Software

Date Founded

1988

Company Location

United States

Company Website

www.dakotasoft.com/proactivity-suite

Company Facts

Organization Name

Deloitte

Date Founded

1845

Company Location

United Kingdom

Company Website

www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-compliance-suite.pdf

Categories and Features

EHS Management

Audit Management
Corrective / Preventive Actions
Environmental Management
Environmental Risk Assessment
Forms Management
Incident Management
Industrial Safety Management
Injury Reporting
Inspection Management
MSDS
OSHA Recordkeeping
Occupational Health Management
Safety Risk Assessment
Training Management
Waste Management

EMS

Availability Indicator
Billable Items Tracking
Daily Unit Loading Analysis
Dispatch Monitoring
EMS Service Roles Time Clock
Electronic Signature
Equipment Tracking
Fleet Management
NEMSIS Compliance
Patient Database
Point-of-Service Data
Refusal Statements
Shift Management
Supply Management

Environmental

Air Management
Auditing
Compliance Management
Document Management
Emissions Inventory
Hazardous Materials Control
Sustainability Management
Training Management
Waste Management
Water Management

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Waste Management

Billing & Invoicing
Customer Accounts
Customer Database
Equipment Tracking
Inventory Management
Routing
Scheduling
Waste Disposal
Work Order Management

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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