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What is TRAction?

Many companies provide assistance with trade and transaction reporting, with some specializing in software for data extraction and conversion, while others focus on regulatory compliance guidance, and additional firms act as intermediaries to handle trade reporting for clients. Nonetheless, TRAction distinguishes itself in this competitive landscape. Rather than just serving as a software provider, consultant, or reporting agent, TRAction takes a proactive approach by extracting, analyzing, and formatting your data to meet the requirements set forth by the relevant trade repository. We manage your registration process with a trade repository, emphasize affordability, and rectify any data discrepancies on your behalf. Our offerings also encompass clarifying regulatory obligations, ensuring that your business stays compliant, and keeping you informed about any regulatory changes. For deeper insights and updates on trade and transaction reporting frameworks such as ASIC, EMIR, MiFIR, SFTR, MAS, and others globally, we encourage you to explore our blog for the latest discussions and information. Staying informed about these changes not only facilitates compliance but also equips your organization to navigate an increasingly complex regulatory environment effectively. By leveraging our comprehensive services, you can focus on your core business while we handle the intricacies of reporting and compliance.

What is CAS 360?

Compliance software tailored for businesses enables professionals to enhance workflows and effectively manage compliance obligations. Users can quickly and easily update documents in Word and modify email templates in various formats, seamlessly integrating their organization's logo and unique branding. With exceptional integration capabilities, CAS 360 connects with prominent practice management, document management, and e-signature platforms, ensuring a fluid and efficient user experience. Document management is simplified, allowing users to upload, submit, and edit files while maintaining access to a detailed history of each document. The platform also facilitates quick filtering of documents across all clients through a centralized global document interface within CAS 360. Automated notifications and filters for Smart Annual Reviews help users track received, upcoming, and overdue annual reviews efficiently. Moreover, it produces a comprehensive set of compliant documents for any changes made to corporate registers, guaranteeing both accuracy and adherence to regulations. Additionally, the software features a tool that enables users to automatically cross-check their company records against the data supplied by ASIC, ensuring that businesses stay current and compliant with regulatory requirements. This level of integration and automation significantly reduces the administrative burden on organizations, allowing them to focus more on their core activities.

Media

Media

Integrations Supported

Integrations Supported

Adobe Acrobat Sign
Cloudoffis
Diversiview
Docusign
FuseSign
GreatSoft CRM
Registry Direct
Sage CRM
SelfWealth
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$13 per year

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

TRAction Fintech

Date Founded

2015

Company Location

United Kingdom

Company Website

tractionfintech.com

Company Facts

Organization Name

BGL Corporate Solutions

Date Founded

1983

Company Location

Australia

Company Website

www.bglcorp.com/cas-360/

Categories and Features

Regulatory Reporting

Not specified

Categories and Features

Compliance

Archiving & Retention
Version Control

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