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What is iSpec DMS?

When drafting contracts, various sections can either be locked or modified, allowing for flexibility in tailoring the document. Each contract or project consists of a set of distinct "template terms," some of which can be adjusted to align with the unique needs of the project, such as duration or scope. However, certain terms are "locked" to maintain adherence to the organization's governance and risk management policies, including critical areas like indemnity, intellectual property rights, and insurance, which project teams cannot alter. This system eliminates the risk of overlooking necessary updates related to state laws and other regulations. Additionally, certain documents may include intricate compliance obligations, where failure to comply could lead to hefty fines, license revocations, or even criminal charges. Regulations such as Sarbanes-Oxley and HIPAA, along with federal and state laws, impose stringent requirements for privacy and security. Each clause and section in the template library is assigned a designated review period, and when this period expires, an automated email notification is sent to the responsible parties to prompt a re-evaluation. This ensures ongoing compliance and up-to-date governance practices throughout the lifecycle of the contract.

What is Equisoft/plan?

Our all-encompassing financial planning software, meticulously crafted with regulatory adherence at its core, enables you to thoroughly assess your clients' current situations and devise dependable strategies for their future. Its intuitive interface simplifies the process of compiling vital information about assets, liabilities, income, and expenses into one centralized platform. With projections for retirement and insurance needs, you can effectively consider every possible aspect of your clients' financial health. You have the autonomy to accept, modify, or reject the suggestions made by the software, which aids in maximizing your efficiency and resource allocation. By leveraging either regularly refreshed data or specifically tailored assumptions, you can maintain consistency with your firm's established protocols. Furthermore, our adaptable report templates empower you to cater to your client’s distinct requirements, allowing for the incorporation of detailed, personalized information in every segment of the report, which enhances its relevance and connection. This individualized approach not only fortifies client relationships but also elevates the standard of financial advice delivered, ultimately creating a more satisfying experience for both advisors and clients alike. In doing so, the software not only streamlines processes but also fosters a deeper understanding of your clients' needs.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29/m/u
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

Remy InfoSource

Date Founded

2004

Company Location

Singapore

Company Website

www.remy-is.com

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

www.equisoft.com/products/wealth-planning-plan

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

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