Silver | Gold | Platinum | |
---|---|---|---|
Features | |||
Import Documents | ✔ | ✔ | ✔ |
Archive Documents | ✔ | ✔ | ✔ |
Publish Documents | ✔ | ✔ | ✔ |
Reminders | ✔ | ✔ | ✔ |
Advisory System Basic | ✔ | ✔ | ✔ |
Compliance Documents / Electronic Signature | ✔ | ✔ | ✔ |
Testing And Questionaires | ✔ | ✔ | |
Categories | 1 | 2 | 4 |
Reporting | ✔ | ✔ | ✔ |
HTML Editor | ✔ | ✔ | |
Automated Reminders | ✔ | ✔ | |
Expiration And Auto Notifications | ✔ | ✔ | |
Automated Reporting | ✔ | ✔ | |
Alternate Emails | ✔ | ||
Advisory Staging | ✔ | ||
Compare/Previous Documents | ✔ | ||
Import Users and Members | ✔ | ||
Automatic Linking of Documents | ✔ | ||
Source document management | ✔ | ||
Optional Items - Available for all Levels Priced Individually - Inquire For Pricing |
|||
Batch Import of Docs | ✔ | ✔ | ✔ |
Forms | ✔ | ✔ | ✔ |
Active Directory Real-time Authentication | ✔ | ✔ | ✔ |
Single Sign On | ✔ | ✔ | ✔ |
Multi-Language | ✔ | ✔ | ✔ |
Public Portal | ✔ | ✔ | ✔ |
On-premise hosted Application | ✔ | ✔ | ✔ |
Message Board | ✔ | ✔ | ✔ |
User List | ✔ | ✔ | ✔ |
Open API | ✔ | ✔ | ✔ |
Support Options | |||
Phone and Email Support | ✔ | ✔ | ✔ |
Weekly Instructor-led Training Webinars | ✔ | ✔ | ✔ |
One-hour training session with a live Instructor - First Six Months | 2 | 6 | 12 |
One-hour training sessions with a live Instructor Annually Therafter. Additional provided at $250 / hour. | 2 | 4 | 6 |