| 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 |