About Kollate-it
Kollate-it is a RegTech compliance software from Werkflo that serves the financial services and trust market industries. It combines due diligence, compliance management, and risk tracking to help organizations meet their regulatory obligations efficiently. The platform allows users to set, adjust, and monitor risk management activities at any time, while also facilitating faster and more organized audit processes. With features such as collaborative chat functionality and easy navigation, teams can work together effectively and stay informed about compliance requirements. Key capabilities: due diligence tracking compliance management risk management activities audit organization collaborative tools Best for: financial services firms and trust market professionals that need to manage regulatory compliance efficiently.
Kollate-it by Werkflo is a powerful and adaptable compliance and due diligence platform designed to meet the needs of financial services, trustees, and other regulated industries. It provides a centralized solution for Governance, Risk, and Compliance (GRC) activities, streamlining processes, improving automation, and offering real-time data insights. By consolidating compliance, risk management, audit management, and document control into one platform, Kollate-it enables organizations to maintain regulatory standards while increasing operational efficiency. Its extensive features, including customizable dashboards, workflow automation, and comprehensive reporting tools, make it a highly functional tool for businesses that require rigorous compliance tracking. The user interface of Kollate-it is built for efficiency and practicality rather than aesthetics. While it may not be the most visually modern platform, its strength lies in its intuitive navigation and adaptable features. Users can customize dashboards to align with their specific needs, making it a flexible tool for various compliance and risk management workflows. The ability to configure and modify requirements continuously enhances its usability, allowing businesses to adjust their compliance and due diligence processes dynamically.
Pros & Cons
- +Simplifies regulatory compliance for financial services firms.
- +Automates processes, manages risks, addresses breaches, and significantly reduces costs (e.g., through reduced audit workloads).
- +Offers management dashboards with progressive, month-by-month reporting on obligations.
- −Limited customization options for compliance and risk assessments
- −Steep learning curve for new users
- −Requires ongoing efforts to educate the market and showcase its benefits to users.
Features
Key features
- Due Diligence
- Improves risk management by facilitating thorough due diligence processes.
- Compliance
- Improves regulatory adherence by providing tools to manage compliance requirements.
- Risk Management
- Improves risk mitigation by offering features to identify, assess, and manage risks.
- Audit Management
- Improves audit preparedness by streamlining audit processes.
- Document Management
- Improves organization and security by managing documents efficiently.
- Customizable Features
- Improves flexibility by allowing users to tailor the platform to their needs.
- Dashboards
- Improves data visualization and analysis by providing customizable dashboards.
- Registers
- Improves tracking and management by providing register functionality.
- Contact Management
- Improves relationship management by organizing and managing contacts.
- Task Management
- Improves productivity by assigning and tracking tasks.
- Tracking Interactions
- Improves communication and record-keeping by tracking interactions.
Additional features
- Due Diligence
- Improves risk management by facilitating thorough due diligence processes.
- Compliance
- Improves regulatory adherence by providing tools to manage compliance requirements.
- Risk Management
- Improves risk mitigation by offering features to identify, assess, and manage risks.
- Audit Management
- Improves audit preparedness by streamlining audit processes.
- Document Management
- Improves organization and security by managing documents efficiently.
- Customizable Features
- Improves flexibility by allowing users to tailor the platform to their needs.
- Dashboards
- Improves data visualization and analysis by providing customizable dashboards.
- Registers
- Improves tracking and management by providing register functionality.
- Contact Management
- Improves relationship management by organizing and managing contacts.
- Task Management
- Improves productivity by assigning and tracking tasks.
- Tracking Interactions
- Improves communication and record-keeping by tracking interactions.
- Workflow Automation
- Improves efficiency by automating workflows.
- Security & Permissions
- Improves security by controlling user access and permissions.
- Two-Factor Security
- Improves security by adding an extra layer of authentication.
- Custom Fields
- Improves data capture by allowing users to create custom fields.
- Centralized Database
- Improves data access and integrity by storing data in a single location.
- Cloud Hosting
- Improves accessibility and scalability by hosting the platform in the cloud.
- On-Premises Hosting (Enterprise)
- Improves control and security by allowing on-premises deployment.
- Phone Support
- Improves customer support by providing phone assistance.
- Email Support
- Improves customer support by providing email assistance.
- Chat Support
- Improves customer support by providing chat assistance.
- Account Manager
- Improves customer support by providing dedicated account management.
- Dedicated Manager (Enterprise)
- Improves customer support by providing a dedicated manager for enterprise clients.
- Custom Workflows (Enterprise)
- Improves process optimization by allowing custom workflow creation.
- Data Workflow Integration and Analytics (Unlimited)
- Improves data analysis and decision-making by integrating data workflows and analytics.
- Verification Summary
- Improves auditability by providing a verification summary.
- Print Reports
- Improves reporting by allowing users to generate and print reports.
- Instructional Videos
- Improves user onboarding and training by providing instructional videos.
Pricing
Monthly plans
Lite
AUD 300
Pro
AUD 450
Countries & Languages
Interface languages
Billing currencies
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About Kollate-it
Kollate-it is a RegTech compliance software from Werkflo that serves the financial services and trust market industries. It combines due diligence, compliance management, and risk tracking to help organizations meet their regulatory obligations efficiently. The platform allows users to set, adjust, and monitor risk management activities at any time, while also facilitating faster and more organized audit processes. With features such as collaborative chat functionality and easy navigation, teams can work together effectively and stay informed about compliance requirements. Key capabilities: due diligence tracking compliance management risk management activities audit organization collaborative tools Best for: financial services firms and trust market professionals that need to manage regulatory compliance efficiently.
Kollate-it Details
Kollate-it's In-App Market Place
Does Kollate-it have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Lite
AUD 300
Pro
AUD 450
Accepted Payment Currencies
AUD (A$)
Pros & Cons
- Simplifies regulatory compliance for financial services firms.
- Automates processes, manages risks, addresses breaches, and significantly reduces costs (e.g., through reduced audit workloads).
- Offers management dashboards with progressive, month-by-month reporting on obligations.
- Limited customization options for compliance and risk assessments
- Steep learning curve for new users
- Requires ongoing efforts to educate the market and showcase its benefits to users.
Kollate-it's Support Options
Contact
+61 7 3495 0224Kollate-it's Alternatives
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