
Comply Case Management
6.0#140 in case management softwareWebAPI
Visit
| Fact | Comply Case Management | Tracker |
|---|---|---|
| Audit trail | Comply describes its case-management workflows as documented with a full audit trail. | Yes |
| Deployment | cloud | cloud |
| Integrations | Comply says its platform has integration capabilities and APIs for connecting with other industry solutions, but the case management page does not name a case-management-specific integration. | The Webinar plan includes HubSpot lead syncing, while Business lists Salesforce and Marketo integrations. |
| Intended users | Comply’s platform is aimed at financial-services firms including asset and investment managers, wealth managers, trading firms, investment banks, and insurers. | The company says its mission is to empower creators and businesses to build a brand and tell their stories. |
| Purpose | Comply Case Management centralises investigations, documentation, and resolution of potential violations so firms can enforce policies consistently and demonstrate alignment with regulatory expectations. | Tracker is a web-based case management platform for prosecution that moves criminal cases from arrest to final disposition. |
| Reporting dashboards | Yes | Yes |
| Security | Comply says it has completed SOC 1 Type II and SOC 2 Type II assessments and is certified to ISO/IEC 27001:2022. | The site describes office-based permissions, audit trails, and data handling for sensitive criminal justice information. |
| Support | Comply says customer support is available 24/5 and provided by dedicated subject matter experts. | Riverside says the same people who develop Tracker support it and answer the phone. |
| Workflow automation | Yes | Yes |
You want what its maker publishes above — check its page for the details.
You want what its maker publishes above — check its page for the details.