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About

Cyfeon’s suite of industry‑focused products helps financial services, communications, and energy companies automate critical business functions and accelerate profitability. The Commission and Revenue Share Management system automates and executes contract terms, fees, taxes, and payments on schedule and with precision, based on rules you establish, tracking workflows and auditing approvals to ensure accurate disbursement to internal and external stakeholders and timely collection of franchise fees; the Control Room solution streamlines regulatory compliance by automating watch‑list management, research workflows, outside‑trading monitoring, FINRA submissions, ad hoc reporting, audit trails, and corporate action‑item tracking within an integrated Compliance Dashboard.

About

The industry’s most comprehensive compliance management platform, trusted by more than 80% of top financial services firms. The only unified solution to manage the full lifecycle of agent and advisor onboarding and compliance, delivering a seamless user experience and “clear to sell” signal for your distribution partners. Efficiently manage requirements from FINRA, SEC, state DOI and other regulators of the financial services industry. Including Advertising Review, Conflicts of Interest, Branch Audits and more. Everything you need to be aware of, comply with, and demonstrate compliance with relevant regulatory changes, including managing impact on your firm’s policies and procedures. The leading provider of Compliance Education, Product Training and Annual Compliance Programs, RegEd delivers more than one million CE courses and insurance certificates each year.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

IT and compliance leaders seeking end‑to‑end automation for commission processing, regulatory compliance, complaint management, and enterprise data governance

Audience

Financial services firms interested in a powerful compliance management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cyfeon
Founded: 2011
United States
www.cyfeon.com

Company Information

RegEd
Founded: 1994
United States
www.reged.com

Alternatives

Alternatives

ActionTracker

ActionTracker

SurveySquare.com
 Compliance Star

Compliance Star

Thistle Initiatives
Predict360

Predict360

360factors
Compliance Aspekte

Compliance Aspekte

expertree consulting GmbH

Categories

Categories

Complaint Management Features

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Integrations

No info available.

Integrations

No info available.
Claim Cyfeon and update features and information
Claim Cyfeon and update features and information
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Claim RegEd and update features and information