A multi-function tool that captures both due diligence and GRC activities in one spot with over 400 features for use.
This tool allows the user to set-up, adapt and maintain any requirements continuously for the financial services industry, trustee market and other regulated entities.
Users can centralise, collaborate, track activities and ingest data in real-time in a software with unlimited versatility.
Speed up your set up, automate, report and switch activities in seconds with less documents to input.
Explore a software that meets your needs.
How long is a trial?
Key Features
Due Diligence
Compliance
Document Management
Customisable Features
Dashboards
Registers
Contact Management
Task Management
Tracking Interactions
Workflows Automation
Security & Permissions
Two Factor Security
Custom Fields
Risk Management
Centralised Data Base
6GB Data Included
Phone
Email
Chat
Account Manager
Key Features
Due Diligence
Compliance
Risk Management
Document Management
Customisable Features
Dashboards
Registers
Contact Management
Task Management
Tracking Interactions
Workflows Automation
Security & Permissions
Two Factor Security
Custom Fields
Centralised Data Base
12GB Data Included
Phone
Email
Chat
Account Manager
Key Features
Due Diligence
Compliance
Risk Management
Audit Management
Document Management
Customisable Features
Dashboards
Registers
Contact Management
Task Management
Tracking Interactions
Workflow Automation
Security & Permissions
Two Factor Security
Custom Fields
Centralised Data Base
Custom Workflows
18GB Data Included
Phone
Email
Chat
Dedicated Manager
Key Features
Unlimited Features
plus data workflow integration and analytics
You may use the system framework templates or import your own.
Configure your own dashboards or use the system templates.
At the Framework, Requirement and Obligation level you can view the Verification Summary.
Various reports are available and can be reconfigured. You may also add new reports.
REPLACES: EXCEL, WORD, SHAREPOINT, ASANA, CAMMS AND MORE
Users can paste, customise and manage any activity from one spot.
Users get tools to easily manage their compliance needs in real-time.
Different users can drop in, check off and verify in seconds.
Multiple users, tasks, and participants on the software an ongoing basis.
Identify, set and adjust any risk activity across your business or trust to gain faster visibility.
Easy to use dashboards and reports to view risk activity in real time
You get many workflow features that take the slow out of compiling your risks, report and registers that keep you in business.
Drop in your evidence, get it signed off and speed up your audit.
Set users, set controls monitoring and assign ownership levels for audit review.
Separate audit portal with defined reports for management to see audit status at set activity levels for sign off.
Audit level reporting drop boxed in seconds for audit sign off.
Have your documents ready for sign off, change documents, update versions within one central spot.
Set document access levels, add staff or contractors, match to sign offs and email tasks and attachments on documents.
Controls on your document and their management.
Click one of the following videos for Instructional guides
Kollate-it 1: Compliance Template Setting Setup
Kollate-it 2: Compliance Template Ingestion
Kollate-it 3: Compliance Template Editing
Kollate-it 4: Compliance Framework Setup
Kollate-it 5: Verification & Auditing
Kollate-it 1: Tasks & Registers
Kollate-it 1: Documents| Lite | Pro | Enterprise | |
| Cloud | |||
| on-Premises |
| Lite | Pro | Enterprise | |
| Due Diligence Management | |||
| Data Room Management | |||
| Data Management | |||
| Data Ingestion | |||
| Administrator Controls | |||
| User Level Settings | |||
| Due Diligence Management | |||
| Document Tracking | |||
| Task Management | |||
| User Tracking | |||
| Audit Trails | |||
| Collaboration | |||
| Sign off Levels | |||
| Workflow Management | |||
| Customisable Reporting | |||
| Version Control | |||
| Search Function |
| Lite | Pro | Enterprise | |
| Compliance Framework (customisable) | |||
| Customisable obligations and tasks | |||
| Drop box and paste data | |||
| Task Management | |||
| Document Management | |||
| Integrity checks and monitoring levels | |||
| Multiple Dashboards (customisable) | |||
| Multiple Checklists | |||
Multiple Registers3
| |||
| Customisable breach, incidents and reporting timings | |||
| Text fields for notes, obligation requirements and other notations | |||
Risk Management 4
| |||
Audit Management 5
|
| Lite | Pro | Enterprise | |
| Easy-use Interfaces | |||
| User Controls | Unlimited | Unlimited | Unlimited |
| Contacts | Unlimited | Unlimited | Unlimited |
| Contact Management | |||
| Tasks (unlimited) | |||
| Tracking Integrations | |||
| Lite | Pro | Enterprise | |
| System Audit Logs | 3 months | 6 months | 1 year |
| Workflows | |||
| Data Migration | |||
| Mobile Access | |||
| Email connectivity and integration | |||
| Security and Permissions | |||
| Two Factor Authentication | |||
| Custom Fields |
| Lite | Pro | Enterprise | |
| Centralised Data | |||
| Allocated Data Included (GB) | 6 | 12 | 18 |
| Cost for additional data excess 3 | $3.50 per GB | $3.50 per GB | $3.50 per GB |
| Lite | Pro | Enterprise | |
| Phone | |||
| Chat | |||
| Dedicated Account Manager | |||
| Help Desk Integration |
| Lite | Pro | Enterprise | |
| Users may add Optional Modules | Risk Management Audit Management $150 per module $100 applies per additional user |
Audit Management $150 per module $100 applies per additional user |
N/A |
The software is primarily designed for financial services industry, professional trustees and regulated entities but it is modifiable for a lot more industries. The framework allows a user to drop in any activity to meet any law, regulation, policy or guideline.
Yes easy. The software allows for different text formats being dropped into the framework.
Yes, you can select the option you need and add an additional module based on the modules available.
The support services are listed on the website, including phone, email chat, etc.
We ingest word and excel documents for integration but for a customised solution Werkflo can undertake greater integration with external software systems.
No. The software is stand alone.
Free training for set up and to get going. Ongoing training is agreed based on the user’s ongoing needs.
Yes, we provide the Enterprise version for trial to account holders.
Yes, to upgrade is easy just go on-line at no cost to do this. To downgrade, we can manually adjust this with our tech team.
Yes if we are advised within 30 days from purchase.
