Offers secure document sharing, agenda management, task assignments, and compliance tracking, ensuring efficient meeting governance and enhanced board engagement.
More about iCompass Technologies
Encrypted communication and document sharing platforms designed specifically for sensitive board materials, enabling secure collaboration and decision-making among trustees and committee members.
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End-to-End Encryption All communications and files are encrypted from sender to recipient, preventing access by intermediaries. |
Marketing materials state 'secure document sharing' and 'bank-grade encryption', strongly implying end-to-end encryption is present. | |
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Granular Access Controls Administrators can define precisely who is allowed to see or edit each document or communication. |
Feature descriptions detail the ability to set access permissions at the document and user level (granular access controls). | |
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Multi-Factor Authentication Requires more than one method of authentication from users, enhancing account security. |
The product states support for multi-factor authentication on login for all users. | |
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Integration with Enterprise Directories Supports integration with existing LDAP/Active Directory for centralized identity management. |
Integration with Active Directory and LDAP is explicitly supported for user provisioning and authentication. | |
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Encryption Key Management Secure, role-based control over cryptographic keys, possibly with support for customer-managed keys. |
No information available | |
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Data Loss Prevention Prevents accidental or intentional sharing of sensitive information outside the permitted environment. |
Described as having capabilities to restrict sharing and set permissions on documents, indicating data loss prevention features. | |
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Automated Session Timeout Automatically logs users out after a period of inactivity to prevent unauthorized access. |
No information available | |
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Secure Messaging Encryption and security controls for instant messaging within the platform. |
No information available | |
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Content Watermarking Digital watermarks on documents to deter leaks and trace unauthorized disclosures. |
No information available | |
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Compliance Logging/Audit Trails Detailed, tamper-proof recording of all user activity for auditing and regulatory purposes. |
Audit logging is stated as a compliance feature with downloadable reports for regulatory purposes. | |
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Data at Rest Encryption Ensures all stored data is encrypted on the server. |
Platform advertises at-rest encryption for all data stored on its servers. | |
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File Expiration & Recall Ability to set expiration dates on files or recall shared documents. |
Ability to recall shared documents and set expirations is highlighted under document management features. | |
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Disaster Recovery & Backup Enables recovery of all data and communications in the event of a system failure. |
Redundant, disaster recovery, and backup capabilities are advertised as part of compliance support. | |
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Mobile Device Management (MDM) Compatibility Supports MDM for secure access from mobile devices and the ability to remotely wipe data. |
No information available |
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Regulatory Compliance Certification Product is certified or independently audited for compliance with relevant standards (e.g., GDPR, ISO/IEC 27001). |
The product is certified for GDPR and SOC 2 as shown on their trust and compliance page. | |
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Retention Policy Management Supports configuration of document and message retention periods to comply with legal requirements. |
Administrators can configure retention policies for documents and messages. | |
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Consent Management Tracks and manages user consent for processing personal data. |
No information available | |
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eDiscovery & Legal Hold Allows rapid collection and preservation of relevant communications for legal purposes. |
No information available | |
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Automated Policy Enforcement Applies configurable governance policies automatically across the platform. |
Policy enforcement engine allows configuration of automated governance policies. | |
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Board e-Signature Capabilities Enables legally binding digital signatures for approvals and resolutions. |
Legally binding e-signatures are available for board resolutions and approvals. | |
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Version Control Tracks changes to documents and maintains a full history for auditability. |
Document version control and history tracking are standard document management features. | |
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Customizable Approval Workflows Defines and automates board paper and document approval processes. |
Customizable approval workflows described as automating document and agenda approvals. | |
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Geo-Fencing Controls Restricts data access based on user location to meet jurisdictional/legal requirements. |
No information available | |
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Accessibility Compliance Ensures platform is accessible and meets standards (e.g., WCAG 2.1) for diverse board members. |
No information available | |
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Role-Based Permissions Defines access rights according to trust and committee member roles. |
Roles and permissions are finely managed by role (trustee, admin, guest). | |
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Integrated Compliance Training Provides reminders, tracking, and content related to required regulatory training. |
No information available | |
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Customizable Audit Reports Generates detailed downloadable reports for compliance and oversight. |
No information available | |
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Conflict of Interest Declarations Tracks and manages declarations for transparency in decision making. |
No information available |
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Secure File Sharing Enables sharing of sensitive documents among authorized board members only. |
Document sharing is restricted to authorized board members, with options for link expiry. | |
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Document Indexing & Search Allows quick location of documents using metadata, keywords, or full text search. |
Full text and metadata search across board and committee documents is highlighted in product literature. | |
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Board Pack Compilation Automated tools to create, distribute, and update board meeting packs. |
Board pack creation and automated compilation for meetings is a promoted feature. | |
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Annotation & Notes Enables board members to add private or shared notes to documents. |
Annotation and private/public note capabilities on documents are provided to board members. | |
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Offline Access Allows authorized users to download and securely view documents offline. |
The platform offers a secure offline mode for document access. | |
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Document Tagging and Categorization Organizes files with customizable tags/categories for easy retrieval. |
No information available | |
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Bulk Upload & Download Supports efficient upload or retrieval of multiple documents at once. |
Bulk upload and download for documents are included in the document manager. | |
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Collaborative Editing Allows multiple board members to work simultaneously on draft documents. |
Draft document editing by multiple users (collaborative editing) is supported. | |
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Redaction Tools Built-in tools for hiding sensitive information within documents. |
No information available | |
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Automated Document Expiry Files and links automatically expire based on retention settings. |
Files and links can automatically expire per defined retention settings. | |
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Secure Document Printing Control Restricts or tracks who can print sensitive board documents. |
No information available | |
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Import/Export Integration Easily import documents from, or export to, other systems (e.g., DMS, cloud storage). |
Integrates with cloud storage solutions and allows import/export to external systems. | |
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Template Library Repository of reusable, compliant document templates. |
No information available |
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Integrated Video Conferencing Secure video meeting platform embedded within the communication tool. |
Integrated secure video meetings are available as part of the package. | |
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Agenda Builder Tool to create and distribute meeting agendas, linked to supporting documents. |
Agenda builder with the ability to link documents is a core feature. | |
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Calendar Integration Synchronizes with external calendars (e.g., Outlook, Google Calendar) for meeting invitations. |
Integrates with Outlook and Google Calendar for meetings and reminders. | |
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Attendance Tracking Records and reports on meeting attendance for governance and regulation. |
Attendance is tracked for each board meeting, with downloadable reports. | |
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Voting & Resolution Recording Secures and records electronic voting for decisions and resolutions. |
Built-in secure electronic voting and resolution recording is available. | |
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Minutes Automation Assists with real-time or post-meeting minutes transcription and distribution. |
Meeting minutes automation and sharing included. | |
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Live Collaboration Tools Shared workspace for notes, whiteboards, and brainstorming during meetings. |
Live notes, shared whiteboards, and collaborative workspaces during meetings are supported. | |
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Quorum Detection Automated monitoring of participant presence to ensure quorum is met. |
No information available | |
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Confidential Breakout Rooms Enables private, secure sub-meetings for committees or sensitive topics. |
No information available | |
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Notification & Reminder System Automated reminders for meetings, tasks, or document reviews. |
System notifications and reminders are configurable for meetings and document reviews. | |
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Agenda Time Tracking Tracks actual time spent on each agenda item for governance and efficiency. |
No information available | |
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Integrated Conflict of Interest Checks Flags conflicts in real-time before and during meetings. |
No information available | |
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Secure Meeting Recording Encrypted meeting recordings stored securely for future reference. |
No information available |
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Intuitive User Interface Designed for easy, distraction-free navigation and usability. |
User interface is described as modern, intuitive, and tailored for easy navigation. | |
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Multi-Language Support Interfaces and documentation available in multiple languages. |
Platform supports multiple languages for the interface and documentation. | |
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Screen Reader Compatibility Optimized for screen readers and assistive technologies. |
No information available | |
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Responsive Web and Mobile Apps Accessible on desktops, tablets, and mobile devices with a consistent experience. |
Platform supports mobile and web clients with responsive design. | |
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Customizable Dashboards Users can personalize their dashboard for quick access to key features. |
No information available | |
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Guided Onboarding & Tutorials Step-by-step training for new users to accelerate adoption. |
Guided onboarding, product tours, and tutorials are provided to new users. | |
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Custom Notifications Preferences Allows board members to set preferences for alerts and communications. |
Users can configure notification preferences for different types of alerts. | |
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Quick Search Functionality Global search bar to quickly find documents, messages, or contacts. |
A global search bar features throughout the platform for quick access. | |
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Custom Branding Options Supports pension fund or board-specific branding and color schemes. |
No information available | |
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Help Desk & Live Support Integration Access to real-time assistance within the platform. |
Live chat support and help desk integration available on the platform. |
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Secure Chat End-to-end encrypted instant messaging between users and groups. |
No information available | |
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Threaded Discussions Discussion threads linked to specific agenda items or documents. |
Provides threaded discussions on agenda items and documents. | |
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Real-Time Presence Monitoring Shows who is online or available for communication. |
Presence monitoring available to show which board members are currently online. | |
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Direct Messaging Private one-to-one communications between trustees or committees. |
Private direct messaging is supported between board members. | |
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Group Channels Secure, role-based channels for specific teams or projects. |
Group messaging/channels can be created for committees and project teams. | |
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Announcement/Broadcast Capability Send urgent or official messages to all users or defined groups. |
No information available | |
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Voice Message Support Send and receive secure voice-based messages. |
No information available | |
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Inline Attachments Attach and share files directly within chat or messages. |
Documents and attachments can be shared directly within discussions/messages. | |
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Mentions and Tagging Notify users in conversations by @-mentioning them. |
Supports @-mentions and user notifications in discussion threads. | |
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Message Retraction Allows messages to be withdrawn after sending, with reasons logged for audit. |
No information available |
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API Access Provides secure APIs for data exchange with other platforms. |
No information available | |
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SSO/SAML Integration Supports single sign-on via SAML, OpenID, or similar standards. |
Supports SSO integration with SAML/AD/Google, documented in admin onboarding. | |
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ERP/HRMS/Payroll Integration Out-of-the-box connectors for pension fund management systems. |
No information available | |
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Calendar/Email Sync Synchronizes tasks and communications with corporate email and calendar tools. |
Platform synchronizes tasks and communications with Microsoft Outlook/Google Workspace calendars and emails. | |
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Custom Plugin Support Architected to support custom plugins or extensions. |
No information available | |
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Reporting/Data Export Exports data in common formats (CSV, PDF, Excel) for analysis or archiving. |
Data export supported for reports and board materials in CSV/PDF formats. | |
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Webhooks/Event Notifications Notifies external systems or workflows of key events (e.g., new meeting, approved document). |
No information available | |
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Digital Signature Third-Party Integration Works with external e-signature providers (e.g., DocuSign, Adobe Sign). |
Integrates with third-party digital signature providers such as DocuSign. | |
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Customizable Roles & Permissions Supports bespoke user roles in large or complex trustee structures. |
Customizable user roles for varying levels of access (e.g., committee, admin, guest) are available. | |
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Data Import Migration Tools Facilitates easy migration from legacy board portals or communication systems. |
No information available |
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Uptime SLA Guaranteed minimum service uptime backed by Service Level Agreement. |
No information available | |
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Load Handling Capacity Maximum number of concurrent users supported without degradation. |
No information available | |
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Data Sync Speed Average time required for document or message updates to be reflected across devices. |
No information available | |
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Disaster Recovery Time Objective (RTO) The maximum allowable downtime in the event of disaster. |
No information available | |
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Geographically Redundant Servers Supports infrastructure redundancy across multiple data centers. |
Supports redundancy and failover between geographically separated data centers. | |
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Active Monitoring & Alerting 24/7 system monitoring and automated alerts for critical issues. |
Active system monitoring and critical issue alerts are advertised as part of the SLA. | |
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Automatic Updates System automatically updates to the latest security and feature releases. |
Automatic maintenance and security updates are routinely applied to the platform. | |
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Instant Rollback Capability Ability to quickly revert to previous system versions following failed updates. |
No information available | |
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Elastic Scaling Dynamically adjust resources based on demand/spikes in user activity. |
Elastic cloud infrastructure enables automatic resource scaling as required. | |
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Download/Upload Bandwidth Maximum sustainable rate for document transfers. |
No information available |
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24/7 Support Availability Customer support available at any hour, globally. |
24/7 customer support availability is stated on the vendor's web page. | |
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Dedicated Account Manager Single point of contact for all account and onboarding matters. |
Dedicated account managers are available for onboarding and ongoing support. | |
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Self-Service Knowledge Base Comprehensive online resources and documentation. |
Comprehensive online documentation and resources (knowledge base) are offered. | |
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Live Chat and Ticketing Multiple channels for support queries and tracking resolution. |
Live chat and ticketing support channels are available for all customers. | |
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Onboarding & Training Options Customizable training programs for new user groups. |
Custom training sessions and onboarding programs tailored by client are part of the service. | |
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Quarterly Business Reviews Regular service reviews with stakeholders to discuss performance and improvements. |
No information available | |
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Service Incident Response Time Guaranteed maximum time between report and support engagement. |
No information available | |
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Feedback and Feature Request Portal Structured support for user feedback and new feature requests. |
No information available | |
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Multilingual Support Support offered in multiple languages. |
Support is provided in multiple languages including French and Spanish, as listed on their help center. | |
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Proactive Security Advisories Notification of new security threats and responses. |
No information available |
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Flexible Licensing Models Supports per-user, per-group, or enterprise-wide pricing. |
Pricing models offered per board member and per organization 'enterprise' style. | |
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Transparent Pricing Clear, upfront pricing with no hidden fees. |
Transparent, published pricing and feature lists are present on the website. | |
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Usage Analytics Provides detailed reports on user and feature utilization for optimization. |
No information available | |
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Cost Predictability Tools Resource and budgeting dashboards estimate and control future costs. |
No information available | |
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No Vendor Lock-In Clauses Agreements allow easy exit or data export/migration if required. |
No information available | |
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Service Level Agreement (SLA) Guarantees Provider offers financial penalties for failing to meet agreed service levels. |
SLA agreements include language around service credits for uptime failures. | |
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Volume Discounting Automatic price breaks at larger user numbers or longer terms. |
Volume discounts available for large organizations or multi-board customers. | |
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Free Trial or Pilot Option Can evaluate the full product on a trial basis before committing. |
Free trial and pilot usage option is advertised. | |
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Nonprofit/Government Pricing Special consideration or reduced rates for pension funds operating as nonprofit. |
No information available | |
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Custom Contract Terms Supports negotiations for tailored commercial or legal agreements. |
Custom pricing and contract terms supported as described in the enterprise FAQ. |
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Data Residency Choice Clients can specify or select where their data is physically stored. |
Data residency (EU/US/Canada options) is selectable during account setup. | |
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Explicit Data Ownership Terms Legal agreements clearly state client retains ownership of data. |
Legal documentation affirms that the client retains all rights to their data. | |
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Cross-Border Data Flow Controls Restricts or audits flow of data outside defined regions. |
Tools in place to restrict or track data movement outside selected jurisdictions. | |
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Right to Erasure (Right to be Forgotten) Supports regulatory requirements for data deletion upon request. |
Functionality described for user-initiated data erasure requests in compliance with GDPR. | |
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Regular Privacy Impact Assessment Provider supports or performs periodic privacy impact reviews. |
No information available | |
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Client Data Segregation Ensures logical or physical separation of data from different clients. |
Multi-tenancy and logical data separation described for all clients. | |
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Privacy Incident Reporting Provider must promptly report any privacy breaches or leaks. |
No information available | |
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Granular Consent Collection Collects and manages granular user consent for each data use. |
No information available | |
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GDPR/CCPA/Applicable Regional Law Compliance Meets or exceeds all relevant regional data privacy regulations. |
Explicit GDPR and CCPA compliance stated on their compliance and privacy documentation. | |
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Independent Privacy Audit Reports Publishes regular independent privacy compliance and security audit results. |
No information available |
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