Compliance Calendar Software

Financial Institutions (banks, savings associations, credit unions, trust companies) have extensive regulatory requirements and compliance tasks. The CoNetrix tandem Compliance Calendar helps you identify, schedule and track important dates impacting financial institution requirements including reporting, audits, training, operations, and compliance.

tandem Compliance Calendar Free

CoNetrix offers a free online software solution to help you keep track of your regulatory and compliance events. Benefits to using the tandem Compliance Calendar include:

  • A dashboard overview displaying upcoming events, past due events, proposed events, year at a glance, and more
  • A calendar view for visually managing events
  • An event scheduler to easily see, schedule, and track repeating requirements
  • Event categories allowing you to sort and filter events
  • Email notifications and reminders are available for tasks and events
  • A list of recommended recurring events

Click the button below to request access to the FREE CoNetrix tandem Compliance Calendar.

tandem Compliance Calendar Pro

In addition to the basic features in the Free Compliance Calendar, the premium version offers:

  • Downloadable documents in editable Microsoft format
  • Customizable categories in addition to the CoNetrix suggested event categories
  • File attachment capabilities for storing event results and reports
  • Task functionality for assigning multiple recurring tasks (email reminder capable)
  • Ability to export events to Outlook/iCal
  • Optional read-only access role

tandem Software Features

The free tandem Compliance Calendar is feature-rich, including:

  • An online framework created and updated by security and compliance experts
  • Downloadable documents in Adobe PDF format
  • Free training workshops to help familiarize you with the software
  • Integration with other CoNetrix online software modules
  • Anywhere/anytime Internet access through a secure, online portal
  • Multi-factor authentication (optional)
  • Multi-user access
  • No software installation or equipment costs
  • The ability to manage several companies' schedules with one login (requires a subscription for each company)