How easily we can update tasks, think through the cadence of the requirement of tasks and have users of all levels have responsibility in the system.

Not dynamic - doesn’t integrate with other software and it’s tough to find data once in the system.

Alerts team for upcoming expiring contracts, certificates, licenses, etc. Support team is awesome.

It is very difficult to locate and print reports. Instructions are not very clear.

This is a great tool to track the onsite team's progress. While we are still working through the bumps, we are now well on our way.

More to add as we move forward, but so far, the steps that have been implemented have gone smoothly and the LEO team has been a great help in the process.

Great - I have now used Leo for two companies and it has been successful at both companies.

Immediate photo integration is useful and customer service support was exceptional.

It helped us remember tasks that may sometimes fall to the back of our minds, if we are super busy. It also helps keep the team accountable, if used correctly.

Leonardo's reporting system is easy to use and holds employees accountable and on schedule.

Easy to use, fast , convenient saves trees and organize.

We have found that onsite teams don't like to use their personal devices for data input.

The customer side is great but the user experience is underwhelming. It should not require a lot of time to lears.

How easy it can be to manage pool logs. The fact that Leonardo is paper less is awesome because its helping by reducing paper use.

We all want to believe in our team but it all comes down to risk management.

The capital expense form is repetitive with vendor information and could be simplified to use the first vendor as the first bid.

ComplySci makes compliance certifications easy and the customer support is quick and efficient.

It has been a great addition to our compliance program and has helped streamline many compliance tasks like political contribution, personal trading reporting, and our compliance certifications.

Often time I find myself talking to the same person, which is very encouraging.

I cannot easily download individual employee statements when requested by auditing.

I have said it many times We have the best relationship manager and support is fantastic.

The support team is fabulous. Each time I call they are helpful and patient.

The ease of using the system , it allows you to navigate with ease. I really like the notes function which allows you to track which is especially helpful if you need to do a lookback.

ComplySci's customer service is extremely helpful in navigating new features of the platform, which are being developed and rolled out on a regular basis.

ComplySci provides a great platform for tracking the completion of employee compliance questionnaires and any conflicts of interest disclosed therein.

It is very difficult to use with little training available.

They listen to our suggested system enhancements. Any issues are resolved quickly and we are kept informed.

Great compliance software for any type of financial firms.

I like that it is all housed in one place for our compliance needs.

The product is very easy to use, I like the features to track employee certifications the most.

While i cannot compare to other software, i am truly happy with what i am getting.

The onboarding team was great to work with. We have a complex setup and they were with us each step of the way.

Most brokers do not feed into the system. Confusion when to use Data Records and when to use Reports to extract the required data.

US Dollar

Leonardo247 is a single source of truth for property operations and maintenance solutions.

The Leonardo247 platform is a powerful, end-to-end property operations and maintenance solution. With smart systems like workflow automation, dynamic forms and on-demand documents, Leonardo247 plays a fundamental role in improving staff productivity and efficiency, mitigating risk and delivering better quality operational data and insight.

Whether alone or in alongside your property management and other systems, Leonarndo247 is your single source of truth for the management and performance of the Cardinal Group’s property operations and maintenance both on an individual and portfolio-wide basis.

Great property operations management isn’t just about streamlining operations or displaying, storing and analyzing large amounts of data. It’s also not as simple as automating business processes and delivering transparency and trust.

The right operations and maintenance software for your organization are more than just the sum of all its parts. It is change management, customized to support both your practical operational needs as well as your unique company culture.

At Leonardo247 our team of experts has years of multi-family experience and we’ve seen it all. No challenge is too big or too small and nothing makes us happier than conquering those challenges with our customers. A Partnership with Leonardo247 means you have access to an industry database of best practices, a year’s worth of daily guidance for your teams, custom functionality, and reporting.




LongDescription

For Property Managers

Customizable Reports

Activity Tracking

Contract/License Management

Self Service Portal

Audit Trail

Property Database

Vendor Management

Real-Time Notifications

Activity Dashboard

Alerts/Notifications

Data Visualization

Work Order Management

Third-Party Integrations

Maintenance Scheduling

Task Management

Document Management

For Commercial Real Estate

Document Storage

Access Controls/Permissions

Templates

Single Sign On

Approval Process Control

Rules-Based Workflow

Customizable Fields

Commercial Property Management

Data Import/Export

Configurable Workflow

Mobile Access

Compliance Management

Maintenance Management

Role-Based Permissions

Forms Management

Workflow Management

Real-Time Updates

Residential Properties

Inspection Management

Reporting & Statistics

Customizable Templates

Business Process Automation

Real Time Reporting

Forms Automation

Reporting/Analytics

Customizable Forms

Business Process Control

Task Progress Tracking

Status Tracking

Task Scheduling

Scheduling

Multi-Location

Technician Management

Fixed Asset Management

Real Time Data

Historical Reporting

Preventive Maintenance

Service History

Asset Tracking

Equipment Maintenance

Work History

Automated Scheduling

Asset Lifecycle Management

Facility Scheduling

Commercial Properties

Equipment Tracking

Predictive Maintenance

Email Alerts

Ad hoc Reporting

Policy Management

Portfolio Management

Risk Assessment

Risk Management

Process/Workflow Automation

Version Control

Code Maintenance

Reminders

Compliance Tracking

Incident Management

OSHA Compliance

Critical Date Alerts

Commenting/Notes

Data Synchronization

Residential Inspections

Electronic Signature

Report Summary

Template Management

Offline Access

Repair Estimates

Add & Edit Photos

Mobile App

Summary Reports

Subcontractor Management

Operational Risk Management

Code Enforcement

Image Capture

Report Templates

Failed Inspection Tracking

Dashboard

Alerts/Escalation

To-Do List

For Mulit-Family portfolios: pricing starts at $1 per unit per month, or $299 per property per month.  Discounts based on size of portfolio

For Commercial portfolios: $0.01 per sq ft per year

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

11-50

51-200

201-500

501-1000

1000+

Leonardo247

In Person

Live Online

Webinars

Documentation

Videos

At ComplySci, we believe advanced compliance technology empowers compliance professionals to transform their business. More than 7,000 customers, including some of the world’s largest financial institutions, rely on ComplySci’s scalable and sophisticated platform to stay ahead of risk and unlock the strategic potential of their compliance data. Our family of firms includes ComplySci, NRS, a ComplySci Company, and illumis, a ComplySci company, and RIA in a Box. Together, we offer a full suite of governance, risk, and compliance (GRC) consulting, technology, managed services, analytics, and outsourcing solutions for the financial services industry. Our regulatory technology solutions help compliance organizations identify, monitor, manage, and report on risk and conflicts of interest, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. 

Learn more at complysci.com.

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