Feature Comparison between ALF Corporate and ALF Cloud
| Feature | ALF Corporate | ALF Cloud *WIP = Work in Progress |
|---|---|---|
| Document Assembly | ||
| Integrated document scripting and assembly | ✔ | ✔ Server side |
| Report Assembly to Word | ✔ | ✔ Server side |
| Date sensitivity on Task Document generation | ✔ | ✔ |
| Package Assembly | ✔ | ✔ |
| Generation of Registers, ledgers and share certificates | ✔ | ✔ Future Enhancements: Warrants/Options, Land Property (TBD) |
| Unique Tasks for precedent organization, document generation, data update on confirmation | ✔ | ✔ v1 Future Enhancements: Task Wizards for Dissolution, EP Registrations, Restorations. General Forms are in place for those tasks. (TBD) |
| Base Template Precedent Management | ✔ | ✔ v1 Future Enhancements: email |
| Template Precedent Management | ✔ | ✔ |
| Iterative Document Assembly (e.g. Consent to Act - one document for each entity) | ✔ | ✔ v2 Future Enhancements: Waivers / Notices on the Class level |
| PDF Form Assembly | ✔ | ✔ v1 Future Enhancements: Non fillable PDF forms (WIP) |
| Scripting codes IF - ELSE END | ✔ | ✔ |
| Access to assembled documents | ✔ | ✔ |
| Document footers | ✔ | ✔ |
| Execution Block Preferences | ✔ | ✔ |
| User Interface | ||
| Hosted Cloud based public facing portal available through web browsers | ❌ | ✔ |
| ALF Home Page containing lists of records for tasks, ticklers | ✔ | ✔ |
| Data Entry keyboard short-cuts | ✔ | Q2 2024 |
| Autocomplete / lookup lists | ✔ | ✔ |
| Pending / Confirmed status flag | ✔ | ✔ |
| All historical data and archiving | ✔ | ✔ |
| Wizard-based data entry for new entity, share transaction | ✔ | ✔ |
| Complex Share Transactions / Capital Alterations | ✔ | ✔ v1 Future Enhancement: Single vendor → multiple purchasers (TBD) |
| Shareholdings roles | ✔ | ✔ |
| Custom Shareholding names | ✔ | ✔ |
| Blind Trusts for shareholdings | ✔ | ✔ |
| Ticklers | ✔ | ✔ |
| Unlimited, categorized “notes” fields available for entity. Date stamped notes | ✔ | ✔ v1 - Future Enhancements: Tagging employees in note (TBD) |
| Aliases | ✔ | ✔ |
| Copy Cards / Models | ✔ | ✔ |
| User can record Task Events • Documents sent to client • Documents sent to Registry etc… | ✔ | ✔ v1 automated recording Future Enhancement: User directed (TBD) |
| Data Auditing for Viewing | ❌ | ✔ |
| Audit trail feature for field change history ** | ✔ | ✔ |
| Announcements | ✔ | Need to do (TBD) |
| Associated Addresses / Corporate Offices (Custom) | ✔ | Need to do (TBD) |
| Import and attach miscellaneous documents | ✔ | ✔ |
| Improved task support (Amalgamate,Continue,Dissolve,Register) | ✔ | ✔ v1 (TBD) |
| Reports | ||
| Associations Reports | ✔ | ✔ |
| Calendar view BF | ✔ | Need to do (TBD) |
| Corp Entity Summary Pages • Name • Inc particulars • Admin details • Constitution • Principals | ✔ | ✔ |
| Entity Summary Pages | ✔ | ✔ |
| Listing Reports | ✔ | ✔ |
| Bring Forward Reports | ✔ | ✔ |
| User Defined Custom Fields | ✔ | ✔ |
| Corporate Ownership Charting | ✔ | Need to do (TBD) |
| Global Pie charting • inc/reg by jurisdiction ◦ entity type ◦ family | ✔ | Need to do (TBD) |
| Pie Chart reports of voting/non-voting / all shareholdings • per shareclass • all classes ◦ including pending/confirmed | ✔ | Need to do (TBD) |
| Custom data for Look up Data (ALF Admin) | ✔ | Need to do (TBD) |
| Integrated report-writing with output to MS Word | ✔ | N/A - Printable browser window ✔ - Reports output to Word and Excel |
| Advanced Query Tool | ✔ | ✔ v1 |
| Ad-hoc query tool (ALF’s User Query) | ✔ | Need to do (TBD) |
| All list elements can be sorted, grouped, and printed | ✔ | ✔ |
| Advanced query forms in corporate entities) -share transactions | ✔ | Need to do (TBD) |
| Report output to Excel and MS Outlook | ✔ | ✔ - Reports can be output to Word and Excel Outlook - (TBD) |
| Virtual Minute Books | ||
| VMB Scanning Assistant | ✔ | ✔ |
| VMB Import | ✔ | ✔ Single VMB Import ✔ Batch VMB Import |
| Create Minute Book Definitions and tabs | ✔ | ✔ |
| Emailing VMB documents (one at a time or several) | ✔ | ✔ v1 Emailing via VM Export ✔ Email Share links |
| VMB Export to a single PDF | ✔ | ✔ |
| VMB scanner integration | ✔ | Need to do (TBD) |
| Permissions and Access | ||
| VMB Access | ✔ (Enterprise only) | ✔ (Enterprise Only) |
| Logins • Username / Password • 2FA | ✔ | ✔v1 (2FA) ✔ SSO (April 2024) Future Enhancement: App integration (TBD) |
| Customizable VMB Home Page (Read only users) | ✔ | Need to do (TBD) |
| Access Groups • restrict access to certain records ◦ CorpEntity ◦ Office ◦ Family ◦ Responsible Lawyer | ✔ | ✔ |
| Permissions/Roles for user types | ✔ | ✔ Enhanced in ALF Cloud |
| Read only user Corporate Entity search | ✔ | ✔ |
| ALF Intranet for web-based, read-only browsing | ✔ | ✔ (Single application controlled by access. ALF Intranet no longer applicable) |
| WebFiling | ||
| Retrieve data directly from BC Corporate Registry | ✔ | ✔ |
| ALF Webfiler online filing tool • Including data retrieval | ✔ | ✔ BC (COLIN) ✔ AB (CORES) |
| Custom Fields | ||
| Custom fields with ALF Assembler module | ✔ | ✔ |