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What is Cornerstone Licensing Services?

Cornerstone Licensing helps multi-state financial services businesses obtain and maintain their licenses, surety bonds, state registrations, and other compliance documentation. Instead of juggling 50 state portals, spreadsheets, and deadlines, you get a single dashboard showing every license, its status, automated renewal tracking so nothing lapses, document storage for certificates and filings, and real-time visibility into applications in progress. Every account is backed by a dedicated licensing specialist. The licensing specialist does the heavy lifting of filing all the paperwork for you.

Cornerstone Licensing's Atlas platform centralizes licenses, bonds, documents, filing activity, renewal dates, deadlines, and action items providing real-time status visibility, document storage and downloads, work-history records, due-date tracking, and a state-by-state view of licensing coverage. Each account is supported by a dedicated licensing specialist from initial application through ongoing renewals and expansion.

Categories & Use Cases

Screenshots

Screenshot of Atlas Dashboard - an at a glance view of everything related to state-by-state licensing.
Screenshot of Action Items - Displays exactly what is required for licensing filings.
Screenshot of Filings - Displays the real-time status of where filings are.
Screenshot of Filing Details - With per filing conversations and file uploads.

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Screenshot of Atlas Dashboard - an at a glance view of everything related to state-by-state licensing.

Product Demos

Technical Details

Technical Details
Supported CountriesUnited States, Canada
Supported LanguagesEnglish, Spanish

FAQs

Who uses Cornerstone Licensing Services?
The most common users of Cornerstone Licensing Services are from B2C.