Data Management Solutions

• Analyze and audit data points between two (2) files and or worksheets within a file.  (Supported File types are .xlsx, .xls and .csv)
• Mapping feature allowing easily converting data sets to a unique data set to ensure optimal results
• Mapping library to re-use previously created mappings
• Instantly identifies discrepancies between data points
• Provides discrepancy count of mismatch and missing data points within the audit
• Data Analytics by company and/or comparison
• Verifier level access for easy data validation
• Auditor and Verifier notes feature for streamlining communication between audit and verifier
• Export discrepancy reports and files used for audit process
• Merge data points between two (2) files and/or worksheet within a file. (Supported File types are .xlsx, .xls and .csv)
• File export customizations to include column ordering and renaming on export file
• Six (6) Organization Admin level users with full comparison and merge functionality
• Unlimited Org Verifier access with company whitelist capabilities
• Unlimited Company Level verifier access

Payment Terms: This service is a monthly subscription-based model with an annual auto renewal. The credit card will be charged on the 5th day of each month. Should the 5th of the month not fall on a business day, payment will be executed on the business day immediately prior to the 5th. If opting for the annual payment option, your card will be charged the 5^th day of the month following receipt of the subscription form for the annual payment amount.  The renewal will occur 1 year following the subscription date.  This service has a 1-year rate lock from the date of subscription. If the subscription level changes the applicable upgrade fees will be assessed on the transaction the 5^th of the month following the upgrade.

Assurance: By signing the below, I as the customer, certify I am an authorized user of the credit card provided and as such, there will be no disputed for these scheduled transactions with the bank or credit card company; so long as the transactions correspond to the terms indicated in this subscription form. In addition, as the customer, I will provide Broker Builder Solutions with updated payment information promptly. Failure to comply may result in a service interruption.

Professional Liability Insurance: Broker Builder Solutions LLC shall obtain and always maintain during the prosecution of the work under this Agreement Professional Liability insurance to include Errors and Omissions and Cybersecurity.

Termination: Broker Builder Solutions or Customer may terminate this Agreement by providing thirty (30) days written notice (“Termination Notice”) to the other party. Cancellation requests should be submitted via this Termination Form. Billing will cease the billing cycle following or coinciding with the 30-day period.  Example, if the termination is received on the 10th of February, billing will be complete on March 5^th and cease with the April billing.  If the termination is received on February 1^st, the final billing will be February 5^th.

Security: Our DMS Security Statement sets for information security standards for the protection of all client information through the Data Management Solutions Software. Please click here to Access our Data Management Solutions Security Statement.

Terms of Service: Our Data Management Solutions products and services adhere to the Broker Builder Solutions Terms of Service. These terms may be accessed by clicking here.