PreQual by Vertikal RMS
Expert Financial Analysis for Subcontractor Prequalification.
Overview
PreQual by Vertikal RMS is a subcontractor prequalification platform that distinguishes itself by including expert financial analyst review as part of its service. It goes beyond automated data collection to have human professionals evaluate complex financial red flags. The platform provides comprehensive risk assessment and integrates with its sister product, CertFocus, for certificate of insurance (COI) verification and management.
✨ Key Features
- Expert financial analyst review
- Comprehensive risk assessment
- Automated document collection
- Risk scoring algorithms
- Integration with CertFocus for COI management
- Safety performance analytics
🎯 Key Differentiators
- Human financial analyst review is a core part of the service
- Deep integration with CertFocus for best-in-class insurance compliance management
- Service-oriented approach rather than just a software tool
Unique Value: Combines the efficiency of software with the expertise of human financial analysts to provide a deeper, more reliable assessment of subcontractor risk.
🎯 Use Cases (3)
✅ Best For
- Firms needing human experts to evaluate complex financial statements and identify red flags missed by automated systems.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies looking for a low-cost, fully automated software-only solution.
- Organizations that do not require deep financial vetting of their subcontractors.
🏆 Alternatives
Unlike fully automated platforms, PreQual provides a layer of human expertise to catch nuances in financial data that algorithms might miss, offering a higher level of assurance.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Contact Vendor tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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