MEET THE COMPLIANCE STANDARDS OF YOUR ORGANIZATION.
INCREASE YOUR TEAM’S PRODUCTIVITY AND EXPAND ADVISOR RELATIONSHIPS WITHOUT ADDING HEADCOUNT.
PREVENT COMPLIANCE FROM EVER BECOMING AN ISSUE
AUTHORIZE ROLES AND PERMISSIONS
ENFORCE ADVERTISEMENT STANDARDS
Set approved headlines and descriptions for content to be distributed via emails, links, and displayed on websites and social media. You can also create pre-approved meeting invitations and descriptions for the sales team to leverage.
PROMOTE COMPLIANT COMMUNICATIONS
Automatically include a compliance BCC on all transactional emails and set disclosures on all profile pages, microsites, and email template