Reduce disclosure processes by 65%.
End-to-end digital delivery and workflow automation, advisors can spend less time on paperwork and get back to their clients.
Achieve compliance with confidence.
Compliance TRACKR simplifies Reg BI (Form CRS), Form ADV and DOL Rule requirements.
Save $7.75 per disclosure delivered electronically.
Digital-first, mail second process cuts costs associated with data entry, printing, mailing, faxing and filing records.