Advertising Review
Are you struggling to keep pace with a growing firm and increased demand for timely advertising review? Is your process scalable and cost-effective? Are you presented with these challenges?
- Frustrated advisors
- Overwhelmed staff
- Manual OSJ review
- Inconsistent work flow
- Unsecure paper trails
- Lack of control
Docupace’s Advertising Review
Digitize your advertising review process, increase control, and deliver a more timely and consistent review every time. Advertising Review delivers:
- Pre-built work flows for fast, consistent ad reviews
- Easy advertising indexing
- Management controls for review assignment, review escalation, and more
- Stores documents, comments, and updated versions in a SEC/FINRA compliant system
- Increased visibility for all
- Built-in FINRA submission process
- Better service for advisors
- Hands-on professional assistance
- A hassle-free process