Solution introduction
When the SEC Knocks, How Will You Prove Compliance?
Cut Costs of Compliance Dramatically
SEC estimates that it will cost $11,607 per advisor to comply with RegBI, we will help you comply for a fraction of that.
Reviewed by Top Securites Attorneys
RegBIoptimizer is the only software reviewed by top securities law firm for compliance with Regulation Best Interest.
Complete Solution for RegBI Compliance
RegBIoptimizer helps with both RegBI disclosures and form CRS (those are different).
Comply in Minutes
Takes minutes to create reports proving you are acting in best interest of the client.
