Solution introduction
Be confident that your advisors' recommendations are truly in the client's best interest
Stay on top of material changes on your shelf with custom monitoring and alerts that give you the information you need, when you need it. ShelfMonitor scans investment products for changes such as sales and fees, management information, product suitability and risk.
- Identify material change as soon as it happens
- Filter and focus on material changes
- Streamline compliance procedures across multiple departments
