Review with confidence
Enjoy tools designed to make you a great marketer while meeting every aspect of your regulatory responsibilities.

• Receive automatic notifications of new changes
• Gain access to a private website URL and print-friendly documentation
• Quickly identify content differences with our compare tool

Request and approve changes
Rest easy knowing that your advisors submitted changes won’t be published until a compliance officer from your team approves them first.

• Quickly identify rejected and approved changes at a glance
• View a page by page breakdown of all requested changes
• Easily organize your feedback into notes from your dashboard

Communicate clearly
Our tools help open the lines of communication for advisors and compliance officers.

• Visual calendar makes it easy to search through an advisor's archived changes
• Talk directly in-app with all of your advisors
• Easily send attachments and view the entire chat history or download an archive of it at any time

Build your team
As your team grows, our platform scales with you and helps streamline your workflow.

• Create unlimited officer accounts and optionally assign advisors
• Work individually or as a team
• Quickly delegate and edit advisors from your dashboard