The problems we solve
Do any of these issues sound familiar?
We offer compliant data storage and workflows in a household view. Learn about our complete Books and Records solution.
Our solution provides data storage, mailing, reporting, and approvals needed to stay in compliance with regulatory requirements and simplify discovery for audits. Our WORM-compliant solution is continually updated to meet the most up-to-date regulatory standards for retention, management, and availability of data.
It is powered by our proprietary Unified Data Fabric® (UDF) to aggregate, cleanse, reconcile, and enrich data from any source, combining it into a single format and eliminating the need for multiple disparate systems. This creates a single source of truth to provide accuracy, consistency, and validity among your data.
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Learn how our Books and Records solution provides your advisors with wealth management data storage that meets complex regulatory standards.