Easy Two-Step Process
Step 1: Upload
Maintain compliance at your firm by uploading all of your company-branded documents to a centralized dashboard. By uploading your documents and policies into our system, you can quickly communicate important internal updates and regulatory changes across your firm.
Step 2: Attest
Once documents are uploaded in the system, you can easily assign them to specific users or your entire employee population to be reviewed and attested to. With our technology, you’ll know exactly who certified to what policy and when, so you’ll never have to worry about manual upkeep.