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What's included

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ComplianceIQ - Financial Compliance Monitoring

Help your compliance department stay on top of promises made to clients by financial advisors.

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GIPS Composite Management and Reporting

Save valuable time by automating your GIPS composite reporting and gain more peace of mind with a trusted composite tool vs. manually created spreadsheets.

Key benefits:

  • Time-saving automation
  • Fully flexible reports
  • Easy report exporting

Meet the team

Executive

Chad Watkins

Executive, Vice President , Customer Experience

California, USA

Chad Watkins

Chad specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty

+21 year(s) experience