Globally provides automated compliance solutions for the financial services industry, with a focus on wealth management firms, broker-dealers, RIAs, and insurance companies.
Email: info@global.ly
Phone: +1 844-893-3015
Web: https://global.ly/
Audit Trail System
Category: Audit Trail Systems
A compliance platform designed for financial advisors that records all client interactions and advisory activities. Includes automated documentation, timestamping, version control, approval workflows, regulatory reporting, and searchable records of all compliance-related activities..
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