Create a custom network
Only work with the partners you choose. Connect with counterparties in the platform with the click of a button.
Identify enrolled accounts early
Don’t waste traditional collection efforts on accounts that are enrolled with Advisor counterparties. Identify enrolled accounts early, and get to work resolving them.
Monitor compliance in real time
Customize and audit your consent rules, capture negotiation audit histories, correspondence and documents, and take advantage of full line-of-sight into every enrolled account.
