Who Uses Our Services
Product research reports at your fingertips. Industry insights. Benchmark your products vs the industry. Document your due diligence requirements.
Supervision / Compliance
Demonstrate review of Reasonably Available Alternatives. Documented process to maintain the best products on your shelf. Tools to support supervisory reviews.
See your product shelf in one place. Look for products from a client point of view. Compare products. Demonstrate review of Reasonably Available Alternatives.
See the forest for the trees in your product area. Understand what your FPs are seeing. Protect and grow your firm.