Easily capture conversations and activities to
“show your work”.
These three products work amazingly well on their own, and exponentially better together.
Surveillance & Suitability software used by compliance teams at wealth firms for KYC/KYP Trade Supervision and Suitability reviews.
“Risk7 has dramatically improved the way we work”
A welcoming and informative digital space where investors and advisors engage in continuous discovery on goals & risk.
Bringing confidence and scale to wealth firms innovating to meet regulatory demands & client expectations.
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