Compliance and Efficiency: Fulfill Requirements and Learn Best Practices Using YCharts
In this webinar, our Director of Sales - Broker Dealers, Lauck Olson shares how to leverage the compliance-friendly tools and features in YCharts. He outlines how our portfolio reports feature industry best practices when communicating with clients and prospects about your investment strategy, shows how you can demonstrate to regulators the steps your team has taken to be compliant, as well as takes you through how you can access all YCharts tools and features that complement your firm’s compliance efforts.
