We clean, scrub and normalize your integrated data from all of your business lines into a secure, cloud-based system. You can build and export an unlimited number of compensation and compliance reports. Management and auditors are able to see where ​your business stands on a contact, account, trade or ​position level.

o Auto Close Logic
o Transaction Code Normalization
o Suitability Data Normalization
o Multiple Carrier Integration
o Transaction on Hold Logic