Have you ever been looking for a helpful approach to handle all of your regulatory and compliance wants? Assist might be available with the CCO Companion App, complete cell information to an exhaustive variety of compliance subjects. Let’s take a better have a look at CCO Companion, and see whether or not it ought to be a part of your compliance toolkit.
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The ‘dwelling web page’ of CCO Companion is its Reference Library function, a central pool for documentation from all corners of the regulation and compliance world. From affiliated brokerage practices by means of to proxy voting in portfolio administration, CCO Companion is really a one-stop store for documentation. The financial institution of paperwork within the Reference Library is navigable by Compliance Matter, Useful resource Sort or Advisers Act Rule, and with each single doc independently analysed by skilled professionals, you’ll discover the Reference Library a helpful and correct useful resource.
The second of three predominant options is the Information & Alerts panel – a no-frills RSS assimilation of reports feeds from all the important thing gamers on the planet of compliance. From the SEC and NASAA to SCC and the CFA Institute, you’ve acquired up-to-the-minute info which is bound to maintain you within the know when you’re on the go. Easy, intuitive navigation makes positive the info are all the time firmly centre stage.
Final however definitely not least, the Instruments part of CCO Companion provides a formidable portfolio of mannequin paperwork, plans, compliance coaching modules and white papers to maintain you on the high of your recreation. Customizability is a key element of CCO Companion, and also you’ll be inspired to add your personal compliance paperwork to the App to create an much more highly effective and helpful useful resource for you and the remainder of your agency.
The visible attraction of CCO Companion is good for its goal. All info is straightforward to seek out in not more than two or three finger swipes, and when you do occur to lose your self within the hierarchy of pages, the Search facility is each sturdy and forgiving.
The free model of CCO Companion isn’t overly beneficiant with its choices. You’ll have the ability to entry over 100 paperwork from the Reference Library, however solely from the Promoting & Advertising and marketing matter. You’ll have entry to the Instruments panel, however solely to open a few compliance checklists, 5 white papers etcetera. It’s abundantly clear that the Free possibility is barely ever supposed to offer a tempting taster of the complete product – which isn’t low cost.
The paid model relies on six and twelve-month rolling subscription choices, unlocking all of the App’s content material and the complete suite of options and paperwork accessible. Ranging from $299 and rising to $499, CCO Companion isn’t pocket change. Nevertheless, for the breadth and depth of knowledge contained, and the flexibility to tailor the App to your personal exact necessities, the complete unlocked CCO Companion represents a tempting funding to your agency.
CCO Companion will not be an App which units out to startle your senses with wonderful graphics or flashy animations. With its user-friendly mixture of accessible info and easy but highly effective performance, CCO Companion is a no nonsense reference software which can by no means be far out of your fingertips. The free model is barely a taster, however with subscription choices proving good worth over time, each funding adviser within the land will need this App of their arsenal.