ON DEMAND: Intro to Risk Management and Trade Surveillance

We’ve seen a great deal of excitement since our acquisition of jaccomo, the premier compliance, data integration, financial reporting, and advisor compensation system for the wealth management industry. Our webinar last week asked the question “Is eliminating risk one of your firm’s New Year’s resolutions?”

Docupace Chief Marketing Officer, Ryan George and Robert McGill, Executive Vice President, General Manager – jaccomo at Docupace discussed Docupace’s new risk management and trade surveillance capabilities, including identifying patterns of risk, eBlotters, the “big picture” on surveillance and the Big D – data.

Click below to view the webinar recording to learn more about how your firm can take advantage of these solutions.