How are you managing your Policies and WSP’s?

​​Our platform offers a centralized location for providing your advisors
​with professional and current policies and WSPs. 

Consistent Formatting

Our branded landing pages, featuring your logo and custom content, provide your advisors a unified and consistent experience.

With our application, you can ensure that your policies' formatting, numbering, and organization are consistent. ​Additionally, you can add custom notes and rules, further enhancing the customization of your policies.

Favorites

Our platform allows advisors to select and save their favorite sections of your policies and WSPs for future reference. This time-saving feature enables each advisor to create and manage a personalized list of frequently accessed sections.
 
Advisors can easily find and reference their saved sections, streamlining their workflow and maximizing productivity. Our Favorites feature eliminates the need to search through lengthy policies, allowing advisors to focus on their work and achieve their goals efficiently.

Powerful and Intuitive Search

Our search feature is fast, powerful, and connected to all of the resources published throughout your Policies and WSPs. 

Topics and Tags

Our platform offers a solution with our Topics feature, which enables advisors to link related topics across all your policies and WSPs. These topics then connect to various sections within policies and WSPs, bringing together commonly related content that may be scattered across multiple pages.
 
This feature streamlines the search process and enhances accessibility, allowing advisors to easily find and reference the information they need without relying on external support.

Links, Attachments, & Rules

POLICIES enables you to streamline the accessibility of important information by linking related policies, documents, and PDFs directly within our application.

Our solution allows you to connect policy references to one another, present links to regulatory rules, and provide links to download documents like forms.
These options not only add convenience but also create a seamless and dynamic experience for your advisors. All the information, references, and documents they need are just a click away, enhancing their efficiency and productivity.

VIP Level Service

Keeping track of multiple documents, managing their versions, and ensuring consistent formatting and presentation can be a challenging and time-consuming task.

POLICIES offers a VIP full-service, dedicated account management approach that eliminates the need for costly and time-consuming system management at no extra charge.

You send policy and WSP updates to someone you trust at SiteQuest Compliance who is familiar with your policy needs. Our team will make the necessary updates, and you can review, preview, and approve the changes before they go live.

With our dedicated account management approach, you can save time, reduce costs, and ensure the consistency and accuracy of your policies and their presentation.

Workflow and Previews

Review and preview changes and updates before they are published, using our intuitive workflow. With our workflows, you can preview changes, approve or disapprove them, add comments, and more.

This ensures you have complete control over your policies and can make informed decisions before publishing any changes. Our user-friendly interface makes it easy for you to navigate through the changes and quickly provide feedback.
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Workflows streamline your policy management process and ensure that your policies are always up-to-date and accurate.

Task Scheduler 

Task Scheduler lets you set automatic email reminders within the system at designated intervals, ensuring timely updates to policies and WSPs. Easily assign individuals to receive these reminders, streamlining accountability and collaboration. Policy update assignments emailed out through Task Scheduler are editable files that track all changes and revisions within each section. Task Scheduler allows these changes to be easily uploaded while automatically notifying compliance for final approval. Also included is a notes section, enabling you to include specific comments and additional reminders within the Task Scheduler. 
Increasing productivity and organization with the Task Scheduler will help ensure your firm’s policies are regularly updated.

Timeline and Historical Views

Our Timeline View is a powerful tool that lets compliance and admin users view version releases, specific dates, and authorized changes to their WSPs and policies. Quickly track changes, compare different versions of policies, and ensure that your policies are always up-to-date and compliant. Preview and approve changes before they are published.

This gives you complete visibility into the evolution of your policies over time. Timeline View is an essential tool for any organization that values transparency and accountability in policy management.

POLICIES is loaded with many more features including:

  • ​Release Notes: Quickly identify when updates and changes have been made, and who authorized them. 
  • Portability and Printability. All the options you need to cleanly print up and download entire manuals or specific sections or pages as they are requested by auditors and regulators.
  • Side-By-Side Reviews with comments features.
  • Audit Reporting. Track all changes made to your documents including who made them, when they were approved, when they were published and everything in-between.  
  • Merge Fields: Companies with multiple organizations can have multiple versions of the same policies and WSPs displaying different branding logo and company name depending on who is viewing the information. 
  • Desktop AND Mobile Experience​

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