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Are your policies and WSPs spread over multiple documents, edited in Word, and hastily pieced together in a PDF document? Are revisions difficult? Do you have to renumber or redo references and links with each revision and update? Is the formatting inconsistent and not visibly organized in a clean manner?
With our NEW Policies application, we eliminate all of these frustrations with features designed to make policy and WSP management easy and convenient.
With our NEW Policies application, we eliminate all of these frustrations with features designed to make policy and WSP management easy and convenient.
Policies organizes, manages and delivers your firms policies and WSPs. Policies provides a clean, easy-to-use, easy-to-search and up-to-date experience for your advisors. Policies brings all of your procedures, policies, WSPs and other documentation into one place that can be accessed on both a desktop and mobile devices.
Our Policies app provides flexibility in policy design and maintenance while ensuring consistent formatting and style, something that is often an issue with other providers or current manual processes.
Our Policies app provides flexibility in policy design and maintenance while ensuring consistent formatting and style, something that is often an issue with other providers or current manual processes.
Our Policies app allows for:
- Comprehensive timed releases of policy updates
- Version control with the ability to compare previous versions
- Full audit trails and reporting
- Change controls with clean and consistent formatting throughout
- Built-in, easy to use search functions
YOUR RETURN ON INVESTMENT
Our POLICIES application helps reduce risks and lower costs associated with managing policies and WSPs. Our full-service approach, superior technology, and reasonable pricing reduces your costs associated with creating, editing, formatting, publishing, and tracking changes to your policies and WSPs.
We understand that policy management can be challenging and time consuming, which is why our implementation comes with full service and complete support.
Our full service, dedicated account management approach is offered at no extra charge, eliminating the need for costly and time consuming training and system management. Updates to policies can be sent to someone you know and trust at SiteQuest Compliance, someone who knows you and your policies needs. We will make your policy updates and allow you to review, preview, and approve the changes prior to them going live.
Our POLICIES application helps reduce risks and lower costs associated with managing policies and WSPs. Our full-service approach, superior technology, and reasonable pricing reduces your costs associated with creating, editing, formatting, publishing, and tracking changes to your policies and WSPs.
We understand that policy management can be challenging and time consuming, which is why our implementation comes with full service and complete support.
Our full service, dedicated account management approach is offered at no extra charge, eliminating the need for costly and time consuming training and system management. Updates to policies can be sent to someone you know and trust at SiteQuest Compliance, someone who knows you and your policies needs. We will make your policy updates and allow you to review, preview, and approve the changes prior to them going live.
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