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The Policies app from SiteQuest Compliance is a powerful tool used to organize, version control, and distribute your firm’s policies and Written Supervisory Procedures (WSPs) to your employees and advisors.
Experience the benefits of streamlining your policies and WSPs into one online platform that conveys a modern, professional, and branded content to your advisors.
Once you implement our Policies app your advisors will always have the most up-to-date information within reach with easy-to-use search, tags, and navigation technology allowing your advisors will quickly find the resources they need.
Experience the benefits of streamlining your policies and WSPs into one online platform that conveys a modern, professional, and branded content to your advisors.
Once you implement our Policies app your advisors will always have the most up-to-date information within reach with easy-to-use search, tags, and navigation technology allowing your advisors will quickly find the resources they need.
SiteQuest Policies provides benefits across the board for your advisors, compliance and your organization.
BENEFITS FOR ADVISORS
- Easily search across multiple policies and WSPs.
- View topics of connected content, questions or policies.
- Favorites feature allows advisors to build a personalized list of sections to easily access.
- Release notes and updates allow users to see changes made between versions.
- Optimized for mobile and desktop usage.
BENEFITS FOR COMPLAINCE
- Automated audit trail of approvals, changes and versions.
- View, search, and export archived versions of Policies and WSPs.
- Link policies to each other, to forms, to attachments, to FINRA rules, and more.
- Replace time-consuming manual processes.
- Easy to use workflow to review changes
- VIP Service: SiteQuest Compliance manages all the changes, formatting, and online publishing for no additional charge.
BENEFITS FOR COMPANIES
- More professional and branded appearance than pdfs or word documents.
- Great presentation to the field/employees
- Save time and money with fewer support calls or emails looking for answers to policy/WPS questions.
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 VIP Service and complete support.
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 VIP Service and complete support.
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