A time of crisis for clients; an opportunity for Advisers to demonstrate their value in being the professional fighting for them.
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We’re making it easier for risk and compliance teams to focus on what’s most important in file reviews
We’re making it simpler for financial advisers and compliance teams to collaborate during a file review.
Today we’re introducing an integration with Iress Xplan that makes it simpler for financial services businesses to scale their compliance and risk monitoring across all written financial advice.
Mira is an advanced Artificial Intelligence engine that was designed for compliance analysis. Building on the detailed and accurate regulatory and best interests results captured from every SoA audit, Mira can provide risk…