Vertafore has been a trusted advisor in the business of compliance management for more than 40 years. During these years, we have learned more about the needs of broker-dealers, advisors and carriers, refined our tools and gained valuable expertise in regulatory requirements.
Effective and proven web-based technology
- Electronic processing
- Guaranteed 24-hour turnaround (standard appointment processing)
- Personalized service via a customized call center
- Experienced staff