A website is so much more than a static brochure. Companies change, and their websites will need to change with them. The newly improved AltaStreet Compliance Manager empowers the advisor to keep the website current, and allows the compliance department to easily keep up!
For Broker-Dealers
General Features
- Single location to review all AltaStreet client websites
- Simple compliance approval process
- Highlighted changes for updated pages
- Unlimited number of users for each compliance department
- PDF snapshots taken for each update
Notification Features
- Configurable email notifications
- Daily or weekly reminders of pending changes
- PDF snapshots can be attached to notifications
For Advisors
Update your website with confidence! Your changes can be saved for later editing, or submitted to compliance for approval.
Site Snapshot
The Site Snapshot tool allows a compliance officer to print a PDF of any page(s) being monitored by the AltaStreet Compliance Manager. You can also choose if you’d like to see the approved version, or print the latest changes.
Site Archives
The Site Archives tool allows a compliance officer to view the pages of a website at any given date in the past. Just enter a date, click search, and get a list of the most recently approved pages. And they’re ready for download as individual PDFs.
Backup
Catastrophes happen; and you rarely see them coming. But with the AltaStreet external backup system every byte of data, including archives, is securely stored in multiple locations across the United States. So regardless of the catastrophe, your data is safe with us.
