SECURE 2.0 Act
All of our products bundled into a comprehensive solution for you to take on the secure 2.0 act market in scale.
Secure 2.0 Act Solution Features
Compliance + Supervision
Proper approvals, secure data delivery for books and records, and custom monitoring and reporting.
Pricing Tool
A cutting-edge plan pricing platform fit with a custom questionnaire, pricing report, and Docusign at completion.
Client Portal
A platform that delivers documents, educational material, and video content to plan sponsors.
Interested to learn more about our SECURE 2.0 solution?
Schedule a demo with our team below.