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Broker-Dealers

AltaStreet Compliance Manager

Compliance simplified.

A website is so much more than a static brochure. Companies change, and their websites will change with them. The AltaStreet Compliance Manager empowers an advisor to make all the needed changes, and allows the broker-dealer to keep up with compliance!

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

Partnerships

AltaStreet is the premier partner to help financial professionals in your organization to establish a credible and professional Web presence. Partnership with AltaStreet offers the following benefits:

  • Website design and hosting referral discounts up to 20% *
  • Improved efficiency through automation, intuitive design, and more
  • Personalized service for clients of all sizes

» Contact our sales team to request more information about becoming a partner.

» View a list of our current partners.

* Discount rates range from 10% to 20%, depending on the volume of referrals.