Connect with Laxmi Ramanath at the Future Proof conference at Huntington Beach LA to hear about La Meer Inc.‘s integrated GRACE platform to manage and grow your clients efficiently and compliantly.
La Meer Inc. (www.lameerinc.com) is an award winning wealth tech vendor that offers operational efficiency in client management by integrating the front – middle and back office with our Compliance, Advisor and Client Portal.
Our GRACE cloud based web-mobile integrated yet modular systems for Compliance and Conduct Risk management, Client management , Suitability, Product governance, Trade Surveillance, IT Cybersecurity, Data Privacy and Business Continuity, AML, Vendor Risk, Branch and Rep Exams and Outside Activity Monitoring builds the single source of truth for the organization. We help you comprehensively address the Fiduciary rule, Regulation Best Interest obligations for BD/RIAs as well as compliance to FINRA/SEC requirements and expectations.
Think of how powerful this data can be. You can get latest real time information on each of your clients, their accounts, investment statements, the products you have sold to them, the trades that were done, fees that were generated, the commissions you paid, the advisors and reps and their performance and excesses if any, customer complaints, disclosures that you can share and its status , third parties and conflicts of interest, annual portfolio reviews all at a click of a button. You can sleep in peace with no worries that you are managing your clients with full compliance by enabling your advisors, clients and compliance through the single system. Regulatory exams will be a breeze with GRACE
Build trust, grow your clients and provide them the assurance that you are working in their best interest with GRACE
Write to me to connect on linkedin or write to us at info@lameerinc.com for a web demo.
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