Our Compliance Team is accessible to our network, because without you and your practice, we are looking for new jobs (and we like these jobs). We know that business moves quickly; and timely, accurate answers are essential (we’re talking same day in most cases). We know that most “asks” come from a desire to find a unique solution for your clients, so we try to get to “yes.” If we can’t find a path to “yes” we’ll be transparent with you and explain exactly why. Finally, we know that your time is valuable; so, we strive to be as efficient as possible by leveraging technology like SmartRIA and Docusign as well as being proactive rather than reactive whenever possible.