TRAININGMasterTracking is our product offering that provides our clients with videos related to several targeted compliance topics. Clients have the ability to select any number of videos within our libraries and are able to utilize a custom training portal that is for exclusive use of the targeted audience. We also offer firms assistance with the development of their annual Needs Analysis and Training Plan and Annual Compliance Meeting.
We have a team of experienced Consultants able to act as your firm’s FinOp on an interim or permanent basis. Our Consultants have experience with a large number of firms that range in services, from retail, institutional, to investment banking only.