The complete platform for broker-dealers to manage disclosures, track recommendations, and maintain compliance with SEC Regulation Best Interest.
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Prsperite provides comprehensive tools to help your firm meet all SEC Regulation Best Interest requirements.
Create, customize, and deliver Form CRS and relationship summaries with automated variable replacement and version control.
Document the basis for every recommendation with built-in best interest analysis, cost comparisons, and conflict disclosures.
Maintain comprehensive client profiles with investment objectives, risk tolerance, and complete disclosure history.
Join broker-dealers who trust Prsperite for their Reg BI compliance needs.