Become a Broker Dealer Partner Today
As a prominent and trusted provider, Smarsh Sites is an ideal partner to help financial professionals establish a solid online presence. Our business development consultants are happy to explore and evaluate opportunities to form valuable partnerships.
Over 100 Broker Dealers
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Features for Broker-Dealers
- REVIEW WORKFLOWDevelop content management workflow that allows multiple people to review, edit and approve content, based on your business and content rules.
- CONTENT LIBRARIESRepresentatives can choose from a library of pre-approved content, minimizing the efforts of the compliance department.
- AUDIT TRAILStore history of comments and content approvals/declines, so you can ensure a comprehensive audit trail is in place for regulatory requirements.
- DISCLAIMERSDisclaimers are automatically inserted on every page for regulatory consistency.
- NOTIFICATIONS Send notifications to representatives when a website requires action and when content changes are declined, including a reason for the decline.
- REPORTING Build reports based on any website action or activity, including metrics within the Sites’ widget controls.
BECOME A PARTNER
Smarsh Sites Platform Training:
Tuesdays and Thursdays
10:00 a.m. Pacific Time
To attend a training session:
Go to https://smarshsites.webex.com/
5 minutes before the scheduled meeting time
and click “Join” on the right side.
1–888-379‑5724 or email email@example.com
1–888-379‑5724 or email firstname.lastname@example.org