Streamline your compliance process with the proposed AdReview Upload feature, designed to simplify the approval of marketing materials created outside FMG. Advisors could easily upload files directly into FMG, routing them seamlessly through compliance for swift review and approval, eliminating the hassle of managing multiple platforms.

Use Case:

Picture crafting a compelling presentation using your preferred third-party software, and needing compliance approval. With AdReview Upload, you could effortlessly upload the file into FMG, initiating a smooth compliance review process. This feature makes obtaining compliance clearance straightforward and efficient, allowing you to focus on impactful client interactions.