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Free Online Compliance Tool
Compliance Scorecard
Perform a regulatory compliance self assessment for free.
Get your confidential compliance score in 5 mins.
Compliance Checker for Financial Advisors
Over 58% of insurance advisors fail to comply in annual audits facing suspensions, penalties or even losing license.
Audit is part of being in business. Proactively protect your business by using this compliance checker tool.
It covers different stages of the flow such as notes, documentation and client communication, so that you will know where you fall behind in regulatory compliance practices.
Benefits of Compliance Self Assessment
Be on Top of Business
Know everything about your business practice. See what is missed, where you lacked and how to improve.
Protect Clients
Clients entrust advisors with their private information. Self assessment helps in identifying privacy issues & resolving them.
Be Ready for Audits
Identify compliance risks in advance and always be ready for annual regulatory audits. Improve efficiency and lowers costs.
Save Time
Regularly assessing compliance risk saves significant amount of time. Avoid the headache of having to sort through a non-compliance issue.
Maintain Reputation
Compliance assessment helps in identifying potential issues in advance, reducing the chance of failure, thus, protecting your reputation.
Make Informed Decisions
Identify compliance risks proactively. Make sure to address each one so that you can make informed decisions.
Features in Compliance Scorecard
This compliance scorecard tool is the most comprehensive compliance checker in the market.
Self Analysis Only
This tool is an independent self analysis only tool and is not linked with any regulatory organization.
No 3rd Party
There is no 3rd party involved and your data and information is neither shared nor sold to anyone.
Well Organized
The flow and questions are well organized that makes it easy to answer and understand the results.
Confidential Report
The result report is only shared to the email provided by you. No one can access or share it.
What are you waiting for?
Click the button below, answer few questions and get your regulatory compliance assessment report for free.
An Automated Compliance CRM For Financial Advisors
Quick Links
Connect With Us
Email: hello@bluemind.app
Phone: 1-844-844-6525
A Compliance Companion Tool For Financial Advisors
Quick Links
Connect With Us
Email: hello@bluemind.app
Phone: 1-844-844-6525
A Compliance Companion Tool For Financial Advisors
Connect With Us
Email: hello@bluemind.app
Phone: 1-844-844-6525
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