The AdvisorWebsites platform allows Compliance Reviewers to add an identifier per website. This identifier will appear in both the Task list and Site directory to expedite the finding of specific Advisors/Sites.
If you would like to include this within your workflow, please get in contact with our Compliance Support team.
To improve the turnaround time for our compliance officers, we've created a dedicated email to expedite compliance requests. To get in contact with Compliance Support, please email firstname.lastname@example.org or submit a ticket. We've also introduced a dedicated compliance line at 1-866-638-0273 ext.5, if there's ever anything urgent.