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Disclosure Delivery Process
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Custom App Package
Base customization includes: 10 seats (1 admin panel, 9 users), Hosting, Custom Features,
White Labeling, and Data Sync capabilities.
Starting at $6000/annual & up
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Standard Compliance App Features PDF
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Custom Compliance App Features PDF
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Compliance App
(Compliance manager for staff, teams, consultants)
Integrated with a disclosure center to transfer items to a Disclosure App
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Disclosure App
(Disclosure portals for communications with clients, staff, investors, and vendors)
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