Presentation Management Software from Accent Technologies Reduces Risk and Ensures Compliance of Sales and Marketing Materials
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MELBOURNE, Fla.--(BUSINESS WIRE)-- Accent Technologies has released the latest version of its Librarian presentation management solution (version 5.0) for retail wealth management and institutional asset management firms to address stricter SEC compliance regulations governing the use of pitchbooks, presentations and other client-facing material.
The solution helps Sales, Marketing, legal and compliance groups charged with oversight responsibilities, control access to specific content, track usage, require the inclusion of mandatory disclosures, and maintain detailed archives for reporting and auditing.
"Accent Librarian(TM) is a solution designed to address a key challenge nearly every firm in the financial services industry faces--controlling the information presented to clients," says Pete McChrystal, CEO of Accent Technologies. "Based on the evolving needs of our client firms, we've aggressively enhanced the solution to address their concerns regarding regulatory compliance."
The Accent solution offers financial services firms a variety of capabilities to help manage client presentation and pitchbook materials, including:
-- Complying with SEC Rule 17a-4 record retention requirements
-- Automatic generation of presentations and pitchbooks from pre-approved
materials
-- Central management and automatic inclusion of required disclosures
-- Automation and Improved accuracy in the quarterly information update
process
-- Reporting and tracking for greater transparency in the review process
Tobin Cochran, Partner/President of the global verification and SEC compliance consulting firm Ashland Partners, says "In this post-Madoff era, trust can be gained through transparency and by a high touch approach when communicating to current and prospective clients. The Accent Librarian(TM) is a solution we are seeing more and more of our clients embrace. It not only helps facilitate the communication process, but also creates the necessary compliance framework (from both a GIPS and SEC standpoint) to support the increased regulatory requirements and market scrutiny financial services firms face."
To view a brief video presentation of the solution, click here.
About Accent Technologies
Accent Technologies specializes in helping investment and banking firms improve critical sales and marketing processes centered on managing, updating and generating client presentations and pitchbooks. For more information on Accent Technologies, Inc., visit our Website at www.accent-technologies.com.
About Ashland Partners
Ashland Partners is a specialty CPA firm with over 17 years of experience serving the investment management community. Ashland offers GIPS compliance and verification services, SAS70 policies and procedures examination services, and SEC consulting services in the form of Mock exams and CCO Resource services. For more information on Ashland Partners & Company LLP, visit our Website at www.ashlandpartners.com.
Source: Accent Technologies, Inc.
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