Revolutionizing compliance for good

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Stop playing compliance catch-up

Get ahead with easy-to-use technology and expert consulting services so you can manage compliance AND your business equally well.

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With Joot’s help, we are now able to focus on serving our clients with the assurance that we’re doing the right things to meet regulatory requirements and protect our clients.

Jeannette Jones
Jeannette Jones
Founder, The Asset Advisory Group

What do you get when you outsource compliance to Joot?

years of experience

Get Compliance Expertise

Our compliance experts have a combined 80+ years of experience.
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cost of in-house CCO

Save on Quality Service

Let Joot take the burden of SEC compliance off your shoulders for half the cost of an in-house CCO.
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time savings

Let Us Help

Managing your own compliance is a distraction for your business. Let Joot’s experts simplify compliance for you.
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You shouldn’t have to worry about your RIA compliance program being exam ready

Joot helps you master compliance so you can focus on helping your clients.

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The system is elegant, and the compliance review is quite easy. The platform will be a nice automation for our advisers and the compliance team.

Steve King
Steve King
VP, Wealthquest

Joot eases the compliance load for CCOs at small- to mid-sized investment advisory firms

Use our technology to automate repetitive compliance tasks and organize your compliance documents, calendar, and activities in one place.

Or have our consultants manage the RIA compliance areas you don’t have time for.

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