Improvements to Joot Compliance Calendar

Improvements to Joot Compliance Calendar

RIA compliance is both repetitive and time consuming. Keeping track of important compliance deadlines and dates is a required part of a full compliance solution. Our recent redesign of Joot Compliance Calendar simplifies the process by auto-populating important compliance tasks from other compliance modules while providing a cleaner user experience.

Getting Started with Compliance Calendar

Your Compliance Tasks All in One Place

When viewing the Calendar tab in Joot, you’ll see a calendar display focused on the current date. Joot auto-populates important compliance dates and deadlines while also allowing you to customize and create tasks.

Full Calendar View Joot Compliance Calendar Full Calendar View
When clicking on a task, you’ll see all the relevant task details such as title, date, recurring frequency, description, and even an attached document from Joot Documents. From the details popup you can choose to delete this task from your calendar, update the task’s status, or edit the task details.

Calendar Task Details Joot Compliance Calendar Task Detail
Calendar Edit Task Joot Compliance Calendar Edit Task
Create new tasks from the full calendar view, or switch the calendar mode to Agenda. With the Agenda view, you can easily see the full task name, due date, and status.

Calendar Agenda View Joot Compliance Calendar Agenda View
Our improvements to the Joot Compliance Calendar are more than aesthetics. While much of the base functionality remains the same, we’ve made the process faster and smoother to help keep your important compliance scheduling simple.

Joot is a unique blend of technology with hands-on service that ensures your compliance program is prepared for a visit from the SEC. Feel free to contact us for more information, or check out our technology and services for a quick overview of what Joot has to offer.