Topic Compliance Technology
We know the repetitive and time-consuming tasks that make RIA compliance such a challenge. So we built a technology platform to simplify these tasks and make your work more fulfilling. Read about the latest compliance technology developments here.
Upcoming Feature from Joot Labs: Legal Disclosure Template Tool
Drafting and completing legal disclosures are crucial activities for any fund. Here at Joot, we want to improve the drafting process and are building a tool to increase efficiency, decrease errors, and provide a customized disclosure library.
Upcoming Feature from Joot Labs: Communication Compliance Review Tool
Keeping all your communications compliant with SEC standards shouldn’t hold your business back. Here at Joot, we’re building a tool to simplify communications compliance.
Transforming Data into Actionable Intelligence in Regulated Industries
How can AI benefit organizations in regulated industries? Put trust at the center of your AI strategy to transform your data into actionable intelligence.
Improvements to Joot Compliance Calendar
RIA compliance is both repetitive and time consuming. Our recent redesign of Joot Compliance Calendar simplifies your process by helping you keep track of important deadlines and dates.
Insights from a Joot Engineer: Navigating the Intricacies of Startup Life
What's it like working as an engineer at a fast-paced tech startup like Joot? Get one developer's perspective.
How I Found the Easy Way to Create a Policies and Procedures Manual
Struggling to maintain and implement a policies and procedures manual that's specific to your RIA business? Get help here from our special guest author.
Upcoming Feature from Joot Labs: SEC Exam and Audit Preparation Tool
The prospect of an SEC examination can send even the most diligent firms into a panic. Prepare, organize, and make SEC filings with confidence using Joot's upcoming SEC Exam and Audit Preparation Tool.
Improvements to Joot Documents and Policy Manual
Struggling to manage compliance documentation and employee certifications? See how our recent redesign of Joot Documents and Policy Manual simplifies the process.