XY Adviser AdviceTech Podcast #12 – Fourth Line
Source Of News
By XY Adviser AdviceTech Podcast, 11tth November 2022
AdviceTech Podcast #12 – Fourth Line
In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line’s risk management and compliance software, how it complements existing frameworks, and where they’re headed in the future.
LISTEN to the episode here: https://www.xyadviser.com/podcasts/australia/advicetech12/
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Fourth Line is a rigorous RegTech risk management and compliance system for advice practices, dealer groups and other wealth management participants. Fourth Line uses algorithmic approaches to simplify the complexity in advice reviews whilst maintaining human oversight, empowering compliance teams to coach and develop strong advice behaviors through data driven insights from advanced analytics for adviser, practice/dealer group and industry benchmark comparison with centralised document storage and access to meet regulatory needs.
For information email: info@fourth-line.com.au