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CapitalROCK, LLC
CapitalROCK, LLC
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About
45 E Center St Ste 201, North Salt Lake, UT 84054, USA
Overview
Intelligent Business Analytics for Financial Advisors and Firms
CapitalROCK, the creator of RightBRIDGE, offers financial services firms a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types, and products. Many of the country's largest independent, bank, and insurance broker-dealers rely on RightBRIDGE systems to meet their compliance and documentation obligations for regulations such as Reg BI, Reg 187, and the DOL's PTE 2020-02.Each RightBRIDGE deployment is tailored to the licensing broker-dealer's specific products, policies, and compliance requirements. Every analysis is accompanied by CapitalROCK's exclusive ReasonText™, which is automatically generated, client-specific, and recommendation-specific text. This text documents whether a proposed action meets the licensing broker-dealer's best interest requirements and explains why.
Intelligent Business Analytics for Financial Advisors and Firms
CapitalROCK, the creator of RightBRIDGE, offers financial services firms a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types, and products. Many of the country's largest independent, bank, and insurance broker-dealers rely on RightBRIDGE systems to meet their compliance and documentation obligations for regulations such as Reg BI, Reg 187, and the DOL's PTE 2020-02.Each RightBRIDGE deployment is tailored to the licensing broker-dealer's specific products, policies, and compliance requirements. Every analysis is accompanied by CapitalROCK's exclusive ReasonText™, which is automatically generated, client-specific, and recommendation-specific text. This text documents whether a proposed action meets the licensing broker-dealer's best interest requirements and explains why.
Products
Over fifty broker-dealers use RightBRIDGE systems pre-transaction to score, risk rate...
Post-Transaction Monitoring Validate transactions to ensure consistancy w...
Featured Content
Posted by :
Connor T.
CapitalROCK, LLC
Contacts
Connor Thomas
CapitalRock, LLC
Vice President of Business Development
Michelle Hyde
CapitalRock, LLC
Office Manager
Neil Wert
CapitalRock, LLC
Senior Director, Business Development
Locations
45 E Center St Ste 201, North Salt Lake, UT 84054, USA
45 E Center St, North Salt Lake, UT 84054, USA
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