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Wealth Management Solutions
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32 Employees | 5 Contacts
Headquarters

315 East Robinson Street, Suite 300, Orlando, FL 32801, USA

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Digital Assurance Certification, LLC

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Comprehensive Compliance Solutions for the Investment and Securities Industry

Specializing in post-issuance securities and tax compliance, this company offers a comprehensive suite of tools and services tailored for the Investment and Securities Industry. Their portfolio notification system, which is highly utilized by wealth managers, retail brokers, institutional investors, and financial analysts, delivers critical information to support informed investment decisions and regulatory compliance. The company's services extend to acting as a dissemination agent, providing consolidated templates to ensure timely and efficient reporting, and converting documents to meet MSRB requirements. Their platform is also recognized for its reliable rating monitoring and compliance findings, aiding both clients and non-clients in the municipal securities domain.

Additionally, the organization facilitates the development of post-issuance securities compliance programs through model policies and procedures. Their centralized repository stands out for its ability to avoid failed filings, thus solidifying their reputation as a reliable partner in the financial sector. The firm’s comprehensive approach ensures that issuers and obligors meet all ongoing content requirements efficiently, reinforcing their commitment to integrity and accuracy in financial reporting. Through their intricate portfolio notification system, investors can access pertinent data that reinforce prudent investment strategies and adherence to securities laws.

Comprehensive Compliance Solutions for the Investment and Securities Industry

Specializing in post-issuance securities and tax compliance, this company offers a comprehensive suite of tools and services tailored for the Investment and Securities Industry. Their portfolio notification system, which is highly utilized by wealth managers, retail brokers, institutional investors, and financial analysts, delivers critical information to support informed investment decisions and regulatory compliance. The company's services extend to acting as a dissemination agent, providing consolidated templates to ensure timely and efficient reporting, and converting documents to meet MSRB requirements. Their platform is also recognized for its reliable rating monitoring and compliance findings, aiding both clients and non-clients in the municipal securities domain.

Additionally, the organization facilitates the development of post-issuance securities compliance programs through model policies and procedures. Their centralized repository stands out for its ability to avoid failed filings, thus solidifying their reputation as a reliable partner in the financial sector. The firm’s comprehensive approach ensures that issuers and obligors meet all ongoing content requirements efficiently, reinforcing their commitment to integrity and accuracy in financial reporting. Through their intricate portfolio notification system, investors can access pertinent data that reinforce prudent investment strategies and adherence to securities laws.

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315 East Robinson Street, Suite 300, Orlando, FL 32801, USA

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Orlando Location

390 N Orange Ave, Suite 1750, Orlando, FL 32801-1604, USA