Four Eyes Financial
www.foureyes.financialFor Wealth Management firms that are tired of spending weeks, even months pulling together evidence for a regulatory audit. The Four Eyes Intelligent Compliance Platform gives them a way to digitally capture, archive and retrieve communication between head office & advisors, and advisors to their clients. Four Eyes enables registrants to immediately “show their work”. The Four Eyes platform drives greater capacity and scale. Consisting of three key products that work amazingly well on their own, and exponentially better together. These three products enable firms to Go Beyond the Trade Blotter for enhanced Compliance Management. Beyond the CRM for digital pre-trade suitability to minimize post-trade compliance alerts. And to Go Beyond the Client Portal to digitally capture conversations. Wealth firms are changing how they communicate risk. Four Eyes is your Canadian partner in this change. 2021 - Best Compliance as a Service Solution award by the CRTA 2021 - Lori Weir wins 5-Star Leading Women in Wealth award by Wealth Professional
Read moreFor Wealth Management firms that are tired of spending weeks, even months pulling together evidence for a regulatory audit. The Four Eyes Intelligent Compliance Platform gives them a way to digitally capture, archive and retrieve communication between head office & advisors, and advisors to their clients. Four Eyes enables registrants to immediately “show their work”. The Four Eyes platform drives greater capacity and scale. Consisting of three key products that work amazingly well on their own, and exponentially better together. These three products enable firms to Go Beyond the Trade Blotter for enhanced Compliance Management. Beyond the CRM for digital pre-trade suitability to minimize post-trade compliance alerts. And to Go Beyond the Client Portal to digitally capture conversations. Wealth firms are changing how they communicate risk. Four Eyes is your Canadian partner in this change. 2021 - Best Compliance as a Service Solution award by the CRTA 2021 - Lori Weir wins 5-Star Leading Women in Wealth award by Wealth Professional
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Chief Executive Officer , Co - Founder
Email ****** @****.comPhone (***) ****-****Director of Client Success
Email ****** @****.comPhone (***) ****-****Lead Fullstack Developer
Email ****** @****.comPhone (***) ****-****Junior Software Developer
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