Marketing Review Solution

Marketing Review Solution

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ACA's Marketing Review solution provides a full management workflow for submitting, reviewing, approving, and archiving marketing and advertising materials. 

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  • View the status of submissions, receive notifications, and visualize your workload
  • Search the electronic archive of materials

Submissions Workflow

  • Create a tailored process for reviewing and approving submissions
  • Customize submission forms with user-defined fields
  • Upload materials for review to FINRA via AREF

Audit Trail and Reporting

  • View a complete work log of all submissions and reviews
  • Run metric reports for business owners
  • WORM-compliant storage of submission records available

Other Features

  • Annotate and mark up PDFs using built-in tools
  • Seamlessly access your firm's enterprise system via single sign-on (SSO)

marketing review solutions