Marketing Review Solution

Marketing Review Solution

(MRS)

 

Request a Demo

FEATURES


DASHBOARD

  • 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)

Want to learn more about ACA's Marketing Review Solution (MRS)?

 

Request a Demo