Master Compliance with Greater Confidence
An unprotected business is not a good business, especially in the wealth management industry. Industry regulation is ever-changing and mired in complexity. It is becoming more challenging AND expensive to ensure that your business is protected. At Chalice, we realize this, which is why we provide the industry-leading compliance solutions of NRS. NRS, integrated with Accuity, delivers innovative consulting, technology and education solutions to financial advisors and securities professionals. Whether you are a one-person practice or a larger business, NRS provides services at all levels to protect your firm. Having these resources at your fingertips will lead to a more compliant foundation for your firm, and ultimately, greater peace of mind.
Exclusive benefits available only to Chalice Network members
- 20% plus savings
- Dedicated Support Team
Some of the key benefits of our compliance solution:
- Customized tiered packages (see matrix chart in the media carousel)
- Customized additional and optional services (see matrix chart in the media carousel)
- Access to dedicated compliance professionals
- Robust proprietary software (Compliance Guardian)
- Educational resources
- Exam prep
- Onsite audit review
- Supervisory solutions
- And many more!