Today FMG rolled out a significant improvement to our Compliance Admin dashboard...
- The submissions pages from New Websites to Profile Info now have a modernized interface.
- Added search to each view to make it easier for compliance analysts to find advisors.
- Compliance analysts can now see all of the cases for a specific advisor within each view. The ability to view ALL compliance cases is a new feature that was not available before forcing compliance users extra clicks or remembering to write down a Case ID.
- We’ve improved the Aging column to include the date the case was submitted and sorted by oldest first.
Here is a short video to highlight the new feature. Feel free to reach out to email@example.com with any questions.