Mark attestation received and update client records today
Mark attestation received and update client records today
Your attestation submissions are not tracked centrally, creating audit gaps and slow follow-up. It logs submission dates to your master roster and updates contacts so compliance officers have audit-ready data same day.
Overview
Attestation records must be visible and verifiable to pass audits and keep advisors compliant. This flow timestamps each submission in your master roster and updates client contact records so compliance officers can produce audit-ready reports the same day.