The Clear Disclosure Partners RIA Due Diligence and Monitoring Platform is priced at $3600 annually or $325 monthly via credit card. All Service Agreements are for a term of one year and are renewable annually.
- We build your firm’s Due Diligence and Monitoring Program
- We write your Policies & Procedures
- Dedicated workspace for documentation
- We perform and satisfy due diligence requirements
- We frequently monitor your service providers
- Audit ready and we help you respond to auditors
- You own your documentation