Release Notes: New InvestorPOS Delivery platform CRM2 compliance enhancements

At the time an order has been placed the user has the ability to select the ‘CRM2 Fee Disclosure
Completed’ as well as add notes that apply to the order(s) that
have been placed. This information is
captured at the order level and can be accessed via the “Compliance Reporting” section of the site.

View Full PDF