EQube's Product Review module provides a platform for firms to review, track and manage potentially new and suitable products for their clients.
Product Review Module Features
Systematic approval process that includes clear, specific, and practical guidelines for determining what constitutes a new product
Seamless request, review and approval workflow process before the product is presented to the new products committee for formal approval
Data analysis utilizing dashboard & charting techniques
A dynamic display of new product attributes
Ability to manage associates new product training
Generate various reports; revenue by product, trending and approval products
And much more
The Product Review module by EQube addresses FINRA rule 2011 and rule 2090.
To inquire about any of the items listed above and additional features please speak with a sales representative.