Book a Demo
Find out if Redan is right
for your firm.
30 minutes. We'll understand how your firm handles compliance today. You leave knowing whether Redan fits — and exactly where it would plug in.
“Every SEC examination starts with a document request. Most firms spend the first 72 hours scrambling. We built Redan so you don't have to.”
— Built by compliance professionals who have been through it
What We Cover
Tell us what matters most.
Marketing Rule Compliance
Does your review process hold up under examination?
When an examiner asks for marketing files and the CCO's written approval, can you produce both? Redan handles the review, the reasoning, and the record.
Vendor Due Diligence
Can you produce a DDQ for every active vendor relationship?
SEC examiners ask for vendor documentation. Redan maintains a living registry with signed CCO determination memos for each relationship.
Compliance Training
Do you have timestamped completion records for every employee?
Annual, onboarding, and remedial training — with completion timestamps that satisfy SEC recordkeeping requirements.
What to Expect
Not a pitch. A fit call.
01
We understand your workflow
We'll ask how your firm handles compliance today — marketing review, vendor documentation, training records. No prep needed.
02
You tell us what's urgent
Marketing review backlog? Exam coming up? Vendor documentation gaps? We focus on what matters most to you right now.
03
We show you the fit
If Redan makes sense for your firm, we'll show you exactly how it handles your specific situation — not a scripted walkthrough.
Pick a Time
Choose a time that works.
Answer three quick questions, then pick a slot. We'll come prepared.