The Platform

Three domains.
One examination record.

Every SEC examiner question traces back to one of three areas. Marketing. Vendor oversight. Training. Redan builds the forensic record for all three — and assembles it into the Blue Folio.

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The Products

Three areas where
examination risk concentrates.

Marketing Review Console

Every marketing claim. Linked to evidence.

Upload a deck. Redan analyzes every claim against 198 compliance patterns across 13 detection categories. Your CCO reviews flagged items with supporting evidence already linked. One approval workflow. One forensic record.

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Vendor Due Diligence

Every vendor. Risk-classified. On the record.

Every vendor starts with a DDQ. Redan classifies risk deterministically — Critical, High, Medium, Low — based on the questionnaire. Your CCO signs the determination. The record is sealed and exportable.

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Compliance Training

Every employee. Trained. Certified. On the record.

Annual training. New hire onboarding. Remedial courses auto-assigned on failure. Pass/fail engine with completion certificates. Every record WORM-protected for 18 months — ready when the examiner asks.

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MRC PlatformCCOs and marketing teams at RIAs managing performance advertising
VDD PlatformCCOs responsible for vendor oversight and third-party risk documentation
TrainingCCOs managing annual, onboarding, and remedial training for all employees

The Complete Record

Three products.
One Blue Folio.

Each product automatically populates a section of your Blue Folio. Marketing Review Record. Vendor Oversight Program. Employee Training Program. When the SEC arrives, you open one document — not three filing cabinets.

§1–3Marketing Review Record
§4Vendor Oversight Program
§5Employee Training Program
§6–9Regulatory IntelligenceComing
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Three products. One record.

Every claim documented. Every approval recorded. Every exam ready.

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