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Droit Cross Border
Offer the Right Products at the Right Time
Providing the best, most relevant investment opportunities and services for global clients means navigating the latest cross-border rules from detailed country manuals, as well as institution-specific policies.
However, this is time-consuming and complex for advisor and compliance teams, ultimately impacting client experience and business opportunities.
Droit Cross Border is built on the patented Adept platform and automates the decision-making processes to ensure products and services offered have satisfied cross-border regulatory and compliance policies for international clients, along with a traceable, transparent view of decisions.
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Digitizes and updates relevant cross-border policies and rules to match individual client profiles.
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Patented technology to quickly and easily prove any decision in a way that is fully auditable, traceable, and repeatable.
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Empowers advisors to make the right client decisions while adhering to the correct regulatory framework.
Read More on Droit Cross Border
Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development. The round was co-led by UBS and Pivot Investment Partners.
Regulatory Reporting Product of the Year
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Americas Regulatory Solutions Provider of the Year
