Joot Blog

Stay up to date with perspectives, news, and updates pertaining to investment management technology, legal, compliance, and more.

Announcing JootAI Powered by MySocialPulse

Nov 29, 2021 1:52:13 PM / by Karen Mauk posted in Announcement, Artificial Intelligence, Compliance Technology, FinTech, RegTech

Get a free trial of JootAI powered by MySocialPulse today and join us as we build the future of RIA compliance, together.

Read More

CCO Tech Announces Advisory Board

Mar 28, 2019 11:00:00 AM / by Dina Tantra posted in Announcement

CCO Technology is pleased to introduce three experienced entrepreneurs and leaders to inaugurate its new Advisory Board: Jon Dollan, Kimberly Tapia and Craig Chambers. According to Bo Howell, CEO of CCO Tech, the firm wanted insightful leaders to formalize the exchange of ideas between CCO Tech and the industry. “We sought a diverse group of experienced entrepreneurs in the technology, services, and cybersecurity space, and Craig, Jon, and Kim have all of that and more,” Howell said. He noted that each member brings significant experience in areas of technology innovation, strategic partnerships, and development of products and services. Howell also noted that all three members served in the U.S. military, as did Howell, a point of pride for CCO Tech. Kim Tapia, new board member, expressed her excitement in being part of CCO Tech in its early days. “Bo and I spoke often in 2018 when the company was in its infancy, so it is energizing to watch how CCO Tech has already grown in the first year and where it is headed in 2019 and beyond.”

Read More

CCO Tech - Now at Your Service

Mar 14, 2019 1:00:00 PM / by Bo J. Howell posted in Service Providers, Announcement, Compliance Technology, Technology

Ever since I founded CCO Tech, we’ve been talking about our proprietary technology and how deeply committed we are to helping you remain independent, protect your reputation, keep your house in order, and achieve peace of mind that your compliance program is buttoned up and exam ready. But we heard from so many of you over the past few months that technology is only part of the solution. Often, you also need a reliable partner, maybe even a compliance steward. Our clients and beta testers have provided great feedback on our system, but they’ve asked for more.

Read More

Peter Michael Allen, IM Cincy's First Guest Author

May 24, 2018 8:30:32 AM / by Bo J. Howell posted in New Author, Peter Michael Allen, Announcement

Dear Readers,

Read More