Joot Blog

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

Testing 1-2-3

Oct 25, 2019 1:00:00 PM / by Bo J. Howell posted in Technology, Policies, beta, Compliance Testing

Having the right policies and procedures in place is a key component of an effective compliance program but it’s only part of the equation. Maintaining consistent adherence to these policies and procedures is equally important. One of the things our customers have asked for is a more efficient and automated way to do this. That’s why we are excited to announce the official release of our Testing Manager, the fourth component in our integrated web-based compliance platform for small- and mid-sized registered investment advisers (RIAs).

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Making Things Beta

Jul 25, 2019 4:30:00 PM / by Bo J. Howell posted in Policies, Joot, beta

There is still some time (but not too much time) to get yourself into the beta program for Joot's NEW Policies and Testing Manager

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You Beta Believe It!

Jul 15, 2019 9:53:00 AM / by Bo J. Howell posted in Policies, Joot, beta

It’s summertime, and it's hot, very hot! But here at Joot, we’ve been working on some pretty cool things, and today, we’re announcing the launch of our beta program for the latest addition to our CCO Tech compliance platform: Policies and Testing Manager! (We’re considering a cooler name for this great tool, so if you have suggestions, leave a comment below. Personally, I wanted to call it Mjöllnir, but that doesn’t roll off the tongue.)

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