See the RightBRIDGE® PTE 2020-02 Solution in Action

PTE 2020-02 requires fiduciaries who rely on transaction exemptions to only provide advice that is in the customer's best interest. RightBRIDGE® addresses these requirements with built-in functionality and additional PTE 2020-02 specific tools.

Request your personalized demo today.

What you'll discover:

  • Product Profiler® optimized for Impartial Conduct Standard compliance
  • ReasonText® that documents facts, circumstances, and fees automatically
  • Plain-English explanations of the best interest status of every rollover
  • Compliance Dashboard for trend identification, outlier detection, and case sampling
  • Comprehensive documentation supporting fiduciary duty requirements

Questions? Call us at (804) 495-3644 .