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Red Oak is the compliance review software of choice in the financial services industry with clients having over $19 trillion in assets under management. Clients range from single State Advisers to many of the world’s largest asset managers
Vice President, Red Oak
I love working with your team. They are always so responsive, helpful and insightful and make my experience with AdMaster first class. Please share this email with your organization and others. Thank you.
I have been working with Red Oak’s AdMaster for almost a year now. I chose to use AdMaster because it is, in my mind, a superior product compared to their “mainstream” competitors. They were able to customize AdMaster to fit my BD and our structure. The best part about Red Oak is their customer service. It is truly unbelievable. There is nothing like emailing their support staff and getting a response immediately with a solution! Rather than waiting days for a return call/email. I know I can pick up the phone and call Cathy or Steve at any time. The unlimited document storage is great too!
The Red Oak staff was prompt and professional in responding to designated FINRA audit considerations. Their evaluation and preparation of materials for submittal to FINRA was timely and persuasive.
As a representative with over 25 years of experience in the industry I considered drafting and filing my own registration documents. The smartest decision I made for my new RIA was to outsource that responsibility to Red Oak Compliance Solutions. They got my approval quickly and efficiently—even working after hours—saving me a lot of time which ultimately saved me money. Their work was superior—they didn’t just meet my expectations they exceeded them. I would highly recommend them to anyone who needs their services.
Red Oak is very competent. I have been an advisor for over 12 years and the documents your firm prepared allow me to compete with other potential advisors of high net-worth individuals.
Cathy and the staff at Red Oak have helped us with a wide range of compliance issues. Knowing we can turn to Red Oak takes some of the load off our shoulders.
I can’t imagine trying to do this any other way. I am so glad I went with you.
We are very pleased with our decision to use AdMaster. With AdMaster our Compliance team does not need to involve our IT team for tasks such as: creating spreadsheets linking to the bulk export of documents, administration of users, customizing data entry fields and drop down fields. I highly recommend AdMaster given my experience and their high quality of service.
Red Oak Compliance handles my compliance requirements and they are terrific!
Just wanted to say thank you!