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The Best Advertising Review Sofware.


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

Cathy Vasilev
Vice President, Red Oak

35% Faster Approvals

Is waiting too long for your marketing material approvals slowing down sales growth? Our clients get material approved faster so they can use it to drive sales.

70% Fewer Touches

Documenting and fixing deficiencies takes time and effort. So do inefficient processes. Our clients get material approved for use with a lot fewer touches, getting it to market faster and saving costs.

100% Books and Records

Red Oak’s software is SEC 17(a)-4 compliant and used for official electronic books and records. Red Oak provides the necessary Letters of Undertaking.

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