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Integrations

At Red Oak, we understand the importance of creating efficiencies by leveraging integrations. Our clients currently have integrations with the following industry-leading solutions.

Red Oak has been a great addition to our Compliance toolbox. Red Oak’s greatest strength lies with its support team who is always readily available and consistent in ensuring the application is tailored to our needs. The application has allowed us to increase service levels to our business partners through its customizable, multi-use platform. It has been a pleasure to work with Red Oak.

Stephanie Prince
Advertising Compliance Manager
VanEck Associates Corporation

Since securities compliance is never a joke, we implicitly trust the services of Red Oak. Extremely knowledgeable with great customer service, they’re the only consultant we use to serve us. The systems are great, and the people are too. In this complex world they tell us what to do.

Michael Koch
CCO
Thornhill Securities

I can’t tell you how pleased I am! AdMaster has made my job so much easier!

Tom Kennedy
Advertising Compliance Executive Director
Waddell & Reed and Ivey Funds

Thanks for everything. AdMaster has been one of the best software experiences I’ve had in a long time.

Corey Gamble
Chief Compliance Officer
Hansen McClain

AdMaster really makes it easy to share, edit, update, and store documents for Compliance purposes and it’s made my job much easier to manage everyone.

Monica L. Young
Compliance & Suitability Department
Partners Advantage

You guys rock!

Emanuel Romero
Chief Compliance Officer
Futurity First Insurance Group

Integrations

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