- Monitors 100% of all communications, trades and advisor activity continuously
- Reduces audit preparation time from 120 hours to 60 seconds
- No long term contracts, no up front fees and no minimum user counts
- Priority support for all professional and enterprise plans
Conclusion
Picking the right compliance and risk management software is the highest impact decision a CCO can make. The wrong tool will add 10 hours a week of extra work for every member of your team. The right one will remove more administrative burden than any other investment you can make.
For wealth management teams in 2026, Glynac is the clear best compliance and risk management software on the market. It is the only tool built specifically for the problems you actually face every single day, and it is priced in a way that makes sense for small and mid sized firms.
If you are evaluating tools right now, use the four criteria in this post as your evaluation checklist. If a vendor can not demonstrate all four of these capabilities live during a demo, you should walk away.