“Paragon has made it significantly easier to administer our compliance program and gave us the ability to automate several manual tasks, saving hours of work.”
- CCO of Asset Management Firm
Life before Paragon
Laborious, frustrating broker feed management
Navigate broker feeds on your own
Frankenstein-like workflows and procedures
Separate, difficult to track processes in different systems that increases workload
Grueling and confusing employee experience
Unclear, time-consuming compliance tasks
Life with Paragon
Peace-of-mind broker data connections
Paragon Data Labs provides set up, maintenance, and management
Streamlined compliance processes in a central place
Transformed workflows through integration and automation
Painless employee engagement
Unambiguous employee compliance obligations on an intuitive user interface
Technology That Works Together
Our cloud-based platform is designed with flexibility to evolve seamlessly with your firm and the regulatory environment. Paragon has the ability to integrate with your firm’s IT ecosystem delivering a harmonious technology stack.
Broker Feed Management
Get the help you need with setting up, managing, and maintaining employee broker feeds. Our team will onboard and offboard employees’ broker feeds so your compliance department can focus on work that matters the most.
Customer Service You Can Trust
We provide a full-service implementation, but the service doesn’t stop there. Expect quick acknowledgement to service inquiries and regular updates until resolved.
Innate Employee Adoption
We don’t want employees to drag their feet about compliance obligations and neither do you. Our intuitive software solution creates an easy, convenient user experience promoting employee adoption.