FA Whitepapers


September 2017


Disclosure to Comprehension:
Mitigating Risk in a Fiduciary World


Learn how the Istonish Aprisi Assure compliance solution can help you obtain "evidence of comprehension" that builds trust with your clients, and reduces the risk of regulatory compliance investigations and litigation.




AXA: For Today's Multifaceted Challenges

These days, achieving financial security has become a multifaceted challenge.  People are living longer, afraid of outliving their savings, and facing a range of changing requirements and concerns.