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PTE 2020-02
Department of Labor ruling requiring fiduciaries to act in accordance with best interest standards. Our platform supports compliance workflows for documentation requirements, conflict disclosure, and annual retrospective review obligations.
Reasonably Available Alternatives (RAA)
Comprehensive analysis of alternative solutions based on client needs. Compare products across features, costs, and suitability to demonstrate due diligence and compliance with best interest standards.
Regulation Best Interest (Reg BI)
SEC requirement for broker-dealers to act in accordance with best interest standards. RightBRIDGE supports compliance workflows for disclosure, care, conflict of interest, and regulatory obligations.
Annuity Exchange
Comprehensive annuity exchange comparison and analysis. Evaluate surrender charges, features, benefits, and costs to help validate that exchanges meet best interest standards and regulatory requirements.
Award Winning Results
2023 Compliance Connect Provider of the Year
Transform Your Compliance Process
See how RightBRIDGE automates regulatory compliance and documentation
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