Rollovers processed since launch
Assets under management of our clients
Average monthly time saved on rollovers + transfers
Average time saved on your rollovers
Your Smart Rollover Program
Clients may have their assets locked up at a number of different plans all with their own idiosyncratic procedures. Our system handles the physical transfer and transfer confirmation, as well as end-to-end rollover compliance, so you can focus on building relationships.
We cover it all
Most of our clients consolidate all their compliance vendors with Hadrius - that means serious savings, simpler workflows, less time on tedious tasks, and comprehensive coverage of all your compliance needs.
Archiving and AI-powered review for email, Slack, WhatsApp, Telegram, WeChat, and more. Our systems use the newest advancements in AI to monitor and flag electronic communications with a significantly lower false positive rate, saving you hours of your time.
Automated marketing review powered by our own ComplianceGPT. Upload dozens of document types and receive compliance recommendations in under a minute - saving you (and your marketing team) hours of back and forth.
Set up employee brokerage accounts once, and take advantage of automated reporting, pre-clearance, and reviews as necessary. We assist with employee onboarding to make this process effortless.
Political contributions, gifts, outside business activity, updates to your Code of Ethics, Compliance manual, and more. Employees have their own login to the intuitive Hadrius UI to make reporting and signing documents easy.
Compliance Calendaring, Form Automations, Vendor Due Diligence, and more to chart your path through the changing regulatory environment - all setup and customized specifically to your firm.
24/7 access to our tech and compliance team for questions, updates, features and anything else you need in a dedicated Slack channel at no extra cost. Consider us as another member of your team.
Using the latest in AI
The new DOL Rollover Rule makes a difficult process harder. QuantComply handles all enhanced substantiation, client acceptance, and documentation required for the rollover of plans from one institution to another
White glove experience - each transfer is checked and double-checked before sending a confirmation
Once your client provides a statement, we analyze it and assimilate, completing and confirming the transfer so you can start generating fees
New tasks or custom workflows required for your clients or your firm? Reach out, and we'll implement them for you