RegReview.ioFIN Group
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Related Products
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About
RegReview.io is a compliance management platform for registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and other regulated firms, with dedicated versions for insurance, real estate, and private credit. It centralizes recurring and event-driven obligations in a compliance calendar with task tracking, jurisdiction and registration monitoring, document workflows, and calendar synchronization with Outlook, Google, and Apple Calendar. AI tools analyze uploaded documents, identify obligations, and help prepare checklists, marketing reviews, annual reviews, disclosures, and audit responses. Teams can manage questionnaires, vendor due diligence, employee and registration records, and evidence collection. Optional modules support email and instant-message supervision, AML, cybersecurity, licensing, and other compliance workflows. Plans serve individual users and teams, with consultant support available for firms seeking help managing compliance work.
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About
We offer great tools to automate and streamline compliance and risk management for banks, credit unions, financial advisors, broker-dealers, collection agencies, etc. If you provide online services, your clients are likely to want a SOC2 review or the like, and even if they don’t, your team/board will sleep better knowing you have a well-organized, well-documented compliance program in place. Our tools can help healthcare firms assess existing compliance with HIPAA requirements, manage policies to ensure compliance, and periodically test for adherence. Our family of risk assessment tools automates the complex task of documenting your organization’s current risk profile against relevant risk frameworks like SOC2, HIPAA, or regulatory requirements. In addition to our consulting services, our hosted ODP software is packed with even more features than ever to ensure the success of your program.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Compliance officers and teams at registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and other financial services firms.
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Audience
Enterprises seeking a tool to streamline their risk management process and improve compliance and productivity
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$79/user/month
Solo is $79/month for 1 user or $790/year. Starter is $149/month for up to 3 users, Pro is $399/month for up to 10 users, and Enterprise is $999/month for up to 25 users. A 14-day free trial is offered. Add-on modules and consulting services may have separate charges.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFIN Group
Founded: 2012
United States
fincompliance.io/regreview
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Company InformationStrunk
United States
strunkaccess.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Apple Calendar
Supported
Claude
Supported
Gemini
Supported
Gmail
Supported
Google Calendar
Supported
Google Workspace
Supported
Microsoft 365
Supported
Microsoft Outlook
Supported
Microsoft Teams
Supported
OpenAI
Supported
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Integrations
Apple Calendar
Not Supported
Claude
Not Supported
Gemini
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
Google Workspace
Not Supported
Microsoft 365
Not Supported
Microsoft Outlook
Not Supported
Microsoft Teams
Not Supported
OpenAI
Not Supported
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