Every client communication needs documentation. Every presentation needs approval. Every quarter, you're racing against the clock—and the regulators.
What compliance requires for every client presentation
Every recommendation, every performance claim, every projection must be documented with supporting data.
Client-facing materials need compliance review before distribution. Bottleneck, meet deadline.
When the SEC calls, you need to prove exactly what was sent, when, and to whom.
Client PII in presentations. Portfolio data. Account numbers. All need to be protected.
When the examiner asks for records of your Q2 client presentations...
We need copies of all client-facing presentations from Q2, along with documentation of the data sources used, compliance approval timestamps, and delivery confirmation for each client.
— SEC Examiner, on a random Tuesday
SlideStrike generates audit-ready presentations automatically
Every data point traced back to source. Every presentation logged with timestamp and version.
Same compliant template every time. No rogue formatting. No unauthorized claims.
Meet every deadline. Every quarter. Every time. No more compliance crunch.
Audit-ready presentations in seconds. Sleep better at night.
Try Compliant Presentations