THE ANNOUNCEMENT
Governing the full compliance lifecycle, on one connected system
Red Oak and MirrorWeb are combining to deliver one platform for governing the full regulated communication lifecycle — from content creation and review through distribution, supervision, archiving, and the analytics that turn a complete record into a clear picture of how your firm communicates, complies, and grows.
17 of 20
of the top global asset managers
$62T
in client AUM
98% reduction
in false positive alerts
54%
faster content approvals
FROM THE CEO
“Managing the volume, velocity, and variety of communications that regulated firms have to supervise, and archive has only gotten harder over time, compounded by increasing pressure to get it into advisors’ hands, quickly. When content compliance and communications supervision run on one platform, firms get something no other platform can offer: the entire communication lifecycle governed end-to-end, from creation to archive. We believe that is the future of how regulated firms will operate, and the opportunity our clients can now take advantage of.”
Romir Bosu Chief Executive Officer
THE COMBINED PLATFORM
Compliance governed end to end, on one connected system
Red Oak governs what a firm publishes. MirrorWeb governs what its people say. Together they cover the full communication lifecycle, from creation and review through distribution, supervision, and archiving.
COMPLIANCE
Advertising review and approval
Enterprise-proven review and approval workflows, built by people who have sat in the compliance chair. The discipline the largest firms already trust to govern what they publish.
DISTRIBUTION
Distribution to the field
Approved content delivered into the hands of advisors and distribution partners, tracked at the advisor level with engagement analytics.
SUPERVISION
Supervision and archiving at scale
Capture, supervision, and tamper-evident archiving across every channel a firm communicates on, at the volume and velocity regulated firms operate at today.
FOR CLIENTS
What this means for you
Your platform continues. Both products continue to operate and be supported. There is no forced migration and no change to your environment.
Your team stays your team. Your account contacts and support channels are unchanged.
Your contract stands. Existing agreements, terms, and renewals are unaffected.
What comes next. Over time the two platforms will connect so approved content and supervised communications share one record. We will bring you into that as it becomes available, on your timeline.
EXPLORE THE ANNOUNCEMENT
Everything about the combination, in one place
The announcement, a message from our CEO, and what the combination means for you.
ANNOUNCEMENT
Read the press release
The official announcement of the combination and what it means for the market.
Questions about the combination?
Clients of both Red Oak and MirrorWeb can reach our team directly. We are glad to walk through what the combination means for you.
“Everything we do starts with our clients. For years they have told us they want a single partner accountable for compliance across their entire business. MirrorWeb and Red Oak have been commercial partners for a long time, and bringing the two companies together is the natural next step in that evolution. This combination gives our clients what they have been asking for all along.”
Romir Bosu Chief Executive Officer