Simple Trade Monitor Reviews & Product Details

A personal trade monitoring solution for registered investment advisers and compliance teams. Employee accounts are linked electronically and trades are reviewed in one fast, organized digital workflow. No paper statements, no manual tracking, no missing records. *Eliminate the need for paper statements *No tracking down missing statements *Electronically link your employees' accounts *Eliminate the need for initial holdings reports *Easy interface for a fast and straightforward review *Onboard & review personal trading immediately