• Fully MFDA and IDA compliant
• Capture your data only once
• Improve your data accuracy
• Ease and improve your workflow
• Reduce your time spent on file and compliance management
• Maximize sales account throughput
• Leverage existing technology
• Increase your bottom line

Better with Asequa.
With over 25 years of experience in financial services, compliance, and operational management, Asequa provides integrated solutions that significantly reduce the burden of compliance upon your organization. Asequa solutions are fully compliant with the MFDA, IDA and other regulatory bodies and allows clients to instantly maintain their compliance when regulations are changed or updated. Asequa designs scalable solutions to improve your operational efficiency, to reduce errors, and to increase your staff's sales throughput capacity.

The following are some of the services that Asequa offers wealth management firms:

Forms automation
Operational workflow enhancement
Data integration and
Technology integration