Essential Edge Compliance Outsourcing Services and RegEd Announce Strategic Partnership to Offer End-To-End Outsourced Solution for Branch Exams

First-of-its-kind collaboration between a leading reg-tech enterprise and a third-party consultant will revolutionize the branch exam landscape Essential Edge Compliance Outsourcing Services, LLC (Essential Edge), which provides third-party outsourced compliance services for broker-dealers and registered investment advisers and RegEd, the leading provider of compliance solutions for financial services firms today announced a partnership that will provide an end-to-end outsourced solution for conducting branch exams. Since its inception in 2005, RegEd’s industry-leading Audit Management solution has enabled in-house audit teams to preempt incidents of operational, regulatory, and reputational risks, while streamlining the branch audit process. Using RegEd’s innovative technology solution, firms […]

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RegEd Launches Licensing Essentials, a New Managed Services Solution Tailored to the Needs of Growing Insurance Firms 

New outsourcing solution delivers enterprise-grade technology, scalability and compliance expertise to midsized firms via RegEd’s industry-leading managed services model  RegEd, the market-leading provider of compliance, licensing, and credentialing solutions to the financial services industry, today announced the launch of RegEd Managed Services Licensing Essentials, a turnkey outsourced solution designed to meet the licensing and credentialing needs of growing insurance firms.  While RegEd’s Managed Services outsourcing solution has long been trusted by the industry’s largest organizations, Licensing Essentials brings the same operational excellence, regulatory expertise, and enterprise-grade technology to midsized firms. The solution is specifically calibrated to help midsized and growing […]

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RegEd Names Kevin Bieri Chief Architect to Accelerate Platform Modernization and Innovation

RegEd, the market-leading provider of enterprise compliance and producer management solutions for insurance and financial services firms, today announced the appointment of Kevin Bieri as Chief Architect. Establishing this new role reflects RegEd’s continued investment in technology modernization and platform scalability to meet the evolving needs of its clients.  Bieri brings more than 15 years of technology and financial services experience, having led architecture and engineering efforts at leading global institutions. Most recently, he served as Vice President of Architecture at Fidelity Investments, where he was responsible for building modern retail trading experiences. Prior to that, he was Director of […]

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