Compliance
Short answer
Cue supports your firm's review process. It preserves the script version the advisor locked and recorded, applies the firm-approved disclosure, records an advisor attestation and shows reviewers the exact rendered files. It does not certify that content is compliant, and it never posts on anyone's behalf.
Advisors edit every word of a script, then lock the version they will record. Every render carries the firm's approved disclosure, and the advisor records an attestation at final approval.
Reviewers see the same files that will publish, in all three formats. Once approved, the advisor downloads the package and publishes through the firm's own process. Your compliance team decides what is approved.
Sources
Book a demo and we'll walk your team through it, then set you up with a 14-day free trial.