This covers the core Testimonials workflow — the parts that work the same on every account, regardless of firm or setup. Testimonials is often customized to meet the unique compliance and policy requirements of the many firms we support.
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If your platform looks a little different from a webinar or demo video you have seen online, that's expected. Certain features and integrations are customized to match your firm's compliance policies.
This also affects where compliance approval happens. The Compliance Hub is only available on accounts with self-managed compliance — typically small/midsize RIAs. If your firm's compliance is managed by your broker-dealer's home office, your requests are automatically routed to their compliance queue for review — you don't need to do anything extra.
Self-Managed Compliance — for firms with the Compliance Hub
Home-Office Managed Compliance — for firms whose BD or Central Compliance handles compliance approval