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  • 1.800.444.4813

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    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220


Compliance Management System Generation 2 is the industry’s most comprehensive unified solution for managing securities compliance.


Vertafore has been a trusted advisor in the business of compliance management for more than 40 years. During these years, we have learned more about the needs of broker-dealers, advisors and carriers, refined our tools and gained valuable expertise in regulatory requirements.

Key Advantages

    Effective and proven web-based technology
  • Electronic processing
  • Guaranteed 24-hour turnaround (standard appointment processing)
  • Personalized service via a customized call center
  • Experienced staff

“Since we started using Vertafore to handle regulatory compliance, we have shortened transaction time by 75 percent, which enabled us to improve productivity and boost revenue without adding staff. Our top-selling reps really appreciate that we spare them the hassle of all the administrative tasks involved.”

Vice President midsize midwest securities broker  

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