The record the examiner asks for.
Already built.
Every feature in Redan is designed around one question: if the SEC asks, can you prove it?
MRC Platform · The Detection Engine
Archimedes.
Named for the Greek mathematician who proved a goldsmith had substituted silver for gold in a king's crown, without breaking the crown.
A performance claim in a pitch deck poses the same kind of test. Is the track record what it says? Is the composite what it claims? Is the disclosure where the Advertising Rule says it has to be?
Archimedes is a proprietary analytical model, distilled from years of real compliance practice. Not inferred by engineers. Not reverse-engineered from the rule text. It encodes how practicing CCOs actually review marketing materials before the SEC sees them.
The model runs every document against a curated SEC corpus that spans the rules themselves, staff guidance, and enforcement precedent. Flagged claims surface in the Reviewer queue with the exact subsection they trigger, a confidence score, and a direct link back to the source text. Weigh the claim. Without breaking it.
The claim
“Our strategy has delivered an average annual return of 14.2% since inception.”
Why flagged
Gross performance figure presented without a net performance figure of equal prominence.
VDD Platform · The Determination Memo
The reasoning lives in the memo.
Not in email threads. Not in someone's notebook. Not reconstructed under time pressure when the examiner arrives.
Vendor due diligence runs the same forensic pattern as marketing review. A structured DDQ flows through the vendor portal. The vendor responds. A Reviewer reads each answer, writes findings where gaps appear, and closes with a signed determination memo that records why this vendor was approved and what has to be fixed before the next review.
The memo is built to the standard of an SEC examination, which is why it holds up anywhere else. One memo per vendor. One rationale per memo. One source of truth when the question comes up.
Training Platform · The Rule Library
Every assignment has a rule behind it.
Not a January email blast. Not a three-reminder chase. A rule that fires the moment a training is owed.
Most firms run compliance training the same way. A blanket rollout at the start of the year. Six weeks of reminder emails chasing completions. A spreadsheet at the end listing who clicked through and when.
Redan assigns training from a rule library. Four triggers govern enrollment: a new hire's first day, a role change, the next annual cycle, or a remedial assignment a Reviewer flags. Each enrollment carries the rule that fired it, the timestamp, the user, and the course. Every training record on an exam defense traces back to the rule that required it. Assigned on time. Every time.
The Blue Folio
Every feature feeds one record.
MRC, VDD, and Training each contribute a dedicated section to the Blue Folio. The exam defense document assembles itself as you work, so the file an examiner asks for is already complete when the letter arrives.
See the Blue FolioGet Started
See the file an examiner would see.
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