Managing and capturing gifts and entertainment information while also enforcing your firm’s policy and procedures is a complex, detailed and onerous set of tasks. NRS’ Gifts and Entertainment solution swiftly streamlines the process and keeps you fully compliant with FINRA rule 3220 and MSRB G-20.
Firms count on the NRS Gifts and Entertainment solution for:
- Thorough and accurate customized reporting,
- Intuitive and fast transaction entry, and
- Increased transparency with employee transaction summaries.
Efficiency is designed into the solution with:
- Highly configurable dollar- and occurrence-based transaction limits,
- Online aggregation and transaction detail reports,
- Customizable email notification templates,
- Comprehensive audit history,
- Easy integration with T&E, HR, CRM, Registration and other internal systems,
- Single Sign On (SSO) availability,
- Highly configurable limits and user interface – no programming required,
- An intuitive user interface requiring minimal training, and
- Elimination of duplicate entries easily interfaces with in-house Accounting, Reimbursement and HR.