Contracting, Licensing and Registration Solutions

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Xchange, RegEd’s Enterprise Registration and Licensing solution, developed in collaboration with top industry firms, has been implemented in over 150 financial services firms across the nation. Xchange is unique in its ability to drive unparalleled operational efficiency and optimize all processes across producer / rep on-boarding, registration and licensing activities. Producers and reps self-service licensing and registration transactions via a private-labeled web front-end; data is captured once and then reused and updated automatically through integration with regulatory databases and relevant internal systems. Xchange’s rich and comprehensive capabilities dramatically reduce transaction processing time — often by 50% or more. Xchange improves speed to market, increases producer / rep satisfaction, and maximizes the opportunity for revenue generation.

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