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MyComplianceOffice Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

MyComplianceOffice Media

MyComplianceOffice Demo - Know Your Obligations - Compliance Management Software
Financial Services firms are operating in an environment of evolving regulatory requirements, and risk significant penalties and reputational damage if their compliance program fails to keep pace. Firms need solid governance and oversight of compliance obligations to assure the ongoing monitoring...
MyComplianceOffice Demo - Know Your Employee - Personal Trading Compliance
The manual process of reviewing employee personal trades can be unnecessarily expensive, time-consuming and frustrating for both employees and compliance teams. Personal Trading Manager (PTM) from MCO saves Compliance teams time and effort by enabling electronic capture of electronic trades a...
Compliance Management by MCO
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Compliance Management by MCO
Communication Surveillance by MCO
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Communication Surveillance by MCO
Employee Conflicts of Interest Visibility by MCO
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Employee Conflicts of Interest Visibility by MCO
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MyComplianceOffice Reviews (60)

Reviews

MyComplianceOffice Reviews (60)

4.2
60 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the product for its ease of use and responsive support, making compliance management straightforward for both administrators and team members. Many appreciate how it streamlines processes and centralizes compliance tasks, although some note that the user interface could be improved for a better experience.

Pros & Cons

Generated from real user reviews
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John D.
JD
General Counsel and Chief Compliance Officer
Small-Business (50 or fewer emp.)
"MyComplianceOffice use by a federally registered Investment Adviser"
What do you like best about MyComplianceOffice?

MyComplianceOffice lets us automate compliance questions and tasks, and we know that no employee (or employee transaction) will fall through the cracks. We use MyComplianceOffice on a daily basis, and it is very easy to use. MyComplianceOffice personnel are available to help us walk through any questions or issues. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

When we have made requests that are "out of the box" (i.e., requests that may not be typical in our industry), it can take MyComplianceOffice a while to process those particular requests. Review collected by and hosted on G2.com.

"Customizable Compliance, Saves Costs"
What do you like best about MyComplianceOffice?

I use MyComplianceOffice for know your employee matters, personal account dealing, gifts and hospitality, as well as the forms manager for attestations. I find the user interface slick, easy to use, and customizable. I also appreciate the ability to create my own forms and build complex workflows. The rules engine is comprehensive. MyComplianceOffice saves us from having to run a paper-based program or bear the initial and ongoing cost of an in-house built system. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

I think MyComplianceOffice could be better with improved data extract reports and enhanced UI for the rules engine to make it more visual. Also, it would be great if it could expose more broker feed data to improve the efficiency of trade alert reviews. Review collected by and hosted on G2.com.

Lily H.
LH
team member
Enterprise (> 1000 emp.)
"Effortless Compliance Management with Stellar Support"
What do you like best about MyComplianceOffice?

I mean, the user interface is really easy to follow, which is important for saving time in our fast-paced daily work. If we encounter any questions or issues, the support team is always there, and the responses are always on time. The focused, client support adds huge value, ensuring changes are made correctly. The initial setup was quite easy because our client representative was always there supporting us, which made things very easy. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

nothing Review collected by and hosted on G2.com.

BE
Compliance Consultant
Small-Business (50 or fewer emp.)
"Top-Notch Client Support with Cortney"
What do you like best about MyComplianceOffice?

The client support with Cortney is top notch Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Formatting the uploads a certain way..... Review collected by and hosted on G2.com.

PE
Compliance Consultant
Small-Business (50 or fewer emp.)
"Regular Enhancements Backed by a Knowledgeable Support Team"
What do you like best about MyComplianceOffice?

Regular platform enhancement upgrades/knowledgeable support team Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Timely phone support used to be an issue but has since been largely resolved. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market (51-1000 emp.)
"Highly Customizable Forms and Questionnaires"
What do you like best about MyComplianceOffice?

The customizability of forms and questionnaires. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Trade rules are lacking and should incorporate AI at this point. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market (51-1000 emp.)
"Helpful, Responsive Support That Makes Everything Easier"
What do you like best about MyComplianceOffice?

The staff are very helpful and respond to queries promptly. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Some of the features are a bit complex to add/amend which means you have to get assistance from MCO. Review collected by and hosted on G2.com.

MN
Associate
Mid-Market (51-1000 emp.)
"Effortless Compliance Management, Easy Team Rollout"
What do you like best about MyComplianceOffice?

Streamlined compliance and disclosure management. Very easy to manage and roll out to the team. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

The user interface/experience could use a little work, but other than that I have no complaints. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market (51-1000 emp.)
"Centralizes Our Processes, but Feels Old-School with Limited Integrations"
What do you like best about MyComplianceOffice?

It centralizes most of our processes and always has new iterations that improve it. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

It's a bit old school and has limited integrations (e.g., with APIs, AI, etc). Review collected by and hosted on G2.com.

David C.
DC
Compliance Officer
Mid-Market (51-1000 emp.)
"A good program in a marathon, not a sprint."
What do you like best about MyComplianceOffice?

There are many features, some add-on a la carte, that allow admins to customize the platform to their needs. Direct feeds, OCR for statements, and monitoring technologies (i.e. third party political contributions) all help make compliance oversight easier and streamlined. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

The conversion from our old system was a catastrophic mess. Best to leave everything behind and build from stratch. Review collected by and hosted on G2.com.

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Pricing Insights

Averages based on real user reviews.

Time to Implement

4 months

Return on Investment

21 months

Average Discount

6%

MyComplianceOffice Features
Visualization
Pre-Built Connectors
Dashboard
Multi-Factor Analysis
Cloud
Reporting
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MyComplianceOffice