JP
Jaimie P.
Small-Business (50 or fewer emp.)
"Great compliance SAAS"
5/5
What do you like best about MyComplianceOffice?

When I stepped into the CCO role, the system used for compliance was not user-friendly. After researching, we found that MCO best met our employee disclosure needs. The system was very easy for staff to use and allows me to monitor trades and required disclosures and create tasks for employees. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

The only thing I would like to see changed is that when creating tasks for employees, I do not have the ability to schedule reoccurring tasks where the reoccurrence is more than a year apart, just as license renewals. Review collected by and hosted on G2.com.

NG
Nina G.
Small-Business (50 or fewer emp.)
"Simple, reliable and fairly priced Tool"
5/5
What do you like best about MyComplianceOffice?

MCO is an easy to use - for both users and administrators - tool that runs reliably and has been serving us well for almost 10 years now. It is a straightforward, no nonsense tool that does what it should and if there are any issues, the service desk is very responsive and helpful. It is webbased so can be accessed anytime anywhere as administrator and offers an App which is highly apreciated by the users. 5 star rating from us! Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

There isn't honestly anything I dislike about the system, it works really well for us in the way that we use it. Maybe for larger offices the downside is that it is not easily individually configurable as I understand it, but as haven't had to do this anyway it wasn't an issue for us. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Comprehensive compliance platform"
4/5
What do you like best about MyComplianceOffice?

User friendly yet multi-functional for effective maintenance of different aspects of compliance and internal controls. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Migration to new user interface has been sporadic and confusing for sections that are not fully functional yet. Review collected by and hosted on G2.com.

Response from Nayara Barbosa of MyComplianceOffice
Edit edit

The transition from the old to the new interface has been a significant change, and we apologize for any inconvenience you are experiencing during this process. The move to the new interface has been much more time consuming than we originally planned, but we are making progress with each release. The end goal is to have all of the same functionality that was available in the old user interface plus additional features and functions via the newer technology. We apologize that this has taken so long, but we are working hard to get it done as quickly as possible. Thank you for your feedback.

ML
Melissa L.
Small-Business (50 or fewer emp.)
"MCO is Instrumental for Compliance Needs!"
4.5/5
What do you like best about MyComplianceOffice?

MyComplianceOffice is a one-stop portal for all of our compliance needs. It has been instrumental in streamlining our compliance processes in-house, and we have found great value in it! Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

I have not yet experienced any real dislikes with MCO. It would be helpful if some of the questionnaires/forms allowed deeper formatting changes. It would also be helpful if some of the assignments stemming from tasks get approval/denial buttons. Review collected by and hosted on G2.com.

HC
Hazel C.
Small-Business (50 or fewer emp.)
"MCO review"
3.5/5
What do you like best about MyComplianceOffice?

It is very user friendly and easy to use Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

The fact that the company has to pay extra once the allocated time initially given has elapsed. Review collected by and hosted on G2.com.

Response from Nayara Barbosa of MyComplianceOffice
Edit edit

Hi Hazel, thank you for your review and feedback! We're glad to hear that you like the user interface and find it easy to use. We are not sure that we understand your comment on the dislike section of the review. We would be happy to assist in this matter. If interested, please contact MCO Customer Support. Thank you.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"MCO allows us to seamlessly and efficiently streamline our Compliance (and other) processes."
4/5
What do you like best about MyComplianceOffice?

Being able to centralize all your important Compliance related processes in a single place. Scheduling these processes and relying on MCO to do the 'chasing' for you in case users forget to complete their assignments by their due date! Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Having to use two different interfaces (an old and a new UI) is not ideal. But I understand MCO is working hard to having this resolved soon and work is clearly progressing on this. Review collected by and hosted on G2.com.

Response from Nayara Barbosa of MyComplianceOffice
Edit edit

Thank you for your review and feedback! We're glad to hear that MCO helps your firm with Compliance and other processes. We appreciate your understanding of the two-interface situation. Our team is indeed working hard to resolve this matter, and we are making progress towards moving all features and functions to the new interface with each release. We are committed to providing a unified and user-friendly experience for all our customers. Thank you again for your feedback.

MS
Michael S.
Small-Business (50 or fewer emp.)
"On boarding now but so far all good"
4/5
What do you like best about MyComplianceOffice?

onboarding help is excellent. lots of options for expanded service Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

a lot to learn and set up. takes a long time - longer than I would have thought, but necessary Review collected by and hosted on G2.com.

Christian B.
CB
Christian B.
Small-Business (50 or fewer emp.)
"Quality platform to small RIA"
5/5
What do you like best about MyComplianceOffice?

The user interface and admin tools are simple to understand. The onboarding process is well run and customer support is prompt. Broker engagement is well run. Employee onboarding is simple. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

MCO needs to finish integrating the old UI and new UI so that admin does not have to switch between interfaces. Some of the reporting tables need to be updated to standard modern CMS. The platform needs to allow batch export of completed documents and have a better system for recording reviewer comments. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Easy to use interface for both new and older UI"
4.5/5
What do you like best about MyComplianceOffice?

MyComplianceOffice has an Intuitive interface, I don't believe I have ever had to use any kind of guide. or instructions. I also like the prompt support I receive when reaching out for help. Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

MyComplianceOffice has too short of a timeout period, although I understand this is for security. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"easy to use"
5/5
What do you like best about MyComplianceOffice?

streamlines business requirements, straightforward Review collected by and hosted on G2.com.

What do you dislike about MyComplianceOffice?

Wish adding specific securities was easier/autopopulated Review collected by and hosted on G2.com.