EQube's Product Review module provides a platform for firms to review, track and manage potentially new and suitable products for their clients.

  • Systematic approval process that includes clear, specific, and practical guidelines for determining what constitutes a new product
  • Seamless request, review and approval workflow process before the product is presented to the new products committee for formal approval
  • Data analysis utilizing dashboard & charting techniques
  • A dynamic display of new product attributes
  • Ability to manage associates new product training
  • Generate various reports; revenue by product, trending and approval products
  • And much more
  • The Product Review module by EQube addresses FINRA rule 2011 and rule 2090.

To inquire about any of the items listed above and additional features please speak with a sales representative.