Data Integrity – Valcori Automated Solutions

One Source of Truth. Total Data Confidence.

Keep your records accurate, organized, and audit-ready with Valcori WorkMate Wealth Management Solution’s centralized data integrity platform. From real-time monitoring to version control and secure access, we help you eliminate errors, streamline workflows, and build trust in every decision you make.

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Meet Vaso

Your Personal AI Assistant For Data Integrity

Why Data Integrity Matters

In financial services, every decision, report, and compliance action depends on accurate, up-to-date information. Valcori’s centralized data integrity platform ensures your records are reliable, secure, and audit-ready—empowering teams to operate with confidence, efficiency, and transparency.

Unify Your Data

Centralize records across personnel, vendors, hardware, and more—ensuring everyone operates from the same trusted source.

Automate with Confidence

Streamline approvals, updates, and reporting through automated workflows and real-time tracking to stay ahead of audits and regulations.

Gain Total Oversight

Track access, disclosures, complaints, and security roles with complete transparency and audit trails—so you’re never caught off guard.

Organization Chart

Clear Structure. Connected Teams.

Valcori Workmate’s dynamic Organization Chart keeps your entire team aligned with a centralized, always-up-to-date view of roles, departments, and reporting lines. Customize views, search with ease, and access employee details instantly—all from one integrated platform.

Branches

One Platform for Every Branch

Valcori Workmate’s Branch Database lets you manage all your locations in one secure, centralized system. From real-time updates to performance reporting, gain total visibility and control over your branch network—without the data silos.

Personnel

Centralized Personnel Data. Smarter Oversight.

Valcori Workmate’s helps you manage firm and employee information from a single, secure location. With easy updates, role-based permissions, and custom reporting, you’ll keep data protected, accessible, and always up to date.

Entitlements

Know Who Has Access—Always

With Valcori Workmate’s Entitlements management, you can track, approve, and update access rights from one centralized platform. Automate approvals, reduce risk, and maintain full compliance with real-time visibility and detailed audit logs.

Registered Rep Numbers

Compliance Starts with Clean Rep Records

Valcori Workmate’s Registered Rep Number Database keeps your records organized, compliant, and always up to date. Instantly track changes, filter by rep or status, and generate audit-ready reports—all from a centralized, secure platform.

API Management

Seamless Data Flow. Secure Connections.

Valcori Workmate’s robust API Management platform connects your internal systems with external vendors through secure, scalable, and customizable integrations. Sync data in real time, eliminate manual entry, and ensure accuracy—without compromising security.

Complaints

Centralized Complaint Management. Total Visibility.

Valcori simplifies complaint tracking with a centralized platform that captures submissions, routes issues automatically, and provides real-time updates. With built-in reporting and surveillance tools, you’ll resolve issues faster and stay ready for regulatory review

Vendors

Centralized Vendor Management. Streamlined Approvals.

Valcori helps you manage vendor data and approvals from a single secure platform. Track approval status in real time, automate routing, and maintain full audit trails—so you can stay compliant, organized, and in control of every vendor relationship.

Marketing and Advertising

Clear Approvals. Compliant Campaigns.

Valcori’s Marketing & Advertising database centralizes approval records, tracks workflows in real time, and ensures full version control—all while maintaining compliance. Eliminate bottlenecks, boost transparency, and keep every campaign moving forward with confidence.

Security Access

Centralized Access. Complete Control.

Valcori’s Security Access Database gives you full visibility and control over who has access to what. With automated approvals, real-time monitoring, and role-based permissions, you can safeguard sensitive data and stay compliant—without the complexity.

Hardware

Complete Visibility Into Every Asset

Valcori’s Hardware & Equipment Database helps you track, manage, and maintain your assets in one centralized platform. From real-time updates and maintenance logs to custom reporting and secure access control, you’ll stay organized and in command of your inventory.

RR and IAR Disclosures

Disclosure Compliance, Centralized and Simplified

Valcori’s RR and IAR Disclosure Database helps you securely manage, track, and update all representative disclosures in one place. With real-time compliance monitoring, automated updates, and audit-ready reporting, staying compliant has never been easier.

Frequently Asked Questions

Is there a free trial plan?

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Does the price go up as my team gets larger?

Can I cancel my subscription at any time?

Is there a free trial plan?

Does the price go up as my team gets larger?

Can I cancel my subscription at any time?

Why Choose Valcori

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Built for You, by You

Our Community-Driven Approach

At Valcori, we believe the best solutions come from collaboration. Your feedback drives our innovation, ensuring we create tools that truly enhance your financial workflows.

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One Source of Truth. Total Data Confidence.

Instant Analysis & Recommendations

Generate Reports & Workflows

Training, Support And Guidance