Advisor and employee transitions are complex—but they don’t have to be chaotic. Workmate connects every stakeholder with shared workflows, centralized data, and real-time visibility across departments. From digital disclosure collection to candidate tracking, transitions are faster, smoother, and fully secure—without the back-and-forth.
Meet Vaso
Workmate connects recruiting, compliance, operations, and leadership through shared workflows and centralized updates—no phone calls or email threads required.
Advisors can complete regulatory disclosures and attestations online, cutting down on paperwork, errors, and onboarding time.
Secure, trackable workflows ensure every step is completed accurately and every piece of data is handled with compliance in mind.
No more scattered emails or siloed communication. Workmate enables seamless collaboration across departments during transitions, ensuring every stakeholder stays informed and accountable.
Recruiting managers and internal stakeholders can monitor onboarding progress instantly—without waiting for updates or chasing status checks.
Allow incoming candidates to complete regulatory disclosures, attestations, and documentation digitally—eliminating paperwork delays and increasing accuracy.
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Short and to the point description
Short and to the point description
Short and to the point description
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.
We actively engage with our users to understand their challenges and refine our platform. Your insights shape the future of Valcori’s automation solutions.
Our commitment doesn’t end at launch. We continuously improve and adapt based on your real-world experiences, ensuring Valcori stays ahead of industry demands.
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