OCG and DASH Technology Group launch new solution for advice oversight
Oceanic Consulting Group (OCG) and DASH Technology Group have teamed up to launch ‘File Review as a Service’, a new offering that strengthens advice oversight and compliance in the financial services sector.
The partnership between the two companies – both focus on specialist services to the financial services industry – responds to a growing need for efficient, reliable oversight of advice quality, offering licensees an independent, scalable approach to managing risk and supporting regulatory obligations.
Tailored to complement internal legal and compliance teams, the File Review as a Service (FRaaS) delivers targeted reviews of agreed-upon advice files, ensuring investment strategies, documentation, and client outcomes meet both regulatory requirements and internal standards.
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