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Broker Dealers and RIAs must

Deliver a Customer Relationship Summary

to EVERY Retail Client

call now 303-356-5962

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Given the detail Firms must follow to produce the CRS and at the same time while BDs are complying with Reg BI - the last thing they need is to

send these documents

to outdated

or faulty addresses!

We can help you send the CRS to only valid addresses.

Avoid expensive rework and re-mailing:

with USPS Validation

call 303-356-5962

C5 has done extensive work to provide data cleanup services and we have a unique opportunity to validate your existing database with the USPS at a great price!

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