The partnership between Oceanic Consulting Group and DASH Technology Group introduces File Review as a Service (FRaaS) – a purpose-built solution that delivers independent, actionable insights into advice quality and compliance. Designed to support adviser performance, reduce compliance risk, and uplift customer outcomes, FRaaS empowers licensees to strengthen the advice lifecycle with targeted reviews and continuous improvement. By identifying opportunities for adviser training and enhancing client satisfaction, FRaaS drives trust, retention, and sustainable growth.

OCG emphasises the critical role of robust data management as wealth management firms expand into international markets. This article highlights the necessity for scalable data strategies to meet the demands of sophisticated clients and complex cross-border operations. The piece underscores the importance of aligning data infrastructure with regulatory requirements and operational needs to ensure seamless integration and informed decision-making in new market ventures.

Laksh Gangwani, APAC Managing Director for our partner ViewTrade, reflects on the recent trends in digital transformation across the financial services industry including markets businesses and fintech firms. The original video can be found here. 

OCG introduces ViewTrade to its wholesale brokerage, wealth management and platform provider clients to address the inefficiencies they experience, powering cross-border investing for financial services firms throughout the world.