Summary: Comply adds ComplyAI Policy Guide

Why It Matters: Comply added a new AI-powered tool to help with policy creation. This shows they are using new technology to make compliance easier for their customers.

What Changed:

• The main navigation item "Who We Serve" changed to "Firm Types".
• A new main navigation item "Solutions" was added.
• The "Solutions" menu includes new sub-sections:
  • "Employee Compliance" with tools like "Trade Monitoring" and "Political Contributions and OBA Monitoring".
  • "Firm Compliance" with tools like "Compliance Calendar", "Risk Assessments", "Annual Review", "Intelligent Policy Builder", "ComplyAI Policy Guide", and "Best Interest Compliance".
  • "Archiving" solution was added.
• Product names were updated:
  • "COMPLY Platform (formerly ComplySci)" changed to "Comply Platform (formerly ComplySci)".
  • "RIA in a Box" changed to "ComplyRIA (formerly RIA in a Box)".
• A new product "Compliance Guardian" was added.
• The "Services" menu was updated with new items and reworded existing ones:
  • "Compliance Review" was removed.
  • "Compliance Consulting" changed to "Regulatory Compliance Consulting".
  • "New Firm Registration" was added as a separate item.
  • "Administrative Services" was reworded.
  • Education and 3rd-Party Compliance services were removed from the main "Services" menu.
• The "Resources" menu added "Continuing Education".
• The "Company" menu changed "About COMPLY" to "About Comply" and "COMPLY News" to "Comply News".
• The "English (UK)" language option changed to "English (UK & Europe)".
• The footer navigation was updated to reflect the new "Solutions" section and product name changes.
• The copyright year changed from 2025 to 2025.
• The brand name "COMPLY" was changed to "Comply" in many places throughout the content.