Website Monitoring
SOFTWARE
Archive, Retain Records, and Supervise Registered Representatives’ Websites
Move beyond “archive-only” solutions by automating the detection and review of changes on representatives' websites, YouTube channels, and Google My Business reviews. Red Oak’s Website Monitoring helps you implement a reasonably designed supervision process that reduces your “failure to supervise” risk and saves time.
24/7 Support
<1 Hour Average Help
Ticket Resolution
>99.9% Uptime
Continuous Enhancements with Zero Downtime
Why Choose Red Oak for Website Monitoring and Archiving?
Crawl, Collect, and Archive
Automatically collect HTML pages and all associated resources—images, documents, stylesheets, and more—on a daily basis. Our system tracks version changes and highlights them for your review, ensuring nothing is overlooked.
Configurable Rules Engine
Define what content gets reviewed and what triggers workflows, allowing the software to align with your organization’s compliance needs and priorities.
Escalation Reporting
Flag problematic content automatically and escalate it for prompt resolution, ensuring you stay ahead of compliance risks.
“Ignore” Technology
Filter out irrelevant dynamic content like dates, times, and stock tickers, ensuring only meaningful changes appear in your review dashboard.
Bundling Content
Combine repetitive content updates—such as changes in headers, footers, or sidebars—into a single review, streamlining the process and increasing efficiency.
"[Website Monitoring] is a fantastic forwarding thinking application that is always one step ahead. [Website Monitoring] allows us to seamlessly supervise in a manner that is transparent to the advisor allowing them to concentrate on their business. The customer service is always above and beyond!"
-BROKER DEALER FROM THE MIDWEST
How Red Oak Outperforms Other Website Monitoring Solutions
Highlighted Changes
Unlike other solutions that show entire pages with changes, Red Oak’s Website Monitoring highlights specific changes, directing you immediately to what matters and saving time.
Workflow Capabilities and Tracking
Go beyond just archiving with integrated compliance workflows that allow you to track, escalate, and resolve flagged content within a fully compliant books-and-records platform.
“Noise” Reduction
Our advanced rules engine filters out low-priority changes so you can focus on what’s most important.
Save Time and Mitigate Risk with Your Website Monitoring Process
Stop wasting time manually reviewing entire websites. Red Oak’s Website Monitoring collects, archives, and highlights relevant changes, so your team can focus on what matters.
"The automation of [Website Monitoring] is very simple. This program has different user view options to make the review process customizable. As we were implementing [Website Monitoring] the [Red Oak] team thoroughly trained us on how to use this program. They provided several tips that makes my job that much easier."
-BROKER DEALER FROM THE MIDWEST
Need Extra Help?
While Website Monitoring saves time, your team may still benefit from additional support. With over 120 years of combined experience, Red Oak’s consultants are ready to help you optimize your monitoring processes and maintain full compliance. Let us know how we can assist you.
Our Industry-Leading Reputation
