Skip to content
About Glynac

Compliance Work Deserves A Clearer View

Glynac helps compliance teams see risk that no one can spot by eye: crowded holdings, disclosure gone stale, marketing that brushes the rule, a vendor in trouble, a client going quiet.

A compliance officer reviewing a report in the evening with the city behind her
Evidence first, decision human
Why we are here

Make It Easier To See What Deserves A Closer Look

Wealth firms work across portfolios, disclosures, communications, vendors and client relationships. The signals are scattered between systems and arrive on different schedules.

Glynac organizes defined signals into reviewable reports with source context. Your team assesses the facts, decides what to do and records the outcome.

Hands working through a stack of pages
What we believe

Three Principles

A printed statement with a chart, the kind of disclosure that goes stale
01

Surface And Prioritize

Glynac finds, explains and ranks. It never asserts a violation and never gives legal advice.

A stack of printed reports with charts being turned over
02

Evidence First

Every report carries its source and its reason. If we cannot show where it came from, we do not raise it.

A firm leader seated by a window, weighing a decision
03

A Person Decides

A qualified reviewer makes the call and records why, so the decision stands up later.

How we work

Trust Is Built Into The Details

Good oversight depends on clear scope, careful documentation and people who remain accountable for the decision.

Hands resting on a stack of client folders

Compliance Comes First

We build for the people responsible for protecting clients and the firm.

A compliance officer opening her laptop to start a review

Practitioner Input Matters

Workflows should reflect the real questions teams face in their day-to-day work.

A reviewer going through printed documents

Every Review Should Be Explainable

Source context, documentation and recorded outcomes matter at every step.

The product

What Glynac Does Today

  • Compares your book with institutional filings for crowded positions, clone risk and strategy drift
  • Checks your Form ADV Part 2A brochure against your live AUM
  • Reviews outbound Microsoft 365 marketing email against the SEC Marketing Rule
  • Watches vendors for breaches, outages and regulatory action, with a source for every finding
  • Flags client relationships that are going quiet
  • Lets you ask Ava why anything surfaced
Where to find us

Glynac, Inc.

272 Market Square
Lake Forest, IL 60045

Request a demo

See What You Would Otherwise Miss

A walkthrough with our team, using the workflows live today, on a firm like yours.

A compliance officer reviewing a report in the evening with the city behind her