FlagDesk

Daily compliance briefs for RIAs

Secure login with email + PIN verification.

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Email Forwarding

Forward compliance emails to your firm's address. Everyone on your team can forward to the same address.

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How to set up:
1. In Gmail/Outlook, create a forwarding rule for compliance-related emails
2. Or manually forward individual emails when they arrive
3. All team members can forward to this same address
API webhook (advanced):
Team
Invite code (share with colleagues)
Add Email Manually
Recent Emails

Analyzes your firm's unprocessed emails with AI

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