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Total Expert is designed for today’s compliance requirements.

Audit level tracking and reporting on all marketing and co-marketing activity through one system of record.
example of pro-rata cost split tool
user editing their cost split on a flyer pro-rata markup settings

Simplify your audit-level tracking and reporting.

Track everything from payments, distributions and cost allocations with on-demand compliance reports.

  • Automate Records
    Automate Record Keeping

    Create and store reports automatically in Total Expert for every marketing and co-marketing asset.

  • Magnifying Flass
    Prepare For Strict Auditing

    Detailed reports for the most conservative compliance teams include job summary, proofs, markups, and distribution details.

  • Track Payments
    Track Co-Marketing Payments

    Force payment collection from co-marketers on all deployed assets with rule-based workflows and permissions.

Payment status for co-marketing split

Calculate pro rata co-marketing costs automatically.

Ensure compliance with calculations accurate to the pixel for each co-marketer’s share of all marketing pieces.

  • Pro Rata
    Track Every Pixel

    Calculate every detail down to the pixel on marketing assets with Total Expert’s markup tool.

  • Automate Payments
    Automate Payment Assignment

    Your co-marketers will automatically be assigned payment based on the individual marketing pieces deployed.

  • Secure Template
    Lock Marketing Templates

    Use top-down administrative control to lock all aspects of marketing templates across your organization.

Manage compliance from a centralized location.

Total Expert is a centralized system of record for all aspects of compliance management, including disclaimers, licensing, user access and asset permissions.

Print and Internet Media Settings for Disclaimers
Control Disclaimers

Your enterprise will have a single source for managing all disclaimers and licensing, which can push to all marketing assets.

Workflows and Permissions List
Manage Workflows And Permissions

Permissions, access and approvals are defined and managed at the user level for highly detailed reporting and tracking.

Approval Workflow
Customize Approval Workflows

Customize your automated workflows to meet your organization’s existing operations and needs.

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