Our Clients
A selection of the various organisations we serve as a trusted software partner
Fund administration & compliance
Global fund administration services
Retail brokerage
Private UK investment bank
Compliance consultant
Compliance consultant
Regulatory umbrella firm
Venture capital firm
US fund manager
Compliance consultant
Luxembourg compliance consultancy
Compliance consultant
US compliance consultancy
Risk & reporting compliance specialist
CASS compliance specialist
Investment bank
Supported Industries
All Industries
Any firm that needs to handle data with workflows can benefit from our software.
Make sure staff are following correct procedures. Gain approvals with sign offs, collect data internally and externally. Our solution is easily customisable to meet your needs and the way you work.
Brokers & Banks
Task based issuance and monitoring of compliance functions. Compliance filings, both scheduled and ad hoc like PA dealings, gifts etc.
Universal cloud based access with a full audit trail, makes it easy to demonstrate to the FCA, clear up to date compliance records.
Hedge Funds
A clear workflow replaces excel, word and outlook calendars. Using disparate software to manage compliance is not the best solution.
Save time and money by centralising the compliance function. Could negate the need for additional on site compliance staff.
Pension Funds
Organise your funds governance, risks and compliance in one place.
Let the software chase and collect the data you need to show clear up to date compliance for the regulator.
Automate the repetitive and time consuming tasks of governance.