Managed cases
Everything you need to manage entities, compliance and risk in one simple, affordable platform.
Managed cases
Scale with advanced risk management, client onboarding, corporate registers and smarter workflows.
Built Around Your Business
Flexible scope and pricing
Choose the capabilities you actually need, whether you’re managing a small portfolio or a complex operation.
| FEATURES |
Micro Business
Starter
Up to 100 managed cases
|
Growth
Professional
Up to 1,000 managed cases
|
Tailored
Built around your business
Core included + configurable extras
|
|---|---|---|---|
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Core Platform & Entity Management
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| Entity Management | ✓ | ✓ | ✓ |
| User Management | ✓ | ✓ | ✓ |
| Team Management | ✓ | ✓ | ✓ |
| Organization Management | ✓ | ✓ | ✓ |
| Document Center | ✓ | ✓ | ✓ |
| Calendar | ✓ | ✓ | ✓ |
| Messaging | ✓ | ✓ | ✓ |
| Structure Maps | ✓ | ✓ | ✓ |
| Alerts, Reminders & Tasks | ✓ | ✓ | ✓ |
|
Compliance, Risk & Screening
|
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| Compliance Management | ✓ | ✓ | ✓ |
| Risk Management | ✓ | ✓ | ✓ |
| Country Risk | ✓ | ✓ | ✓ |
| Sanctions Screening | ✓ | ✓ | OPTIONAL |
| Adverse Media | ✓ | ✓ | OPTIONAL |
| Acuris Screening | ✓ | ✓ | OPTIONAL |
| Management Compliance Review | — | ✓ | OPTIONAL |
| Country Internal Risk | — | ✓ | OPTIONAL |
| Baseline Risk Weighting | — | ✓ | OPTIONAL |
| Cybersecurity Governance | — | — | OPTIONAL |
| World-Check Screening | — | — | OPTIONAL |
|
Onboarding & Corporate Services
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| Onboarding | — | ✓ | OPTIONAL |
| Share Class Management | — | ✓ | OPTIONAL |
| Share Register | — | ✓ | OPTIONAL |
| Fees Management | — | ✓ | OPTIONAL |
| Invoicing | — | ✓ | OPTIONAL |
| Referral Tracker | — | — | OPTIONAL |
| Relationship Systems | — | — | OPTIONAL |
|
Reporting & Audit Readiness
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| Reporting | ✓ | ✓ | OPTIONAL |
| Dashboards | ✓ | ✓ | ✓ |
| Organization Dashboard | ✓ | ✓ | OPTIONAL |
| User Dashboard | ✓ | ✓ | OPTIONAL |
| Timeline / Audit Trail | ✓ | ✓ | ✓ |
| Security Center | ✓ | ✓ | ✓ |
| Onboarding Dashboard | — | ✓ | OPTIONAL |
| Tax Reporting | — | — | OPTIONAL |
|
Customization & Portals
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| Word Templates | — | ✓ | OPTIONAL |
| HTML Templates | — | — | OPTIONAL |
| Custom Navigation | — | ✓ | OPTIONAL |
| Client Portal | — | — | PILOT |
| Auditor Portal | — | — | OPTIONAL |
| Email Manager | — | — | OPTIONAL |
|
AI Assistance
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| Rika AI Assistant | PILOT | PILOT | PILOT |
Every COMPLIGHT plan includes the essential core platform. Tailored packages allow organizations to select additional capabilities, integrations, and capacity according to their business requirements.
COMPLIGHT is continuously evolving. Features, functionality, plan inclusions, and limits may be updated as the platform develops. Optional capabilities are subject to availability and individual agreement.
Features marked PILOT are not included by default and may be available through separate arrangements, subject to eligibility and availability. Specific features, configurations, and commercial terms will be confirmed in the subscription agreement.
