Manage Risk, Compliance and Sales Together

A platform that makes compliance a rewarding experience and streamlines organization of your relationships

360 Compliance and Risk Score
Sales Pipeline
Referral Capture
Contacts, Relationships, Entities
Alerts, Tasks & Reminders
Dashboards & Reporting

Compliance

Compete for the “most compliant award”

Client Lifecycle and Alerts

Real-time sales management

Risk

Automated risk classification and review scheduling

Powerful reporting

Complete report package of relationships, entities, contacts, and regulatory reports

Track everything

Array of dashboards give at-a-glance view of all of your data