Features

Unified Compliance Tools to Eliminate Chaos and Drive Growth

Discover a flexible, modular feature suite built to help your advisory firm scale faster without sacrificing compliance or control.

Features

Simplify, Automate, and Accelerate Your Workflow

Automated Compliance Workflows

Automatically trigger KYC requests, investor-status checks, and document collection no code required.

Real-Time Portfolio & Compliance Analytics

Gain instant visibility into onboarding progress, identity verifications, and total AUM all in one live dashboard.

Team Collaboration

Keep advisers, compliance officers, and back-office staff aligned with shared client notes, task assignments, and audit logs.

Enterprise-Grade Security

Built from the ground up to meet ASIC, AUSTRAC, and FASEA requirements—your data is protected at every layer.

Use Cases

Independent Advisers

Streamline client onboarding, KYC checks, and fact-finds—so you spend less time on paperwork and more time giving advice.

Auto-Send Identity Verification Invites

Centralized Fact-Find & Risk Profiling

Live AUM & Status Tracker

Compliance Officers

Stay audit-ready with live compliance tracking, automated alerts, and standardised reporting.

Monitor KYC & 708 Statuses

Generate ASIC-Compliant Reports

Automate Document Follow-Ups

Enterprise Level Financial & Back-Office Teams

Oversee multiple advisory firms from a single console aggregate data, enforce standards, and scale without extra headcount.

Aggregate Firm-Level Metrics

Standardize Onboarding Across Branches

Automate Licensee Reporting