- Control and oversight of your business; ensuring all important company tasks have a date and an owner, so everything gets done and you get peace of mind.
- All your policies and procedures in a single place.
- Integrated registers, so you can scrap the spreadsheets and get the data as and when you need it.
- Full oversight of your team, their senior manager functions, testing dates and training.
- A Resource Hub full of guides, templates, videos and policies – saving you and your team loads of time to instead focus on your clients.
Manage your whole firm, including your business, team and compliance operations, from a single dashboard.