Main features

Monitor PA dealing

Pre and post PA dealing checks

Protect against front running and insider trading

Capture and review outside business activity

Monitor gifts and entertainment approval and attestation

Monitor and manage risk

Bespoke integration with holdings and trade data

Custom approval workflows

Custom auto-approve and auto-deny rules

Full system auditing

Access anywhere in the world from any device

Bespoke functionality development

View full feature list

You’re in good company

What our clients say

“Great new efficient system. A vast improvement and a stride towards a paperless business!”

FE Alpha Manager

Fund Manager

“Easy to use and delivers efficiency to Compliance, Traders, and Staff. This product has absolute flexibility to allow firms to adjust it to their own policies, provided through controls and exhaustive MI reporting.”

Compliance Officer

Liontrust Asset Management Plc

Us

Joe Bloggs

Joe Bloggs

Compliance guru
John Goodchild

John Goodchild

Creative Director
Sheju John

Sheju John

Technical Director

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