360° Dashboard.
Manage all your compliance requirements from a single online dashboard.
Schedule a demoComplete visibility over your compliance requirements.
Dashboards
Manage all your compliance requirements from a single online dashboard. Monitor live progress, share workflows, view activity streams and receive real time alerts.
Real time alerts
Receive instant alerts every time an action occurs or update is made to your list. See alerts when contacts are added, requests sent, and signatures received.
Live progress monitoring
Monitor the status of every insider in real time. Always know where your contact is in the signing process, from initial notification to final signature.
Detailed audit trail and reporting capabilities.
Our 360 dashboard gives you complete visibility over all lists and workflows across your organisation.
Get an instant snapshot of every action across the platform, see the latest updates for a list or individual, and view outstanding tasks.
Always know where your contact is in the signing process. Every interaction is reported in real time on your centralised dashboard.
Generate comprehensive reports that meet regulatory requirements and support internal compliance efforts.
Manage all your contacts.
Our smart contact database creates a universal profiles, so you can track individuals across multiple lists and groups.
Detailed reporting: Generate detailed reports on individual contacts and their activity.
Easily manage multiple contacts in a single click via groups.
Get detailed reporting on individual contacts from their personal activity stream.
Say goodbye to e-mail and Excel.
Automate all your compliance reporting requirements with our secure online compliance software designed for public companies, advisers, and administrators.
Everything you need in one platform
and so much more.
Intelligent Data Capture
Automate your compliance workflows from start to finish.
Dashboard Controls
Manage and customize user interfaces for better data handling and user experience.
Export to PDF & Excel
Convert your lists into PDF and Excel formats for easy sharing and analysis.
Real Time Data Validation
Ensure the accuracy and integrity of data as it's entered in real time.
Email Templates & Editor
Create and edit email templates for streamlined communication and branding.