Compliance confidence
Peace of mind that your reports include everything they need to, and the content is being automatically kept up to date for you.
Automatic updates
Report content is immediately updated to reflect changes in taxation and legislation.
FCA best practice
Report content is automatically updated to reflect regulatory directives and FCA best practice.
Intelligent workflows
Intelligent workflows guide the user through the report building process, prompting them to provide the ‘how and why’ required of a compliant suitability report. This allows the writing of more complex reports, than might otherwise have been the case, to be delegated to more junior staff members.
Learn more about intelligent workflows and wizard sections >>
Consistent advice outcomes
Pre-approved and centrally managed content helps to promote repeatable processes and more consistent advice outcomes.
Risk warnings
Risk Warnings relevant to the recommendations being made are automatically inserted into their own section in the report to give them suitable prominence.
File checking
A consistent report format containing elements of pre-approved content can significantly speed-up, and even reduce the need for certain elements of the file checking process.
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