Ai Black Pattern

Multiple Plan Functionality

Multiple plan functionality allows a business to manage multiple plans relevant to your business, from the compliance monitoring plan, operational monitoring plan, and financial crime monitoring plan to an infinite number of funds monitoring plans.

Blue Pattern

My Monitoring Plans

Each monitoring plan can be stored under the company name with their own log in. Multiple plan functionality doesn’t have to stop at a compliance focused plan but whichever plan a business deems is relevant to them. Each plan created has its own alert system for testing due or overdue, you can set your own parameters.

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Individual plans

Once a plan is open it will display all your tests, allowing users to tailor their requirements to any test detailed. Amendments to any tests will automatically be reflected in the statistical data positions.

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Regulatory Library

Remedial Actions Tracker

KPI Dashboard

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