Solutions

Built for whoever answers to the FCA.

Supervision and tamper-proof evidence for regulated advice, shaped to how your firm is structured. The obligation is the same whether you oversee a network, acquire firms, or answer for your own advice.

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For principals

Networks

Supervise every appointed representative from one place, and prove to the FCA that you do.

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For acquirers

Consolidators

Assess the advice in a book before you buy it, and hold every acquired firm to one standard.

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For single firms

Directly authorised firms

Prove Consumer Duty and suitability on every case, and produce the evidence on demand.

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See how it fits your firm.

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