Network-wide oversight
Advice quality, review status and risk flags across every AR in a single view, not fifty separate inboxes.
For networks
Supervise every appointed representative from one place.
As a principal, you carry the regulatory can for every adviser trading under your permission. Bedrock gives you continuous oversight of their advice, and the evidence to prove it, across your entire network.
Overseeing a network is supervision at scale.
The FCA holds principals directly responsible for their appointed representatives. Since the 2022 reforms, that means monitoring the advice of a large, distributed population and being able to show your working. Periodic file pulls do not get you there.
- Distributed risk
- Hundreds of advisers you do not employ, each one able to put your permission at risk.
- Evidence on demand
- The FCA expects proof that you supervise every AR, not an assurance that you do.
- Manual file review
- Sampling files by hand misses the outliers and cannot keep pace with the volume.
- AI-assisted advice
- Your ARs are already drafting advice with AI. A model’s mistake now scales as fast as the tool that made it.
One supervisory layer across every AR.
Bedrock sits over your network, capturing every piece of advice and routing what matters to the right reviewer.
Onboard your ARs
Bring every appointed representative and adviser onto one platform, each seeing only their own work.
Advice flows in
Every recommendation is captured as it is produced, whether an adviser wrote it or AI helped draft it.
Route and review
Risk-based rules send the right cases to the right reviewer, with a full record of every check they make.
Oversee and evidence
See the state of advice across the whole network from one view, and produce per-AR evidence in minutes.
What your compliance team gets.
Per-AR evidence packs
A complete, defensible record of how each representative is supervised, ready to hand to the regulator.
Outlier detection
Surface the advice and the advisers that warrant a closer look, before they turn into a problem.
Consistent standards
One set of review checklists and turnaround SLAs, applied uniformly however many firms sit under your permission.
Ready for AI-assisted advice.
AI is the fastest-moving risk in your network. Your ARs are already using it to research and draft advice, and it is only spreading. Bedrock keeps a human in front of it, so a model’s mistake is caught inside your network rather than by your client or the regulator.
- Capture the part AI played in every recommendation, not just the final wording.
- Put human review in front of AI-drafted advice before it reaches a client.
- Spot where a model is drifting across your network, not one adviser at a time.