Maintain oversight and control over delegates

Ask the questions you want. Simple, intuitive and customizable. Set reminders and automate recurring questionnaires.

Set up pre-defined flags and alerts to track risks within delegated authority organizations.

Allocate tasks to colleagues, track activities and progress from delegates. And keep a full audit trail to satisfy regulators.

AI-powered review features make it easy to interrogate responses and chat with documents when you need to dive deep quickly.

Monitor third parties at a glance, with customizable, automated scoring and comparison.

User friendly white-labelled response portal. Prefill responses from public documents or other sources to make it easier for delegates. Delegates can also reuse previous answers to speed up the repetitive response process.

Branded, automatic report creation in any format. Linked directly to your CRM or database for easy client or internal reporting.

Outlook and SharePoint integrations let you track contacts, emails and shared documents for a full, rich record.