Meet regulatory requirements when delegating investment activities

Ask the questions you want. Simple, intuitive and customizable.

Set up pre-defined flags and alerts to track risks within third parties.

Allocate tasks, track activities and progress. And see a full audit trail.

Review only the data you want to see in the fully customizable review module.

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

User friendly white-labelled response portal. Delegates can pre-fill from previous answers or drag and drop where required.

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

Enrich your data. Outlook and SharePoint integrations let you track contacts, emails and shared documents.