Advisers sleep better at night knowing 100% of documents are compliant

Colin the compliance checker reviews every file instead of 5-20% of files checked in sample audits. Upload all your file documents; fact finds, suitability reports, illustrations, disclosure docs, (to name a few) and they will be scored against COBS and Consumer Duty requirements.

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No guesswork, no grey areas

Every section of your report gets evaluated against specific regulatory requirements. Colin breaks down compliance into clear categories – suitability, clarity, personalisation – showing you exactly what passes and what needs attention.

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Check everything

It's not enough just to tick boxes

Demonstrate good outcomes, clear communication, and justified recommendations across every single client report.
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Raise quality standards

Razor sharp focus on quality improvement

Users receive risk warnings tailored to specific recommendations to improve the quality of reports if, for example, language used is too generic or open to interpretation. 

 

Your data is in safe hands

Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.

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See how Colin checks your entire advice client journey is compliant

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