Visualise key indicators and trends from advice files
Profile business activity, the advice provided, and client characteristics. Measure how well advice follows controls and agreed disclosures, and validate or flag advice that is disclosed well – or poorly.

Explore Adviser profiles
Deep dive into adviser compliance and risk indicators, client demographics, reviewed files, and ASIC regulatory profile information.

Data-driven alerts
Receive notifications when key risk indicators change beyond pre-set limits

Streamline stakeholder reporting
Export directly to PowerPoint, Excel and PDF

Private and secure
Your dashboard data remains on-shore at all times, protected by multiple security technologies and secure engineering practices.