Compliance made simple for small businesses
Most small businesses can't justify an in-house compliance manager or a bespoke annual consultant fee. is a cost-effective, self-serve way to see where you stand and keep your compliance records in one place.
Take the free Health Check See the platform
The free Health Checks include a cyber check for any business, and an FAP check for financial advice firms. The platform tools suit any small business.
Built for your business
Financial advice providers Live now
A free Health Check, obligations register, CPD and more, built for FAP licence holders and their advisers.
Other industries Growing
The risk, policy, supplier, continuity and incident tools already work for any small business.
Everything in one place
Risks, policies and procedures, suppliers, your continuity plan, and incidents and complaints, with owners, review dates and evidence. Advice firms get extra tools for their obligations, CPD and skills.
How it works
1. See where you stand
Answer plain-English questions and get a score, with the biggest gaps highlighted.
2. Keep your records
One place for your policies, risks, incidents, suppliers and continuity plan.
3. Get expert help
When you want more than software, our consultancy can review your records or help with a project.