Streamline compliance, save time and reduce risk
In this highly regulated world, proving and maintaining your team's independence is not just a regulatory requirement; it's essential in preserving integrity, ensuring public trust, and building a strong reputation with clients and stakeholders. We streamline the process of evidencing your team's personal independence with the power of Open Finance, expediting the time-consuming and complex process.
Navigating the complexities of independence
The compliance risk for regulated firms remains high while proving independence has been manual and complex. Reducing the length of time and the onus on employees and their family members is a must. This is where regulatory compliance meets personal responsibility.
Mitigating financial and reputational risk
Meeting the expectations of regulators and clients protects your firm's esteemed reputation.
Improving accuracy and easing the burden on employees
Manual processes remain time-consuming and tedious, with an increased risk of human error. This reduces the likelihood that employees and their families report accurately both initially and ongoing with any changes.
Seamless compliance with financial insights
Get full coverage
One API connection allows you to connect to the broadest array of investment and pension accounts, avoiding individualised connections or missing coverage.
Real-time monitoring
Ensure accounts are continually connected with automatic updates and reminders, adhering to your reporting requirements.
Automated compliance for all parties
Get the complete picture from your employees and their families with efficient account connection through Open Banking and Open Finance to declare financial relationships.
Going beyond compliance, use our APIs to enhance your team's experience
Financial wellness tools
Features like budgeting insights, spending goals, and financial nudges are additional available options to give your employees the tools to see and respond with their complete financial picture in mind.
Support sustainability initiatives
Beyond individual habits, help your employees see the carbon footprint of their personal investments.