Document Management

Store and manage your policies, procedures, processes and other key documents.

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A central library

Put all your compliance documents in one place. Benefit from full version control, easily share documents with colleagues and track receipt and acknowledgments. 

  • Centralised document library for your all compliance documents

  • Easily share documents for review, record version changes and track evolution over time

  • Control employee access

  • Recycle bin feature enables easy recovery of deleted documents

  • Request and track employee compliance attestations

Library dashboard

See all documents in the library, pin or flag those that are important to you. Full control of documents that have been recently deleted and full version history maintained.

Easy to upload you documents and to assign document permissions to employees and teams.

Use filters to view the documents you want to see. View document properties and history.

There's a better way

Modernise your compliance management with a single, shared and integrated cloud-based solution. Specifically designed for firms that offer regulated financial services and in sectors that include Asset Management, Banking, Capital Markets, Consumer Credit, Corporate Finance, Fintech, Insurance, Investment Management, Payment Services, Private Equity, Venture Capital and Wealth Management.

Enhanced governance

Stronger governance

Complete transparency and visibility of your compliance management, enhancing the ways in which you think about, identify, and manage your regulatory risk.


Evidences your compliance

My Compliance Centre offers a complete audit trail so that you can easily evidence your compliance to your board and, if they were to ask, the regulators.

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Increases confidence

Get a bird's eye view or drill down into the detail. With this information at your fingertips, you can be confident that you are on top of everything.


Reduces compliance risk

Ensures your compliance framework keeps pace with regulatory developments. Gives you visibility of all scheduled and ad-hoc tasks and remedial activities.

Single source

Single source of truth

One integrated platform so you can be sure to find the information you need, when you need it, without any fuss or version control confusion.

Take a look at My Compliance Centre

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