Document Manager

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

Try My Compliaance Centre

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

  • Simple version control management

  • Control employee access

  • Integrated with the Governance module and 'attestations'

  • Recycle bin feature enables easy recovery of deleted documents

Library dashboard

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

Easy upload

Quick and simple to upload your policies, procedures and manuals.  Assign document permissions to employees and teams and make available for staff Attestations.

Assign tasks

Assign tasks and follow-up actions related to specific documents.  Schedule annual reviews or updates due to changes in regulation of company risk appetite. 

Track all related tasks on the central Task Manager.

Version control

Manage the audit trail and version control of all documents with a full document 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.

EVIDENCE COMPLIANCE

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.

achieve more

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 RISK

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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