Task Manager

Automated workflow for all your compliance tasks and activities.

Try My Compliance Centre  Download factsheet

Manage tasks with clarity and confidence

In the process of managing your compliance obligations there will be different tasks to complete. Tasks are an activity that involve one or more employees, and which have a start and end date. These may be scheduled, ad-hoc or involve remedial activities.

Whatever the task, with My Compliance Centre you will be able to assign, track and manage them with confidence.

Automated workflow

Assign, manage and track all tasks through to completion.

A clear picture

View your own, your teams or your company’s tasks.

Choose your view

View tasks how you want to. By type, person, status - you choose.

Keep on top

By seeing completed, upcoming or overdue tasks you remain in control.

Assign actions

Set daily tasks for your team members.

Schedule tasks

Schedule tasks and remedial actions and track their progress.

Set repeat tasks

Schedule tasks to repeat at a time defined by you.

Make informed decisions

Having real-time information enables you to make better management decisions.

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.

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 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

BOOK DEMO  Call now +44 (0)20 8017 8273  Email a question