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Module of the Quarter 

Introducing Register Builder / Spotlight on: 

Register Builder 

Customise and build your own registers in line with your firm’s requirements. 

The register builder module will allow you to build as many registers as required bringing your excel sheets into one system.  

Fully customisable in that you can control: 

  • The fields that are built, including conditional fields for some information. 
  • Set sections and headers to split registers. 
  • Allow users to edit submissions or delete entries. 
  • Set permissions for individuals or groups to view, edit and submit entries onto registers. 

This module is being used to help with consumer duty obligations. Clients have created a ‘Consumer Duty Gaps / Harms Register’, as well as registers such as: 

  • Product Governance 
  • Product Approval 
  • Consumer Groups / Target Markets 

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