We were very excited to release an update to our application, which introduced a new module ‘Register Builder’ as well as improving admin functionality:
- For system administrators there are amendments to the way that you set up new users along with some new features and functionality to streamline adding / updating user profiles.
- Dashboard Editor allows users to amend the My Compliance Centre homepage to act as an intranet site, linking to external websites or other third-party systems.
Since the last newsletter we have also made changes to the following modules:
PA Dealing Register
We have updated the PAD reports to include broker account and holding reports, managers can send reports for time periods as required and ask staff to confirm:
- Transactions
- Broker Accounts Held or Opened
- Holdings
Which can be updated / created in the system within the time periods selected.
Compliance Advice
Addition of Related Individuals – when submitting a compliance advice request users can link related individuals, meaning that they are advised on requests raised by team members and colleagues and can view the progress of requests.
When Compliance Advice records are closed, users can now reopen or export the data as required.
Boards and Committees
Small UX amends in line with client feedback.
Emails at Committee Level – Administrators can enable / disable emails per committee, controlling which committees sends out emails when updates are made, or actions are added.
