Use cases

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Compliance Automation
Quarterly Portfolio Reporting

Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems

Compliance Automation
Financial Services
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Compliance Automation
Enhanced Due Diligence (Source of Wealth / Anti-Financial Crime)

Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes, to eliminate manual coordination risk and ensure compliance.

Compliance Automation
Financial Services
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Financial Services
Subpoena Management

Streamline management and coordination of internal actions around subpoenas

Financial Services
Compliance Operations (Financial Services)
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Financial Services
Third Party Vendor Approval

Run mandatory checks and approval processes for all of your third party vendors and suppliers

Financial Services
Compliance Operations (Financial Services)
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Compliance Automation
Tax Reporting

Report taxes with automated form steps, documentation, and data management

Compliance Automation
Compliance & Legal Operations
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Financial Services
Seizure Handling

Process seizures with customizable checklists and automated coordination and communications steps

Financial Services
Compliance Operations (Financial Services)
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Financial Services
Exemption Orders for Capital Gains

Process exemption orders for capital gains with automated documentation and no screen-switching

Financial Services
Compliance Operations (Financial Services)
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Financial Services
Data Deletion Requests

Process data deletion requests in a fully automated way, without switching systems

Financial Services
Compliance Operations (Financial Services)
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Compliance Automation
Purchase Orders

PO ordering simplified and streamlined, including approvals

Compliance Automation
Compliance & Legal Operations
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Financial Services
Employee Onboarding - Financial Services

Onboard new employees end-to-end, including mandatory background checks and basic training

Financial Services
Compliance Operations (Financial Services)
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