The platform

Each tool keeps one kind of record, such as your risks, policies, suppliers or plans, with owners, review dates and approvals, so you can show your work when you're asked.

See it in action

Add a risk in about 15 seconds. Pick a ready-made risk, score it, and see where it sits. No sound.

The risk register: summary counts and two 5 by 5 risk matrices, before and after controls, coloured green to red. — **Risk register.** Score every risk and see where it sits.

The suppliers list, with each supplier shown in a risk tier, its status and its business owner. — **Suppliers.** Every supplier in one list, rated by tier.

The business continuity plan overview: items that need attention and a checklist of the parts of the plan, each marked done. — **Business continuity.** What needs attention and what's still to do.

Example screens, shown with sample data. Select one to see it full size.

Want to know how each tool works? Our Library has a one-page user guide for every tool, plus short videos.

For any business

Risk register

Score your risks on a 5×5 matrix and track the actions that bring them down.

Policies & procedures

Keep your policies and procedures with versions, owners and review dates.

Suppliers & outsourcing

Every supplier in one list, rated by risk tier, with contracts and due diligence.

Business continuity

Build a plan from a short impact analysis, then record its review and tests.

Incidents & complaints

Record complaints, incidents and privacy breaches, and keep the evidence. It records and reminds; you decide and you send.

Extra tools for financial advice providers

Obligations register

A ready-made register of your obligations, each with an owner, evidence and a red-amber-green status.

CPD & development plans

Each adviser's annual plan, CPD activities and evidence, with manager sign-off.

AI audit of policies & procedures

An AI-assisted check of your policies and procedures, with your responses signed off. Always labelled as AI.

Compliance calendar

Key review, testing and reporting dates, with due-soon and overdue flags.

Skills & expertise

The skills your firm needs against who holds them, with a plan to close each gap.

Advice Review with AI On request

An AI-assisted review of client insurance advice files. Every finding is a draft a person confirms.

Details for licence holders and Authorised Bodies are on the advice firms page.

How you use it

Pick the tools you need. Each is switched on when you ask, and you can add more later. See Pricing.
Most tools open with a private link. Suppliers, business continuity and incidents hold more sensitive records, so your administrator opens those with an emailed code.
Your records are yours. Most tools can export to CSV, and you can ask us for an export of anything else.

Security and privacy

Encrypted

Encrypted in transit and at rest, on Microsoft Azure.

Controlled access

Only your business can open your records. Sensitive tools need an emailed code.

Backed up and monitored

Automatic backups that we've tested, with logs and alerts.

Private by design

We collect only what each tool needs. See our privacy notice.

Register your interest

Want a tool for your industry, or want us to switch on one of the tools above? Tell us a little about your business.

Your name Business name Email address Phone (optional) Your industry Number of employees (optional)

Anything else we should know? (optional)

We'll use your details only to reply to your enquiry. Our privacy notice explains who we are and how to reach us, what we collect and why, which details are required, and your right to see and correct them.

* Required