We offer three distinctive service packages to allow you to manage your SMCR compliance. 

Take advantage of our monthly payment option or get two months free by paying annually. Prices are based on the number of Senior Managers and Certification staff with discounts available for larger firms.

All packages require a one-off set up fee, ensuring your firm gets up and running quickly and efficiently. This covers support for data migration from for your existing systems and records if required. 

Features Essential Professional Ultimate
Record/classify all staff
Assign functions & responsibilities
Record Fitness & Proprietary assessment
Track Conduct Rules training 
Produce Statement of Responsibilities 
Management reporting, inc. leavers/joiners
Management dashboard ✔ 
Certification process, including documentation 
Audit trail  
Access to historic records
Reasonable steps reporting
Roles and permissions (setting what users can see and what they can do) 2 Unlimited Unlimited
SM and Certified staff user access  Unlimited Unlimited Unlimited
Number of regulated legal entities  Multiple  Multiple
Helpdesk support N/A
Track Conduct Rules breaches  
Document Handover Procedures   ✔ 
Bulk data upload (set up only)   ✔ 
Providing regulatory references  
Produce Responsibilities Maps   ✔ 
Document governance & committees   ✔ 
Document Reasonable Steps   
e-Learning courses £ £
We undertake Fitness & Propriety checks   £
We manage the platform for you    
We manage FCA reporting    

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