Standalone Solution

Know what needs review.

FINTRAC, reminders, queues, audit events, and exports in one compliance desk.

FINTRAC review

ID upload, liveness video review, admin approval, rejection reasons, and export-ready logs.

RECO and E&O reminders

License and insurance expiry tracking with 90, 30, and 7 day reminder workflows.

Compliance queue

A practical review surface for flagged transactions, document issues, and agent profile checks.

Audit events

Immutable event records for critical actions, protected at the database privilege layer.

CASL records

Consent timestamps, unsubscribe handling, suppression lists, and preserved consent logs.

One-click exports

Compliance records can be exported cleanly when the brokerage needs to prove its work.