- Basic0-30 users
- Pro0-200 users
- Enterprise200+ users
|Core SM&CR datasets |
All of the datasets you need to comply with the SM&CR
|Full audit trail |
Every change to your SM&CR data is audited upon entry and through its entire lifecycle. Demonstrate a history of compliance at any time through the ‘Time Machine’ function.
|Role creation and permissioning |
|Document repository |
|Statements of Responsibilities |
|Fit and Proper certificates |
|Anti-money laundering reports |
Provided at a cost by third party
|Create tasks |
|Regulatory References |
|FCA Directory report |
Set recurring tasks and actions to turbocharge your compliance planning.
|Form H |
|Form C |
|Regulatory training |
|Single sign-on |
Corterum can be integrated with most major single sign-on technologies so you can seamlessly integrate Corterum into your application ecosystem.
|IP whitelisting |
To further protect your data, we can implement secure IP whitelisting, so your instance of Corterum can only be accessed via specified IP addresses.
|Custom reporting and workflows |
Custom-built reports and workflows to meet your business needs
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