Staying Compliant

Central document storage and full audit trail

  • Track and ensure your capture all the important compliance documents throughout your relationship with your client.
  • Keep information of every meeting with time stamps of all interaction in chronological order
  • Maintain all evidence of client requirements within the client record
  • Keep a complete audit log of all activity throughout yesterday
  • Capture acceptance whether digitally or paper stored

(picture of social pane of activities, digital acceptance with IP, Compliance dashboard)

Contact Praemium

3rd Floor East,
Salisbury House
1-9 Union Street, St Helier
JE2 3RF, Jersey

+44 (0) 1534 765 450