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Compliance
templates

Collect evidence, assess risk and manage obligations. Start with a working version and change the fields, rules, language and look around your business.

Compliance · Compliance app

AML Screening Desk

A working sanctions and PEP screening desk with batch checks, history and clear review outcomes

AML Screening Desk

Compliance app

Live template

13

Total screenings

1

Not OK

7

OK / Clear

Performance trend

This year

Compliance · Assessment

AML risk assessment

A scored questionnaire, risk rationale and review workflow for client or supplier risk

AML risk assessment

Assessment

Live template

Risk assessments

Live flow
Submitted
Review
3Decision
4Complete
Falcon TradingApproved
Orion HoldingsEnhanced review
Nexa LogisticsManager review