Take control of your KYC process with one simple, powerful dashboard that gives you a complete overview of counterparties, documents, and requests in real time.

With clear visibility into counterparty risk distribution and screening results, you can instantly identify where risks lie and take action before issues escalate. Automated monitoring and expiry notifications ensure that compliance obligations are always met, keeping your data accurate and up to date without manual follow-ups.

The dashboard also makes collaboration effortless by allowing teams to track requests, assign responsibilities, and follow the progress of every task from start to finish. When it’s time for an audit or internal review, all information can be exported in seconds, saving hours of preparation and ensuring you are always audit-ready.

By consolidating all counterparty KYC data into one centralized view, the dashboard eliminates the need for scattered spreadsheets, endless email chains, and disconnected systems. The result is a streamlined, proactive, and manageable compliance process that lets your team focus on building relationships rather than chasing documents.