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At-a-glance oversight

Compliance Health Score

One number that tells you — and your board — how your compliance program is doing right now, with a breakdown that points to exactly what to fix next.

You Can’t Manage What You Can’t See

A compliance program lives across a dozen workflows — and no single view.

Reviews, complaints, incidents, deadlines — the signals of a healthy (or slipping) program are scattered. The Health Score pulls them into one figure so nothing quietly falls behind between annual reviews.

What It Measures

Signals rolled up from across your program

Annual Review (206(4)-7)
Written Policies
Training
Vendor Oversight (Reg S-P)
Marketing Review
Client Complaints
Security Incidents
Compliance Calendar

Key Capabilities

Oversight your CCO and board will actually use

Single 0–100 program health score

Per-area breakdown, lowest first

Surfaces exactly what needs attention

Rolls up signals from across the platform

Print to PDF, and included in your scheduled compliance report

Updates as your program changes

Included on every plan, Essentials and up.

Ready to transform your compliance workflow?

Be among the first to experience AI-powered compliance technology.