Analyst visibility
Find assessments and outstanding screening work. Keep project context close to the next action.
Client portal
Your compliance workspace
See which assessments need attention, which decisions await review and which records have been approved. Open the underlying work to examine the detail.
Explore the workflow ↗ComplyBase / Client portalIllustrative interface
YOUR WORKSPACE
Example portfolioA clear view of the work.
8Assessments
3In review
4Approved
1Draft
| Counterparty / project | Next step | Status |
|---|---|---|
| Northmere HoldingsProject Northmere | Resolve PEP match | Review |
| Example Credit PartnersProject Cedar | MLRO decision | Sign-off |
| Example Asset ManagementProject Elm | View assessment | Approved |
Selected records shown Assessment history · Screening register · Audit trail
Illustrative interface · fictional data
Reviewer oversight
See work waiting for compliance review or MLRO sign-off, with the underlying assessment available to inspect.
Decision history
Return to past onboardings, screening records and the audit trail when a decision needs to be revisited.
See the complete workflow
Bring your process. Inspect the product.
Walk through an assessment, review a match and explore the record you can export.