Choose the level of assessment, screening and support your team needs. Pricing is scoped around your firm’s users, workflow and implementation requirements.
For firms that need a consistent, documented client risk assessment process.
For compliance teams managing assessments, screening and internal approval together.
For firms requiring ongoing screening, specialist onboarding support and a broader operating model.
Screening allowances and service terms are set out in your proposal. Enterprise monitoring and consultancy are configured during implementation. Your firm retains responsibility for onboarding, screening dispositions and approval decisions.
We’ll tailor the walkthrough to the plan you are considering—from assessment and exports in Basic to screening, sign-off and Enterprise support.
Your firm owns the decision. ComplyBase supports the workflow and records; consultant assistance does not replace your firm’s authorised review, escalation or approval responsibilities.
Contact us to review the current access controls, hosting arrangements, subprocessors and proposed data-processing terms as part of your supplier due diligence.
Enterprise does not impose an annual onboarding count. Screening-provider usage, consultancy capacity, fair-use protections and any exceptional service limits are defined in the commercial proposal.
Discuss access controls, data handling and the records your firm needs before agreeing scope.