As more of our business is now secured as a result of introductions from Accountants and Solicitors, we recognise the importance of a compliant process, combined with a management information tracking system that creates a perfect audit trail. Really satisfied us on complex compliance issues and opened the door to promoting Financial Services. Previously found the hassle and risk outweighed the financial benefits. We’ve been very surprised with the positive results. Using the system enables us to confidently refer clients to the appropriate specialist IFA. We can track client progress and ensure our compliance audit trail is up to date. I am very impressed by its ease of use and comprehensive real-time management information.