Stop being the consultant with spreadsheets. Give your clients a professional portal where they can see and participate in the compliance work you're doing — and justify premium fees while you're at it.
Trusted by 250+ UK-regulated firms
Consultant Dashboard
You're doing important work, but clients don't see it. When compliance happens in spreadsheets and email attachments, it's invisible — and undervalued.
Your clients can't tell the difference between you and the competition. Everyone sends the same Word docs and Excel trackers. No differentiation, no premium positioning.
You're doing the work, but clients aren't engaged. They see compliance as your problem, not a shared responsibility. When renewal comes, they question the value.
Different spreadsheets, scattered emails, missed deadlines. You're spending more time on admin than actual compliance work. It doesn't scale.
When the work is invisible, it's hard to show clients what they're paying for. You know the value, but you can't prove it. Fee negotiations become painful.
Every new client multiplies the admin burden. You want to grow, but you're already stretched. Taking on more clients feels impossible.
Emailing policies back and forth, losing track of versions, chasing clients for sign-offs. There's no single source of truth for you or your clients.
RegTechPRO transforms how you deliver compliance services. Clients get their own portal. You get complete oversight. Everyone sees the value.
Give each client their own login. They see their tasks, policies, and progress — not your other clients' work. Professional, transparent, engaging.
Clients submit documents and task completions through the portal. You review and approve. Clean handoffs, complete audit trail, no more email chaos.
Clients can see their compliance status, task progress, and MI dashboard. When they can see the work, they understand the value. Fee conversations get easier.
You see every client from one dashboard. Each client only sees their own work. No data leakage, no confusion, no security concerns.
Set up isolated workspaces with the modules and tasks each client needs
They log in and see only their assigned work — nothing else
Switch between clients, track progress, review submissions — all in one place
Completed task, policy draft, or evidence
Check quality, verify completeness
Sign off or request amendments
Clients can participate in their compliance work without you losing oversight. Everything they submit comes to you for review first. You're the gatekeeper.
70+ compliance modules ready to assign to clients. Professional templates, structured workflows, and complete audit trails.
70+ modules covering every FCA requirement your clients face
Show clients their compliance status with visual dashboards
50+ professional policy templates with version control
SM&CR management, F&P assessments, certifications
55+ monitoring areas with scheduled reviews
Risk registers and heat maps per client
Track regulatory updates relevant to each client
AI assistant for compliance questions — yours and your clients'
PRO360 gives you the capacity to manage up to 15 clients with their own segregated workflows. Need more? Enterprise unlocks unlimited everything.
Growing beyond 15 clients? Enterprise tier offers unlimited workflows, unlimited users, named account manager, and priority support.
RegTechPRO transformed how I work with clients. They can finally see what I'm doing for them — and I've stopped losing time to spreadsheet hell. My clients take compliance seriously now because they're part of it.
Stop competing on price. Start competing on professionalism. Give your clients a compliance experience they can see, engage with, and value.
Start Your Free TrialTrusted by 250+ UK-regulated firms • Plans from £200/month
