For consultants

Every client firm. One place to run them.

You do the compliance thinking. Meet Fenchurch One: it holds the evidence — a separate set of records for every client firm, one Control Centre across all of them, and reporting your clients can read without a login. On Pro, it all carries your brand.

1 firm per client

each client firm in its own self-contained workspace

Unlimited

firms on Pro — take on a new client, add a firm

3 report types

AI reports drafted from each client's own records

Your brand

your logo and colours across the platform, Live Links and proof packs — on Pro

A firm per client

Each engagement in its own workspace

Each firm is a self-contained set of records — registers, policies, people, documents and reports. Set every client up as its own firm, and nothing about one client ever sits next to another.

One firm per client

Each firm keeps its own registers, people, documents and reports, separate from every other. One firm on Starter, three on Growth, unlimited on Pro — a practice with a growing client list sits naturally on Pro.

Nothing leaks between clients

Access is set per person, per firm. A client's people can be given access to their own firm and nothing else — and one client can never see another's records.

New client, new firm — in a click

Won an engagement? Add the firm in moments, activate the Annual Confirmations and registers that firm actually needs, and start recording. No support ticket, no waiting.

Archive when an engagement ends

When a client moves on, archive their firm. The record is kept intact — nothing is hard-deleted — and if they come back, you restore it and pick up where you left off.

The Control Centre — every due-dated task across all firms in one place — Control Centre, across clients

A firm's Policies tab — each policy with its owner, version, last and next review dates and approval — Policies, per firm

The evidence

Client records that hold up to inspection

Your advice is only as strong as the record behind it. Every firm comes with the same evidence structure — activated per client, so each firm carries only what applies to it.

Annual Confirmations and registers

A library of ready-to-use Annual Confirmation and register forms — mapped against the FCA Handbook and the relevant legislation. Activate the ones each client needs — the core set on Starter, the full library Growth + — or build your own with the form builder, on every plan.

People records — unlimited

Every person at every client firm gets a proper record: fit-and-proper checks, Statements of Responsibilities, certificates and conduct rules, with due-diligence documents held against the person. Unlimited on every plan.

95 ready-made documents

41 expert-drafted policy templates Growth +, and the full register and general template library Pro — a drafting base you adapt per client instead of starting from a blank page. See the full list.

Annual Confirmations — Consumer Duty, Data Protection, Financial Crime and General FCA Compliance, with each firm's entries, status, rating and approval — Annual Confirmations

The Complaints register open in Records, listing its entries — Registers

People compliance — each person with their Fit & Proper, Statement of Responsibilities, certificate, conduct and due diligence status — People records

Client reporting

Reporting clients actually read — without a login

The monthly write-up is usually the most expensive hour of the engagement. Draft it from the record itself, then hand it over as a link or a pack.

AI reports, per client

Each report is drafted from that firm's own records — nothing invented, nothing generic. If it isn't evidenced in the platform, it isn't in the report. Run one complete report of each type per firm every seven days.

Executive Summary

Every plan

A one-page briefing for the client's directors — the position, the risks, and what's being done about them.

AI Compliance Report

Growth +

The full picture for one client: Annual Confirmations, registers, documents, people and returns, mapped to the rules — with the gaps called out honestly.

FCA Dry Run

Pro

A 14-question mock supervisory interview, answered from the client's records. See how the firm reads to a supervisor before a supervisor reads it.

Live Link — no client logins

Send a client a read-only view of their position — with optional passcode, expiry and watermark, a view log, and the ability to revoke it at any time. It shares summaries, never the raw records.

Proof pack, per client

Each client's compliance position exported as a dated, referenced pack — ready for their directors, their auditor, or the regulator. On Pro it carries your branding.

AI report for a client's directors, drafted from its own records and mapped to the rules — AI report

Proof pack — a branded, dated evidence bundle of a firm's position and the records behind it — Proof pack

Your brand, not ours Pro

The work should look like yours

You built the client relationship; the platform shouldn't get between you and it. On Pro, white-labelling puts your logo and your accent colour across the platform, the Live Links and the proof packs — so what your clients see carries your name.

And because the platform assumes no compliance background, the client-side experience explains itself — plain-English tutorials on every screen, so a client user doesn't need training from you first.

Your logo and coloursApplied across the platform, reports, Live Links and proof packs on Pro.
Client access, tightly scopedGive a client's people access to their own firm only — set per person, per firm.
Help that's built inSet-up from the firm's FRN, read from the FCA's register, and plain-English tutorials on every screen.

The guides drawer open beside a Fenchurch One page — short, plain-English guides to that screen — Tutorials

One subscription for the practice

Pro is £375 a month — for every client you manage

Unlimited firms, unlimited people records, white-labelling and all three report types, on one subscription. Comparable platforms are commonly priced from £1,000 a month and up. Fourteen days free with no card needed, then month-to-month; cancel from the billing portal.

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Questions

What practices usually ask

The things consultants want to know before putting client work on the platform.

How many client firms can I manage?

One firm per client: one on Starter, three on Growth and unlimited on Pro. A practice with more than a couple of clients sits naturally on Pro — and adding a firm for a new client takes moments, within your plan's limits.

Do my clients need their own subscriptions?

No. Each client is a firm inside your subscription. If you want a client's people working in their own records, grant them access to that firm — access is set per person, per firm, so they see their firm and nothing else.

Will my clients see the Fenchurch brand?

On Pro you can white-label the platform: your logo and accent colour across the platform, the Live Links and the proof packs. What your clients see carries your brand.

How do I report to a client without giving them a login?

Two ways. A Live Link gives a read-only view of their position — with optional passcode, expiry and watermark, a view log, and the ability to revoke it at any time — and it shares summaries rather than raw records. Or export the proof pack: a dated, referenced snapshot ready for their directors or an FCA request.

What happens when an engagement ends?

Archive the client's firm. The record stays intact — nothing is hard-deleted — and if the client comes back, you restore it and carry on where it left off.

Put your first client on Fenchurch One this week.

Fourteen days free with no card needed, month-to-month once you subscribe. Set up a client's firm, record a month's work, and see what the reporting looks like with your name on it.

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