Built around how firms actually work
One board for the firm — or one for every part of it
A board is a self-contained set of records. What it represents is up to you: a team, a department, a branch or office, a broker, an appointed representative, an agent, or another firm in a group.
Boards
Each board keeps its own registers, people, documents and reports, separate from every other. Run one for the whole firm, or one per team, branch, appointed representative or group entity. One board on Starter, three on Growth, unlimited on Pro.
Isolated access
One user cannot see another user's boards unless a super user grants it. Access is tailored per person, per board — nobody sees more than they should.
Add a board in a click
New team, new appointed representative, new group entity: set up its board in moments, within your plan's limits. No support ticket, no waiting.
White label
Make it yours: your logo and your colours across the platform, the reports and the shared Live Links. The people you oversee see your brand, not ours.