Manage your compliance responsibilities from a single hub

Our innovative digitised compliance solution will steer you through the often-complex operations of the advice process. Navigator is designed to simplify and streamline this complexity, whilst helping you manage risks within your business.

Manage your compliance responsibilities from a single hub graphic

Introducing Navigator, your Digital Compliance Solution

  • Manage risks within your business with simple RAG rated dashboards
  • Schedule and manage activities within your business with our online Compliance Monitoring Plan
  • Provide a clear audit trail of activities completed
  • Record and manage key regulatory tasks within a suite of regulatory registers
  • Access a central Compliance Hub to manage activities
  • Monitor client review activity
  • Monitor and manage vulnerable client engagement
  • Review and analyse advice suitability via file review outcomes, grade summaries, and key trends within the dedicated file review hub
  • Collate Training and Competence and certification outcomes in one central location
  • Configure the system to your own bespoke needs

Find out more

Future proofed

Navigator will continue to evolve to provide you with a reg tech business solution to manage your compliance responsibilities.

Protection

Helping to support the growth of your business in a safe and efficient manner.

Inclusive

Suitable for mortgage, investment, pension and protection advice firms, no matter size and structure.

Get in touch

Request a call back

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Call us

Lines are open between 9am-5pm, Monday to Friday.

01484 439 100

Become a member

Contact our sales team to learn more about our membership options.

01484 439 100

(choose option 1)