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Outstanding compliance gaps across the whole book — overdue reviews, missing beneficiaries, expiring ID.
Compliance dashboard
When your dealer asks, the answer is an export.
Review cadences, KYC completeness, and a complete audit trail on every change — the evidence a compliance reviewer wants, already assembled.
- Review cadences per household with early-review flags and recorded reviews.
- Book-wide composition and KYC completeness in one view.
- A full audit trail on every administrative and data change.
- Export-ready: the answer to a dealer request is a file, not a fire drill.
See compliance dashboard on your own book.
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