Staying Compliant

Central document storage and full audit trail

  • Track and ensure your capture all the important compliance documents throughout your relationship with your client.
  • Keep information of every meeting with time stamps of all interaction in chronological order
  • Maintain all evidence of client requirements within the client record
  • Keep a complete audit log of all activity throughout yesterday
  • Capture acceptance whether digitally or paper stored

(picture of social pane of activities, digital acceptance with IP, Compliance dashboard)

Contact Praemium

Level 19, 367 Collins Street Melbourne, 3000

1800 571 881