Reporting integrations
Compliance you can see across the whole book, not one client at a time.
Individual checks are the easy part. The harder question is the portfolio one: how many clients are unverified, how many risk assessments are stale, where is the exposure concentrated.
These integrations put compliance status where your firm already looks at numbers, so the answer is on a dashboard rather than in someone’s head.
Used at a step
One job each, inside a workflow StackGo runs.
What to look for in a reporting tool if you are regulated
Report on status, not on results. Counts of verified, referred and overdue are management information. Individual screening outcomes are not dashboard material.
Track the ageing. A risk assessment from three years ago is not a current one. The most useful compliance metric is usually how old the oldest thing is.
Access control. A dashboard that anyone can open should not contain client-level compliance detail.
Make it actionable. A number nobody owns changes nothing. Every metric should have a person and a threshold.
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Start free and run your first check today, or book a demo and we will walk you through it.