Know what matters today and what can wait — across every scheme in your portfolio. Risk, compliance, meetings, and actions surfaced automatically.
What this replaces
The constant manual oversight, check-ins, and spreadsheet dashboards that operations managers build to keep track of what's happening across the firm.
What actually happens
A risk-ranked portfolio view shows every scheme's status at a glance. Live action queues surface what needs attention. Compliance, meetings, and financial health are aggregated — not buried in individual scheme pages.
Risk ranking
Schemes are ranked by urgency — overdue compliance, stalled meetings, financial risk.
Action queues
What needs doing today, this week, and what's overdue — across the entire portfolio.
Scheme health
Meeting readiness, compliance status, financial position — aggregated per scheme.
Product screenshot