CompliancePro®
Automate Compliance.Minimize Riks.
A browser-based compliance management system built for federally regulated financial institutions. CompliancePro helps you stay ahead of regulatory demands—without drowning your team in manual work.
Compliance Tools Built to Scale
Automated Compliance Tracking
Track regulator tasks and due dates with real-time alerts, role-based assignments, and escalation tools to keep everything moving.
Centralized Policy Management
Update, distribute, and version internal policies in a secure, auditable environment—so staff always work from the latest approved versions.
Flexible Reporting & Examiner Access
Generate examiner-ready reports and export customer-level data for remote audits and offsite reviews—no extra prep required.
Role-Based Dashboards & Insights
Highlight tasks, deadlines, and risk exposure by role. Give each team member a clear view of their priorities.
Purpose-Built for Compliance Teams
Full Visibility, Anywhere
CompliancePro brings structure and visibility to your institution’s compliance program—tracking every task, approval, and deadline across teams and locations.
Designed for Policy and Procedure Oversight
Quickly push updates, track version history, and document staff acknowledgement. Every change is recorded, so you’re always ready for examiners.
Built-In Reports for Management & Audits
Prepare board-level summaries, internal progress reports, or regulatory evidence with just a few clicks, no spreadsheet wrangling required.
Exportable Snapshots of Offsite Exams
Support remote or offsite reviews with easy-to-export packages that bundle customer data, exceptions, and completed workflows.
