Professional referrals with compliance built in
Track introducer referrals with consent capture, audit trails, and outcome tracking. Built for FCA, ICAEW and SRA requirements.
Track introducer referrals with consent capture, audit trails, and outcome tracking. Built for FCA, ICAEW and SRA requirements. Send referrals with structured workflows that capture client consent, track delivery, and monitor outcomes — all with a complete audit trail.
Key Benefits
- Structured referral workflows with consent capture
- Outcome tracking from referral to revenue
- Complete audit trail with timestamps and approvals
- Regulatory compliance for FCA, ICAEW DPB and SRA
Built For
- Accountancy firms
- Financial advisers and IFAs
- Law firms and solicitors
- Corporate finance advisers