Export monitoring reviews as PDFs
You can now export both open and completed monitoring reviews as PDFs. Whether you're sharing with internal teams or preparing for an audit, it's a simple way to support examiner requests and internal reviews.
Clone previous reports to save time
Filing a similar SAR? You can now duplicate any previously completed report to reuse its contents. This helps reduce manual entry, avoid repetitive work, and keep your reporting process efficient and consistent.
Try it out | Go to support article
Uncover new growth with license-level visibility
This new widget for the Portfolio Dashboard highlights other licenses held by the CRBs you already bank. It helps you identify opportunities to grow existing relationships and expand your reach. It’s a simple way to get a clearer view of your total addressable market.
The widget will be available soon as part of the Portfolio Management open beta. If you're not using Portfolio Management yet, now is a great time to see what it's all about.
Join the open beta