Summer brought big progress, and as we head into fall, we're excited to share the latest product updates! From automating CRB outreach to giving you more control over SARs and onboarding, there's plenty to explore in this release.
✅ Now Available
🛠️ Clean up unverified sales data
Automatically send structured questionnaires to CRBs when POS data includes flagged sales. They can correct the data or explain discrepancies—giving you cleaner records and fewer follow-ups.
Learn about the unverified sales questionnaire
🔗 Add links to your templates
There’s a new hyperlink custom field available for due diligence templates and questionnaires. Add links to regulatory websites, shared folders, or internal policies—whatever helps streamline your onboarding and reviews.
📅 More flexibility for SAR Activity Dates
You can now decouple Activity Dates from Monitoring Periods for Continuing and Amended SARs. This helps you zero in on specific timeframes without disrupting your 90-day cadence. Read more details.
📊 Portfolio Management 2.0
The enhanced Portfolio Dashboard is now live for all clients. Explore deeper insights into program performance and new widgets to guide strategy and growth.
🔜 Coming Soon
👋 Marketplace Offer Visibility: Soon, you will be able to create, edit, and manage your offers in the Marketplace. You’ll have full control over how CRBs see and access your services.
💛 Jane POS Integration: We’re building a new integration with Jane to automatically pull in sales data. This will make reconciliation faster and eliminate the need for manual uploads for CRBs using this POS.
🧾 Beneficial Ownership V2: A more flexible and powerful way to manage Beneficial Ownership is on the way. You’ll soon be able to clone templates, define ownership thresholds, and streamline how you collect and report required data. Stay tuned for more on this upcoming enhancement!