Dashboard
Overview of your compliance activities and customer status.
Total Customers
24
+2 since last month
Pending Documents
7
-3 since last week
Compliance Rate
92%
+5% since last month
Risk Alerts
3
+1 since yesterday
Compliance Overview
Monthly compliance status across all customers
Recent Customers
Recently added customers requiring compliance checks
PA
Palomar Asset Management
Added on Jun 18, 2025
Pending
AC
Alpine Capital
Added on Jun 12, 2025
Complete
GI
Global Investments
Added on Jun 10, 2025
Pending
ZW
Zurich Wealth
Added on Jun 8, 2025
Complete
LF
Lucerne Finance
Added on Jun 5, 2025
Complete