Compliance & CPD Automation

Stay FCA-Ready Without the Manual Heavy Lifting

Built-in regulatory checks, full audit trails, and CPD in one place. MAT keeps your processes compliant and your team's training up to date—so you can focus on clients, not spreadsheets.

Why it matters

FCA Checks
Audit Trail
CPD & Training
Document Proof

The Cost of Manual Compliance

When compliance is manual and scattered, risk goes up and your team spends time on paperwork instead of advice.

Checks Done After the Fact

Verifying suitability and documentation by hand after the fact is slow and leaves room for error.

Audit = Last-Minute Scramble

When the regulator or internal audit asks, evidence is spread across email, CRM, and filing. Pulling it together is stressful and time-consuming.

CPD and Training in Silos

Tracking CPD hours and renewals in spreadsheets or separate systems means things get missed until it's urgent.

Compliance Built Into the Workflow

Results and capabilities that matter

Automated Regulatory Checks

FCA-aware checks run as part of the process. Suitability and disclosure are captured and evidenced automatically.

Regulation-ready

One Audit Trail

Every key action and document is logged in one place. Be audit-ready without digging through multiple systems.

Audit-ready

CPD and Training in MAT

EduFlow and CPD tracking in one platform. See who's up to date and who needs hours or renewal.

Always current

Document Proof

Full history of decisions, documents, and communications. No more last-minute evidence hunts.

Complete trail

Frequently Asked Questions

Common questions about this solution

Make Compliance Easier, Not Heavier

See how MAT automates FCA checks, audit trails, and CPD. Book a demo and reduce compliance burden.