Understanding your Dashboard
Learn where everything is located and how to monitor your compliance status.
Your dashboard is your central hub for all AML compliance activities. Let's break down what you'll see every day.
The Compliance Inbox
At the top of your dashboard, or via the bell icon, is your Compliance Inbox. This is where we will alert you to newly discovered Adverse Media, impending PEP matches, or if a client's risk profile needs immediate review.
Recent Clients
A quick view of the clients you've recently screened or onboarded. You can click directly into a client's profile from here to continue an incomplete KYC process.
Quick Actions
Use the Quick Actions menu to instantly start a new screening, generate a firm-wide audit report, or review your AML Program manual.
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