Meet Skematic

Where operational clarity meets regulatory excellence.

By transforming scattered manual processes into digital, fully connected workflows, Skematic reduces administrative burdens while strengthening regulatory controls.

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Join the hundreds of firms who’ve modernized their compliance operations on Skematic.

200+
Firms served
$1.8T
AUM protected
10+
Countries represented
99%
Client retention
A Smarter Framework

A fully connected OS built just for financial services compliance.

Skematic is the only platform that systematizes and connects every aspect of your compliance program, from foundational policies to ongoing execution and regulatory reporting.

Foundation

Policies & Procedures

Transform static documents into living guidelines that connect directly to your day-to-day operations.

Execution

Tasks & Activities

Automate reviews, approvals, and activity monitoring while maintaining a complete real-time calendar of all tasks.

Response

Case Management

Track investigations, document findings, and ensure consistent resolution across your firm.

Oversight

Reporting & Analytics

Generate audit-ready documentation and prove the effectiveness of your controls with comprehensive receipts.

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A Unique Approach

The Skematic difference

Modern technology made for you

The only platform built for today’s requirements.

Our flexible, intuitive interface drives adoption while regular updates keep you ahead of ever-changing requirements. No more wrestling with outdated systems or rigid platforms that don’t match your operations.

White-glove customer service

Skip the typical RegTech headaches.

Our implementation team builds your entire site, custom-fit to your compliance program. With direct access to a support team touting actual compliance backgrounds, you’ll always have a partner who understands your world.

Beyond task management

More than just another compliance calendar.

Skematic connects your entire compliance ecosystem—from policies to execution and documentation. With support for all workflows and comprehensive audit trails, you get a true compliance command center.

We’re Not Another Point Solution

Your employee monitoring tools are great. We’re here for everything else.

Skematic works alongside your existing compliance tools, serving as the operational hub that pulls everything together. No matter what point solutions your compliance team uses – from E-Comms to Trade Monitoring – Skematic provides the missing piece: a solution from which to manage your entire program.

Turn disconnected activities into a cohesive compliance program.

 

Multitasking

Skematic multitasks as much as you. All from one place.

Say goodbye to
compliance chaos

Replace spreadsheets, emails, and manual checklists with a single Compliance OS. Purpose-built for the financial services firms who deserve better.