Modern compliance software. Decades deep.
Skematic is the only modern compliance management platform shaped by people who’ve done the work for decades.
Hundreds have leveled up financial services compliance on Skematic.
Decades of practice, built into a unified system
We’ve spent decades seeing where compliance programs break. Skematic connects every part of your program, from policy to execution to oversight, so nothing sits in isolation.
Policies & Procedures
Policies only work when people live by them. Skematic turns static documents into living guidelines tied directly to daily operations.
Tasks & Surveillance
Missed deadlines are where findings start. Automate certifications, preclearance approvals, and personal trade alerts, all on one real-time calendar.
Case Management
Regulators look for consistency. Track investigations, document findings, and resolve issues the same way every time, across the firm.
Reporting & Analytics
When examiners ask, you need proof, not promises. Generate audit-ready documentation that shows your controls actually work.
The Skematic Difference
Decades of Experience
We sat in the compliance seat and also worked for the vendors you probably use today. We know where those tools fall short and built Skematic to avoid the same pitfalls. We may be new, but this is not our first rodeo.
True Integration
Unlike vendors stitching modules together, Skematic was designed as one connected system — and can work with the tools you already use. Everything flows into a single dashboard, not a maze of browser tabs and spreadsheets.
Customer-First Mindset
We intentionally invested in a support team made up of former compliance officers who actually understand your world. Backed by a family office, we can prioritize your long-term success over our short-term gains.
AI That Understands Your Entire Compliance Program.
SkematicAI is intrinsic to the compliance platform, not a layer on top. Because your policies, tasks, trades, cases, and employee activities live in one connected data layer, the AI surfaces insight across your whole program while you stay in control of decisions.
Interoperability that reveals what others miss.
Each Skematic product stands on its own. But experience has taught us that the biggest risks show up between systems. When firm and employee oversight run on the same foundation, you get fuller visibility and tighter controls
Firm Compliance
Digitize policies, track tasks, review marketing materials, and manage cases in one connected hub. Your whole team sees the same real-time picture, with audit-ready documentation built in.
Employee Compliance
Certifications, disclosures, preclearance, and personal trading, in an interface employees actually use. They’re in and out in minutes; you get complete, accurate records.
Skematic resources and articles
A Partner You Can Trust
Great software is only half the answer. Our customer success team pairs deep regulatory know-how with a genuine commitment to your firm’s success, so you’re never navigating compliance alone.