Compliance management built around the way you work
Unify firm, team, and employee compliance management with one AI-enabled platform. Skematic brings program management and employee compliance together, giving financial services firms a single software platform for compliance monitoring and oversight.
Join the hundreds of firms who’ve modernized their compliance operations on Skematic.
A fully connected compliance management platform built for financial services compliance.
Skematic is the only software platform that systematizes and connects every aspect of your compliance program, from foundational policies to ongoing execution, compliance monitoring, and regulatory reporting.
Policies & Procedures
Transform static documents into living guidelines that connect directly to your day-to-day operations.
Tasks & Activities
Automate certifications, preclearance approvals, and personal trade alerts while maintaining a complete real-time calendar of all tasks.
Case Management
Track investigations, document findings, and ensure consistent resolution across your firm.
Reporting & Analytics
Generate audit-ready documentation and prove the effectiveness of your controls with comprehensive receipts.
AI Compliance Software That Actually Understands Your 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.
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.
Interoperability that helps you see what others miss.
Skematic products deliver measurable value on their own — but when firm and employee compliance truly work together in the same system, you get greater visibility, efficiency, and control.
Firm Compliance
Digitize policies, monitor tasks, review marketing materials and document cases in one connected hub. Gain real-time visibility across the compliance team as well as audit-ready documentation.
Employee Compliance
Make certifications, disclosures, preclearance, and personal trading oversight seamless with an interface designed for adoption. Employees get in and out quickly, while compliance teams gain complete and accurate records.
Skematic resources and articles
Say goodbye to
compliance chaos
Replace the patchwork of systems, spreadsheets, and manual checklists with a single Compliance OS. Purpose-built for financial services firms that have been asking for a better way.