As chief compliance officers in the financial services industry evaluate regulatory compliance technology, Skematic and Hadrius often appear together in early research. Both Hadrius and Skematic address important operational challenges for regulatory compliance, but they are built with different priorities and product philosophies.
This guide offers a neutral, consultative breakdown of what each platform does well and the types of firms they tend to serve best.
What Hadrius Does Well
Hadrius appeals to firms seeking wide compliance coverage within a single vendor relationship. Several strengths define their offering:
1. Broad Coverage Across Compliance Activities
Hadrius offers marketing review, e-comms surveillance, attestations, incident reporting, personal trading oversight, and more.
For firms focused on vendor consolidation and feature breadth, this offering from Hadrius can be attractive.
2. AI-Powered Reviews for Marketing and E Comms Supervision
A notable differentiator for Hadrius is its use of AI to streamline communications review.
Firms with substantial outbound content often evaluate Hadrius for its ability to reduce manual review volume.
When investment management firms typically choose Hadrius:
- They want broad capability breadth under one vendor
- AI powered communications and / or marketing reviews is a central priority
- Their program is standardized and fits a multi-module model
Hadrius delivers real value for communication-heavy RIA environments.
What Skematic Does Well
Skematic supports firms across the full compliance maturity spectrum — from small investment managers seeking simplicity to complex hedge funds requiring detailed workflow orchestration and advanced employee compliance integration.
1. Robust Compliance Program Management (A True Workflow System for Compliance)
Compliance program management is the core of Skematic’s architecture.
It is a purpose-built workflow management system designed for compliance processes — not a simple task manager or calendar designed to simply check a box in a broad offering of modules.
Skematic enables firms to:
- Run multi-step reviews and approvals
- Capture and attach evidence automatically
- Align workflows directly to policies
- Automate supervisory cycles
- Route responsibilities across teams
- Manage exceptions and escalations
- Maintain exam-ready documentation
Small firms can rely on prebuilt manuals and workflows aligned with industry best practices.
Larger firms can design deeply tailored, policy-driven processes for firm oversight
Skematic provides the operational backbone that ensures compliance activities are executed consistently and evidenced thoroughly.
2. Industry-Leading Employee Compliance Automation
Skematic’s team previously built one of the most widely adopted Code of Ethics systems at Comply — experience that directly informs Skematic’s capabilities today.
This expertise drives:
- Broker feed ingestion
- A high-quality securities master and rules engine
- Customizable pre-clearance workflows
- Intuitive certifications and attestations
- Integrated COE reporting
Whether firms need straightforward oversight or highly nuanced employee compliance across multiple brokers and strategies, Skematic delivers mature, dependable technology built on decades of lessons learned. The technology may be new, but this is old hat for us. We know where the landmines are hidden!
3. Flexible and Intelligent Data Interoperability
Skematic centralizes compliance not by accumulating distinctly operating modules, but by connecting how data from different compliance functions interacts.
This includes:
- Skematic-native capabilities
- Integrations with your preferred vendors (e-comms, HRIS, expense management, OMS/EMS, etc.)
The result is one operational model where firm-level and employee-level activities are interconnected, contextualized, and fully evidenced — giving firms a single place to understand what’s required, what happened, and what needs attention. Just because there are multiple products from a single vendor does not mean those products fully share data with one another.
4. Practitioner-Led Implementation and Support
Skematic’s implementation and support teams are former compliance officers and consultants.
Clients work with professionals who:
- Understand the regulatory environment
- Know how compliance programs actually operate day-to-day
- Provide practical workflow and evidentiary guidance
This is consistently cited as one of the strongest reasons firms choose and remain with Skematic.
It feels like partnering with a compliance specialist — not a generic software vendor.
5. Flexible, Scalable Design for Long-Term Fit
Skematic works for firms that want:
- A simple, ready-to-use solution on day one
- The ability to scale into custom workflows over time
- Unified firm and employee oversight
- Integrations rather than forced module replacement
- A platform that evolves as the firm’s needs mature
Whether a compliance team remains lean or grows significantly, Skematic remains a long-term operational fit — without the need to re-platform.
When investment managers typically select Skematic:
- They want a purpose-built workflow management system to operationalize and evidence their compliance program
- They need a mature, battle-tested employee compliance solution (trade surveillance, pre-clearance, certifications)
- They value data interoperability and want firm-wide and employee-level activity reflected in a cohesive, connected view
- They want a platform that works out of the box, yet scales into policy-driven workflows as their program evolves
- They seek audit-ready evidence and transparency across supervisory obligations
- They prefer a vendor relationship that feels like partnership — led by practitioners who understand their world
- They want a long-term operating system for compliance, not a collection of modules or task lists
Hadrius vs. Skematic: Two Strong Providers for Compliance Software
Hadrius delivers strong breadth and automation — particularly for small RIAs seeking multi-module coverage and AI-driven communications review.
Skematic delivers a flexible, scalable compliance operating system with deep workflow management, industry-leading employee compliance, and practitioner expertise — serving financial firms with simple needs, complex needs, or anything in between. It’s utilized by newly registered RIAs, mid-market PE firms and complex hedge funds alike. Both Hadrius and Skematic are solving real problems in financial services compliance.
The best fit depends on how your compliance team runs — and how you want your compliance program to operate going forward.