Built for how compliance consultants manage engagements.
You’re not running one compliance program. You’re running dozens, each with its own policies, calendar, testing schedule, filing deadlines, and exam risk.
Skematic’s Consultant View is a dedicated mode built specifically for consultants and fractional CCOs managing multiple client engagements from a single system.
Core Features
One login, every client.
Move between individual client sites from a single login, with each client’s data kept entirely separate and secure. Switching engagements takes a click instead of a separate system.
Portfolio roll-up view.
Multi-select clients and roll their data into one view; for example, every filing obligation across your book of business. The platform works as both a firm-wide oversight layer and a one-to-one client portal.
Permissioned client access.
Clients see only what’s been assigned to them, while you keep full visibility and control. That keeps a clean line between your internal execution and whatever your clients participate in directly.
Unified firm + employee compliance.
Run firm-level compliance workflows and employee Code of Ethics programs – certifications, pre-clearance, personal trading surveillance – in one system. Nothing lives in a disconnected module.
Standardized, templatized delivery.
Turn your strongest engagements into repeatable workflow templates for common client types. New client instances spin up quickly and can be customized from there.
Change management resilience.
Reassign work to another team member when a consultant rolls off an engagement, so nothing slips through the cracks.
Key benefits
Our advanced platform delivers comprehensive compliance oversight with intelligent tools streamline core workflows and eliminating program gaps.
By centralizing project management and overlaying core compliance functionality like trade surveillance, we empower your team to redirect valuable resources.
Enhanced compliance management
- Ongoing support & flexibility for changing regulations
- Streamlined review workflows
- Compliance automation for employee conflicts
- Advanced tools to identify gaps in compliance programs
Improved resource management
- Support efficient allocation of legal & compliance resources
- Reduced control costs through automation
- Streamlined data management
- Focus on high-value compliance activities
- Enhanced operational efficiency
Risk management excellence
- Real-time monitoring of risk with automated alerts
- Comprehensive compliance requirements tracking
- Tailored solutions for private funds
- Industry-specific risk assessments
- Proactive compliance journey management
You choose how your clients engage in the system, if at all
Direct internal use.
Run your practice on Skematic without exposing it to your clients; it’s your operating system, they never see it.
White-labeled delivery.
The platform is presented under your consultancy’s own brand, so your clients experience it as yours.
Shared, client-participatory.
Clients log in to complete the tasks assigned to them, working alongside you inside the same system.
See how Skematic’s Consultant View could fit in with your practice.
One login. Every client. Full oversight, wherever you draw the line on client access.