Unify your compliance world.
Replace silos, spreadsheets, and legacy tools with financial services compliance software built to run your entire program: faster, smarter, and audit-ready.
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.
Easy For Everyone to Use
For Compliance Officers
Sophisticated workflows and rules engines ensure nothing slips through the cracks.
For Functional Contributors
Collaborate directly with compliance and colleagues — no more chasing approvals across inboxes.
For Employees
A guided, intuitive interface makes it easy to comply — not easy to forget.
For Consultants
Gain full visibility into client programs — making oversight scalable across every engagement.
Built by Compliance People, for Compliance People.
Our team has spent decades on both sides of compliance technology. Some of us built software at legacy providers, where we saw firsthand how outdated architecture and disconnected modules held products back. Others sat in the compliance officer or consultant seat, living with those same tools every day: juggling spreadsheets, chasing certifications, and stitching together evidence before every exam.
We knew there was a better way, so we built the platform we always wished existed. Skematic brings every part of your compliance program together in one modern, connected system, shaped by what we learned building the old tools and what we needed when we were the ones using them. The result is software that finally works the way compliance teams do.
Our Solutions
Eliminate Manual Tracking
Centralize oversight with a single hub to schedule, assign, and audit tasks. Link activities to policies, cases, and regulations, and auto-generate records — no more spreadsheets, sticky notes, or reminder emails.
Engagement Made Easy
Manage Code of Ethics requirements — from preclearance requests to personal trade monitoring — in one secure workflow. Our direct API connections to major brokers ensure accurate, continuous data flow without reconciliation headaches.
Never Miss a Beat
Organize and track vendor agreements and side letters in one secure repository. Version control, access permissions, and automated reminders tied to key dates reduce risk and ensure obligations are never overlooked.
Simplify Approvals
Streamline submission, review, and approval workflows. Every edit and sign-off is logged with full version history and audit trails, giving you transparency and consistency across all marketing materials.
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An implementation that doesn’t add work.
Share your existing policies, documentation, employee list, and configuration rules.
Our compliance experts build and tailor your Skematic environment to your exact program needs.
Invite employees to connect brokerage accounts via secure API connections and start working in the system.
Clients love us
Software you can trust.
Skematic meets SOC 2 Type II standards, ensuring top-tier security, availability, and integrity.
- End-to-end encryption
- Role-based access controls
- Continuous monitoring
- Hands on support from actual compliance experts
See Your Compliance Program Reimagined.
Book a personalized walkthrough to see how Skematic unifies your workflows, eliminates manual effort, and brings true interoperability to your compliance program.