Dashboard
No of Clients
24
Funds under management
£999,999,999
Compliance Memos
| Status | Source | Memo Title | Created |
|---|---|---|---|
|
Unread
|
Internal
|
Memo 1 | 25 Aug 2026 |
|
Unread
|
Internal
|
Memo 2 | 24 Aug 2026 |
|
Read
|
Client
|
Memo 3 | 23 Aug 2026 |
|
Read
|
Client
|
Memo 4 | 23 Aug 2026 |
|
Read
|
Client
|
Memo 5 | 23 Aug 2026 |
Latest Policies
| Status | Client | Policy Type | Policy Name | Created |
|---|---|---|---|---|
|
New
|
Client Name | Policy type 1 | Policy number 1 | 26 Aug 2026 |
|
New
|
Client Name | Policy type 1 | Policy number 2 | 20 Aug 2026 |
|
Updated
|
Client Name | Policy type 2 | Policy number 3 | 31 Jul 2026 |
Policies Due For Review
| Status | Client | Policy Type | Policy Name | Due Review |
|---|---|---|---|---|
|
Overdue
|
Client Name | Policy type 1 | Policy number 1 | 01 Aug 2026 |
|
Due soon
|
Client Name | Policy type 1 | Policy number 2 | 18 Sep 2026 |
|
Upcoming
|
Client Name | Policy type 2 | Policy number 3 | 01 Dec 2026 |
Tasks 12
| Status | Type | Action | Required By |
|---|---|---|---|
|
Urgent
|
Client
|
This is an action that needs doing | 31 Aug 2026 |
|
Pending
|
Internal
|
This is an action that needs doing too | 02 Sep 2026 |
|
Pending
|
Internal
|
This is an action that needs doing three | 03 Sep 2026 |
|
Pending
|
Client
|
This is an action that needs doing for (someone) | 04 Sep 2026 |
|
Pending
|
Client
|
This is an action that needs doing five times | 05 Sep 2026 |
Annual Reviews 4
| Status | Type | Action | Required By |
|---|---|---|---|
|
Urgent
|
Client
|
Client Name 1 Annual review | 31 Aug 2026 |
|
Pending
|
Client
|
Client Name 2 Annual review | 02 Sep 2026 |
|
Pending
|
Client
|
Client Name 3 Annual review | 03 Sep 2026 |
|
Pending
|
Client
|
Client Name 4 Annual review | 04 Sep 2026 |
Upcoming Events
Client Review
Initial meeting with the client to discuss scope and objectives.
01 Sep 2026
10:00
CPD
Statement of professional standing expiring.
02 Sep 2026
11:00
Document Expiring
Updated documentation as needed.
03 Sep 2026
00:00
Client Meeting
Review portfolio.
03 Sep 2026
09:00
Team Meeting
Internal strategy meeting.
04 Sep 2026
16:00
Recent Activity
| Date | Client | Change |
|---|---|---|
| 09:34 31 Aug 2026 | Client Name 1 | New Client |
| 11:01 29 Aug 2026 | Client Name 2 | Submitted FF |
| 06:44 28 Aug 2026 | Client Name 3 | Completed Review |
| 18:00 28 Aug 2026 | Client Name 4 | Change details here |
| 23:10 28 Aug 2026 | Client Name 5 | Change details here |