For consultants

Every client firm. One place to run them.

You do the compliance thinking. Fenchurch One holds the evidence — a separate board for every client firm, one calendar across all of them, and reporting your clients can read without a login. On Pro, it all carries your brand.

1 board per client

each client firm in its own self-contained workspace

Unlimited

boards on Pro — take on a new client, add a board

3 report types

AI reports drafted from each client's own records

Your brand

your logo and colours on boards, Live Links and proof packs — on Pro

A board per client

Each engagement in its own workspace

A board is a self-contained set of records — registers, policies, people, documents and reports. Give every client firm its own, and nothing about one client ever sits next to another.

One board per client firm

Each board keeps its own registers, people, documents and reports, separate from every other. One board on Starter, three on Growth, unlimited on Pro — a practice with a growing client list sits naturally on Pro.

Nothing leaks between clients

Access is set per person, per board. A client's people can be given access to their own board and nothing else — and one client can never see another's records.

New client, new board — in a click

Won an engagement? Set up the board in moments, activate the attestations and registers that firm actually needs, and start recording. No support ticket, no waiting.

Archive when an engagement ends

When a client moves on, archive their board. The record is kept intact — nothing is hard-deleted — and if they come back, you restore it and pick up where you left off.

Board dashboard — a live status for every compliance area, worked out from the firm's own records — Per-client dashboard

Firm-wide calendar — every due-dated task across all boards in one view — Calendar, across clients

Policy library — each policy with its full version history, owner and review date — Policies, per board

The evidence

Client records that hold up to inspection

Your advice is only as strong as the record behind it. Every board comes with the same evidence structure — activated per client, so each firm carries only what applies to it.

Attestations and registers

A library of ready-to-use attestation and register forms — mapped against the FCA Handbook and the relevant legislation. Activate the ones each client needs — the core set on Starter, the full library Growth + — or build your own with the form builder, on every plan.

People records — unlimited

Every person at every client firm gets a proper record: fit-and-proper checks, Statements of Responsibilities, certificates and conduct rules, with due-diligence documents held against the person. Unlimited on every plan.

169 ready-made documents

41 expert-drafted policy templates Growth +, and the full register, general template and 74-chapter Compliance Monitoring Plan library Pro — a drafting base you adapt per client instead of starting from a blank page. See the full list.

Attestations board — reviews, sign-offs and assessments logged as evidence with owners and dates — Attestations

Compliance registers — breaches, complaints, whistleblowing and data-subject requests — Registers

People compliance — Fit & Proper records, Statement of Responsibilities and due diligence per person — People records

Client reporting

Reporting clients actually read — without a login

The monthly write-up is usually the most expensive hour of the engagement. Draft it from the record itself, then hand it over as a link or a pack.

AI reports, per client

Each report is drafted from that board's own records — nothing invented, nothing generic. If it isn't evidenced in the platform, it isn't in the report. Run one complete report of each type per board every seven days.

Executive Summary

Every plan

A one-page briefing for the client's directors — the position, the risks, and what's being done about them.

AI Compliance Report

Growth +

The full picture for one client: attestations, registers, documents, people and returns, mapped to the rules — with the gaps called out honestly.

FCA Dry Run

Pro

A 14-question mock supervisory interview, answered from the client's records. See how the firm reads to a supervisor before a supervisor reads it.

Live Link — no client logins

Send a client a read-only view of their position — with optional passcode, expiry and watermark, a view log, and the ability to revoke it at any time. It shares summaries, never the raw records.

Proof pack, per client

Each client's compliance position exported as a dated, referenced pack — ready for their board meeting, their auditor, or the regulator. On Pro it carries your branding.

Board-ready AI report drafted from the firm's own records, mapped to the rules — AI report

Proof pack — a branded, dated evidence bundle of a firm's position and the records behind it — Proof pack

Your brand, not ours Pro

The work should look like yours

You built the client relationship; the platform shouldn't get between you and it. On Pro, white-labelling puts your logo and your accent colour across the boards, the Live Links and the proof packs — so what your clients see carries your name.

And because the platform assumes no compliance background, the client-side experience explains itself — a getting-started wizard and plain-English tutorials on every screen, so a client user doesn't need training from you first.

Your logo and coloursApplied across boards, reports, Live Links and proof packs on Pro.
Client access, tightly scopedGive a client's people access to their board only — set per person, per board.
Help that's built inA guided setup wizard plus plain-English tutorials on every screen.

The getting-started wizard — a guided walkthrough that sets up the first board — Getting started

Built-in tutorials — short, plain-English guides available on every screen — Tutorials

One subscription for the practice

Pro is £375 a month — for every client you manage

Unlimited boards, unlimited people records, white-labelling and all three report types, on one subscription. Comparable platforms are commonly priced from £1,000 a month and up. Fourteen days free, month-to-month, cancel from the billing portal.

Compare the plans

Questions

What practices usually ask

The things consultants want to know before putting client work on the platform.

How many client firms can I manage?

One board per client firm: one board on Starter, three on Growth and unlimited on Pro. A practice with more than a couple of clients sits naturally on Pro — and adding a board for a new client takes moments, within your plan's limits.

Do my clients need their own subscriptions?

No. Each client firm is a board inside your subscription. If you want a client's people working in their own records, grant them access to that board — access is set per person, per board, so they see their firm and nothing else.

Will my clients see the Fenchurch brand?

On Pro you can white-label the platform: your logo and accent colour across the boards, the Live Links and the proof packs. What your clients see carries your brand.

How do I report to a client without giving them a login?

Two ways. A Live Link gives a read-only view of their position — with optional passcode, expiry and watermark, a view log, and the ability to revoke it at any time — and it shares summaries rather than raw records. Or export the proof pack: a dated, referenced snapshot ready for their board meeting or an FCA request.

What happens when an engagement ends?

Archive the client's board. The record stays intact — nothing is hard-deleted — and if the client comes back, you restore the board and carry on where it left off.

Put your first client on a board this week.

Fourteen days free, month-to-month after that. Set up a board, record a month's work, and see what the reporting looks like with your name on it.

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