Benchmark your firm compliance performance, and receive a bespoke regulatory heat mapped dashboard and bespoke dashboards, data, and management information (MI) to improve compliance scores Plus, benchmark your performance against your peers
Benchmark your firm against all MO platform features and outputs, access to MO®nitor, client file review and AI compliance document audit and engage MO® a digital compliance chatbot who can provide more resources to improve your compliance and business development scores
Action Tracker and Compliance Diary |
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Digital Compliance Chat bot |
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Back-office / CRM integration |
$27 per month | |
Financial Resilience Test |
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MO® Users |
Up to 1 then $25pm per user | Up to 3 then $35pm per user |
MO®nitor compliance document auto-audit |
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Financial Resilience Test |
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Benchmarking |
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Comprehensive regulatory heat mapped dashboards |
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Bespoke dynamic steers to improve scores |
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Structured CPD accreditation and certification |
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Heat Mapped Results dashboard |
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Integration 3rd party software* |
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In-depth best practice market research and benchmarking across the 6 keys’ business functions |
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Benchmark performance against peers and good practice |
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Framework guidance: |
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Management Information |
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5 regulatory keys covering ASIC compliance requirements |
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Your Focus: |
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Your Engagement: |
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Your Promise: |
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Your Systems: |
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Your People: |
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Pop up resource statements for technical questions |
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Steers to improve scores |
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Training and support |
*Available for certain practice management technology users and costs for MO® depend on integration strategy. For Enterprise, Institutional and white-labeled prices please contact info@model-office.co.uk