Meet your licensing requirements and save your business time by systemising and simplifying compliance. Dacreed manages everything in one platform — from 1 to 250+ advisers — with real-time reporting.
Automate policy adherence and reviews. Staff attest to policies digitally with timestamps and full audit trails.
Schedule PDP reviews, track individual goals, and ensure every adviser has a structured development pathway.
Real-time visibility of CPD hours per adviser. Bulk upload group training events so your team doesn't have to enter them individually.
Fully customisable registers for your specific needs — interests, complaints, gifts, or any other regulatory requirement.
Track product training and accreditation requirements from third-party providers and financial institutions.
Exception reporting shows exactly where gaps are. Automated reminders create a culture of compliance fast.
Automate your entire compliance schedule. Never miss an obligation date with automated notifications and tracking.
Staff receive automated nudges for all required actions. Stop chasing people by email — compliance runs itself.
Complete audit trails mean you are ready for an FMA monitoring visit at any point in time, with all evidence in one place.
"Using one word to describe Dacreed's contribution to Astute — Empowerment. We empower advisers to own their professional development, with full visibility of their progress. In a licensing environment, it's all about trust and teamwork."
Dacreed manages policies, attestations, professional development, registers, external accreditations and much more in one platform that provides you with real-time reporting. Free up your advisers and compliance team so they can add true value to your clients and business.
"Our previous LMS didn't show CPD hours in real time — monitoring became cumbersome and required manual spreadsheets. Dacreed changed all of that. We now have the visibility we never had before."
"Very easy to implement and saves significant time on compliance. A brilliant platform to create training content and ensure everyone meets regulatory requirements — with great oversight at a glance."
See how Dacreed can replace your manual processes with automated, real-time compliance management.