Systemise & simplify FAP compliance
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.
Free up your advisers and compliance team to add true value
Policy Attestations
Automate policy adherence and reviews. Staff attest to policies digitally with timestamps and full audit trails.
Professional Development Plans
Schedule PDP reviews, track individual goals, and ensure every adviser has a structured development pathway.
CPD Tracking
Real-time visibility of CPD hours per adviser. Bulk upload group training events so your team doesn't have to enter them individually.
Custom Registers
Fully customisable registers for your specific needs, interests, complaints, gifts, or any other regulatory requirement.
External Accreditations
Track product training and accreditation requirements from third-party providers and financial institutions.
Real-Time Reporting
Exception reporting shows exactly where gaps are. Automated reminders create a culture of compliance fast.
Compliance Calendar
Automate your entire compliance schedule. Never miss an obligation date with automated notifications and tracking.
Automated Reminders
Staff receive automated nudges for all required actions. Stop chasing people by email, compliance runs itself.
FMA Audit Ready
Complete audit trails mean you are ready for an FMA monitoring visit at any point in time, with all evidence in one place.
Everything you need, nothing you don't
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.
- One platform replaces spreadsheets, shared drives, and email chains
- Scale from 1 to 250+ advisers without adding compliance headcount
- Create a culture of compliance with automated accountability
- Benefits extend far beyond simple time savings
Ready to systemise your
FAP compliance?
See how Dacreed can replace your manual processes with automated, real-time compliance management.