Stop chasing compliance.
Start managing it.
Built specifically for NZ financial services, FAPs, institutions, lenders, insurers, and adviser networks. Automate FMA obligations, track CPD, and be audit-ready at all times.
Sound familiar?
Using emails and spreadsheets to manage compliance across your team
Spending hours chasing staff for attestations and training records
Worried about being caught off guard by an FMA monitoring visit
No clear process for handovers when staff leave or change roles
If you answered yes to any of these, Dacreed can help.
A platform, not a compliance consultant
Dacreed is not a compliance consultant. It does not upsell services. Dacreed has built a platform for you that means compliance runs itself.
Systemise your FMA Compliance obligations by automating how you interact with staff and third parties with reminders and real-time reporting:
- Policy adherence and reviews
- Product training
- Registers (fully customisable)
- Professional Development Plans & CPD
- Compliance Calendar
Ready to simplify compliance?
Join New Zealand's leading financial services organisations already using Dacreed to manage their FMA obligations.