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If you can measure it, you can manage it

Dacreed's reporting provides real-time visibility of whether your organisation is meeting its compliance obligations, where the gaps are, and who is not doing what they need to.

📊

Real-Time Dashboards

See exactly where your organisation stands at any moment. No waiting for end-of-month reports — compliance status is always current.

⚠️

Exception Reporting

Focus only on the areas that have issues. Exception reporting highlights exactly what needs attention.

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Automated Reminders

Staff are automatically notified of compliance issues — reducing time spent chasing responses manually.

👤

Individual Tracking

See exactly who has and hasn't completed requirements. Every action is tracked and timestamped.

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Trend Analysis

Track compliance trends over time. See how your culture of compliance is developing.

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Audit-Ready Evidence

Every report serves as regulatory evidence. Be ready for an FMA monitoring visit at any point in time.

Nowhere to hide — and that's a good thing

With nowhere to hide, Dacreed's reporting approach creates a culture of compliance within a short period of time — with benefits that extend far beyond simple time savings.

When everyone can see where they stand, accountability happens naturally. Your team takes ownership of their obligations.

People report
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COMPLETEi / IN PROGRESSi / DUE SOONi / OVERDUEi
2
1
1
All Adviser All staff Compliance Manager Compliance Officer Director
4 people
NAMENEXT DUE DATETEAMS
ASAdmin Support
Adviser
LO?Lina Osorio
Due: April 25, 2026
Adviser
MC!Mia Concel
Was due: March 31, 2026
All staff
TLTim Larkin
Adviser
Compliance Overview
Adviser Demo
Overdue rate as at April 20, 2026 i
25%
are overdue
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ONBOARDINGi / COMPLIANTi / OVERDUEi
A Advice Policy
2
2
C Client Servicing Policy
1
2
C Cyber Threat Test Scenario – Data Breach
1
F Financial Management Policy
1
O OA – All Staff – Six Monthly
1
2

See your compliance
status in real time

Stop guessing and start measuring. Dacreed gives you the visibility to manage compliance with confidence.

Book a Demo → Talk to the team