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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.

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.

Trend Analysis

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

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.

  • Creates organisational accountability fast
  • Benefits extend well beyond time savings
  • Reduces manual data collection and chasing
  • Builds trust between management and staff
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: 22 August 2026
Adviser
MC!Mia Concel
Was due: 18 July 2026
All staff
TLTim Larkin
Adviser
Compliance Overview
Adviser Demo
Overdue rate as at 4 August 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.