Every client, every review, every document | Amaea features

See every client's journey

Start with each piece of work you do for your client. Amaea brings documents, reviews and recorded evidence into one client journey. See outstanding work, follow the source and record your team’s judgement, with regulatory references for qualified review.

All your clients, at a glance

Now zoom out. See your firm’s recorded health score, overdue reviews, document gaps and vulnerability indicators in one place. Open the supporting records and work through the attention queue. The score measures evidence recorded in Amaea; your team remains responsible for checking its completeness.

Know exactly what to fix first

Amaea groups recorded findings by severity and names the client behind each one. Follow the evidence, check any regulatory reference and record how the issue was addressed. Critical and high findings come first; a finding is a prompt for qualified review, rather than a determination of a breach.

Ask Amaea about your firm

Ask plain-English questions about recorded clients, reviews, document gaps and your health score. Supported records questions return current totals and source links; regulatory questions use selected evidence and show limitations. Amaea asks for clarification when it cannot identify the records you mean, and your team reviews any compliance conclusion.

Amaea AI is decision support for qualified compliance staff, not regulated advice. Verify before acting.

Keep track of FCA publications

Amaea checks the FCA publication feed weekly and records the latest successful check. Review publications alongside your firm’s confirmed calendar dates. The feed helps your team assess changes; it does not guarantee complete coverage or decide which obligations apply to your firm.

Your reports, drafted in one click

Prepare Consumer Duty, vulnerability and board-report drafts from recorded evidence and your notes, then review and sign off the saved version. RMAR tools produce working drafts for a qualified reviewer to check; calculations and submission formats need acceptance before filing. Your team controls the evidence and final judgement.

It runs on what you already use

Start with verified client and annual-review CSV imports. SharePoint connection setup is available for agreed onboarding, with document processing subject to approved permissions and data-handling arrangements. Intelliflo access and live integration acceptance are still being arranged. The document workflow supports 19 configured types; extraction and client matches remain drafts for your team to verify.