Know the whole relationship
People, entities, structures, services and jurisdictions stay connected instead of being flattened into one customer record.
Regulated relationships, connected end to end
Know the relationship. Understand the change. Defend the decision.
ClientAlign connects the people and organisations in a client relationship with their evidence, risk assessments, acceptance decisions and reviews.
Relationship operating record
One record. Six connected views.
Explainable by design
01RelationshipCurrent
02Connected partiesMapped
03EvidenceLinked
04RiskAssessed
05DecisionExplainable
06ReviewContinuous
1
connected decision history
360°
relationship context retained
What ClientAlign keeps connected
A relationship is more than an onboarding file.
The product follows the relationship through acceptance, conditions, review, trigger events, reassessment and decision history.
Keep risk tied to evidence
Customer due diligence (CDD), enhanced due diligence (EDD), risk factors and gaps in evidence stay linked to the assessment.
Defend acceptance decisions
Recommendation, challenge, authority, conditions and decision rationale remain visible and auditable.
Reassess when facts change
Trigger events show which assumptions changed, what needs review and whether the prior decision still holds.
Lifecycle, not onboarding only
The record moves when the relationship moves.
Acceptance, conditions, periodic review, trigger events and reassessment remain part of one connected history rather than separate administrative episodes.
Connected without duplicating ownership
Each product keeps the record it is accountable for.
ClientAlign owns the regulated-relationship record. Compliance, enterprise risk, governance and assurance remain in their own products with controlled exchange where the work needs to meet.
Product portfolio
Five products. Each keeps its own records.
RegAlign®
Compliance
RiskAlign®
Enterprise risk
ClientAlign™
Regulated relationships
GovernAlign™
Governance
AssureAlign™
Assurance
Professional services
Coming soon.
RegAlign Limited is preparing professional services across client lifecycle, CDD, onboarding, periodic review, compliance, risk, governance and assurance.
See what is being preparedAvailability
ClientAlign is available for demonstration and controlled evaluation. Customer deployment and use of live data are agreed and validated separately before operational use.