For consultancies, outsourced compliance officers and virtual CCOs
Compliance consultant software for every client you serve
Compliance consulting software that works the way your practice does: one sign-in, one inbox across your clients, your own brand on the sign-in page, and records that stay with each client.
Partners are set up by Attesta, not by self-registration. Request a demonstration to start.
What a compliance consultancy gets
- One workspace across clients. Consultants are allocated to the fund managers they serve. Sign in once, switch between firms, or switch the inbox from "This firm" to "All my firms" to see what is open for each client.
- Your brand, not ours. Your consultancy's name, logo and colours appear on your own address's sign-in page, setup links and emails. Clients can keep their own branding only if you allow it. Removing the "Powered by Attesta" mark depends on the plan.
- Bring a client on, with consent. You invite a fund manager from the partner portal. The client accepts the terms and data acknowledgement before your consultants can enter, and it can detach you at any time. Every invitation, branding change and detachment is recorded in the hash-chained audit trail, and invitations and branding changes ask for a second factor.
- A guided onboarding. A ten-step checklist with a printable guide for each jurisdiction takes a new client from set-up to first filings.
- Your portfolio at a glance. A portfolio view of your clients, with billing records for the clients you add.
- Strict separation. A partner sees only its own clients, and each client's records carry that client's own identifier, so one consultancy's clients are not visible to another.
Software for outsourced compliance and virtual CCO work
Your clients' work is the same work you do for them: personal account dealing, conflicts and gifts, KYC and screening, breaches with statutory clocks, a regulatory calendar and the filings behind it. See how each market is covered: Singapore, Hong Kong, Cayman Islands, and initial coverage in Canada, DIFC, Australia and Malaysia.
Why firms look for a multi-client compliance platform
- Fewer spreadsheets and inboxes to reconcile when a regulator or a client asks how something was decided.
- The evidence for each decision sits on the record it supports, so you can answer an examiner for one client without exposing another.
- Staff, directors and approvers each get their own view, so you are not training every client on the compliance screens. See the role views.
What it does not do
- It does not replace your advice or your judgement. Attesta records, checks and reminds; it is not legal advice.
- It does not file with regulators for you. It tracks deadlines and keeps the filing reference and evidence.
- It does not let a consultancy register itself. Partners are approved by Attesta.
Questions consultants ask
Is Attesta compliance consulting software?
Attesta is compliance operations software for regulated fund managers, and it has a built-in partner model for the consultants who serve them. A consultancy gets its own branded workspace, invites its clients, and works across them from one place, while each client keeps ownership of its own records.
Can an outsourced compliance officer or virtual CCO use it for several clients?
Yes. A consultant is allocated to the fund managers they serve, signs in once and switches between firms, or looks across all of them in one inbox. Each client's data stays separate.
Does the client lose control of its data if it uses a consultant?
No. A partner-created client must accept before your consultants can enter it, and it can detach you at any time. Detaching removes your consultants' access and is recorded in the audit trail.
Can we run it under our own name?
Yes. Your consultancy's name, logo and colours appear on your own address's sign-in page, setup links and emails. Whether the "Powered by Attesta" mark can be removed depends on the plan.
Can I sign my own consultancy up?
Not yet by self-service. Partners are set up by Attesta so that nobody can register as a consultancy under a name that is not theirs. Request a demo to start.
Does it replace our advice?
No. Attesta records, checks and reminds. The judgement, the advice and the filing remain with you and your client. Attesta is not legal advice.
Coverage summary: November 2026. Plan terms, and availability for your clients' regulators, are agreed before use.