Transform your regulatory workflows

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4 Colors Line Mobile

Meet compliance and reporting obligations with higher accuracy, increased speed and simplified ease.

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Highly secure digital repository.

Doc-Vault
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Data sharing and automated data entry.

Doc-Gen
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ESG reporting platform.

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Screening and onboarding automation.

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Improved regulatory experience

Through deployment of technology we put an end to manual input in regulatory processes. We re-invent
and transform the regulatory experience of our clients so that they spend more time on other important matters.

It’s efficient, it’s simple and it also lowers operational risks.

Why choose us?

75%

Time saved
Onboarding and reporting workflows.

80%

Lower operational risks
Reduction in errors linked to manual processes.

100%

Ease of use
Improvement in regulatory experience

What makes us different

From exchanging information to processing data entry U-Reg’s platform is unique in simplifying regulatory workflows
throughout the lifecycle of regulatory processes. It has been built to be simple and efficient,
with users experience in mind, while ensuring that no step is overlooked. We commit to keep it that way.

Full control

Users are in full control over their data and their workflows. They decide who they share their information with, and define their own workflows and collaboration frameworks.

Testimonials

“The regulatory and commercial onboarding process, as well as annual mandated reviews of counterparties, are on-going exercises for a business such as ours that has over 100 professional counterparties, 27 funds and US$7bn invested across hedge funds, private equity, venture capital, real estate and private credit assets. Multiple counterparties can mean lengthy processes at times and our selection criteria was to implement a user friendly and adaptable system to increase the speed, efficiency and security of the onboarding process. U-Reg’s platform achieves these three goals while simplifying the exchange of information and documentation, securely, with our counterparties.”

Mark Voumard, CEO Gordian Capital

“The U-Reg platform has greatly improved our document sharing process requirements resulting in a tangible impact on time efficiencies. We are impressed by the capacity of the team to take feedback onboard and quickly deliver new solutions.”

Antonio Ribeiro, Partner Rhone Trust

“U-Reg’s platform is an innovative proposition for on-boarding, reporting and ongoing exchange of information, for us and for our business partners. U-Reg’s workflow automation as well as speed and efficiency were key factors of our selection process.”

Vincent Thebault, Managing Partner Monex Climate Impact Fund