For super platform trustees
Adviser conduct, measured against your own book
"I have to prove we watched thousands of advisers. An industry average proves nothing."
Illustrative: how a chief risk officer at a super wrap platform might put it
Five of the nine FSC Standard 31 indicators, on your own member data, and counts for indicator 5 (complaints and withdrawn consents) where your extract supplies them. Every adviser is ranked against your platform on thresholds you set, and every decision is recorded with who made it and why, ready before the board signs. The pack names every indicator it does not compute.
How it works
- Load your extract: into your own sealed tenancy. Nothing is pooled with another client or sent to an AI model.
- See the outliers: every adviser against your platform median, with the oldest open matter first.
- Decide and record why: a decision without a rationale will not save; your past decisions on a licensee arrive with every new flag.
- Export the pack: a neutral CSV with provenance on every row, into the register your board already reads.
Included with AttestZ for Trustees
- Licensee responses. When you ask a licensee for documents, such as a sample of SoAs, fee consents and service evidence, the licensee records its answer against your request as received: each item provided, partly provided, not held or declined, with the reason, and the date, judged against your deadline in your own timezone. Refusal or inability to produce advice documents is one of the Standard 31 cl. 5.2.2.3 indicators; this puts the answer on the record. It does not judge whether the answer is adequate.
- Connect. Your administrator and software partners write to your record with their own signed keys, registered on your ledger.
- The evidence record. Every decision, request and answer on one append-only ledger that the public verifier checks offline.
- Investment-menu governance under FSC Standard 31 section 4, over your own menu extract: inflow velocity, adviser funnels, member concentration, gating terms, valuation age and how long an option stayed after a downgrade. No thresholds shipped; the demonstration menu is synthetic.
Where it is today. Live for trial on a synthetic book or your own extract. Trial terms set out how your data is held.
See it work: four demonstrations on a synthetic trustee book
Compared against your own book
Forty advisers, positioned by advice-fee deductions as a share of member balance. Against an industry average, the adviser at 4.2% is unremarkable. Against this platform, median 0.9%, it sits 21.2 median absolute deviations out.
MAD, median absolute deviation, is used instead of standard deviation because one extreme outlier contaminates a mean; the thing being hunted would hide itself.
The worklist, sorted by age
Sorting by severity puts the loudest number first and buries the row that has quietly been open the longest. 
AttestZ sorts open matters by age, oldest first, and marks anything past its due date.
Severity sorting buries the matter that has stalled. Sorting by age puts it at the top of the list.
The ledger refuses a hollow record
A stalled matter is not warned against; it is made unrepresentable. A decision without a rationale will not save. An escalation without a next action and a due date will not save. What does save can never be overwritten, only superseded in the open.
No records yet. Nothing has been decided.
A correction adds a record; it never overwrites one. The superseded record stays readable. That is the audit trail, and the product's central promise.
The corpus compounds
FSC Standard 31 (cl. 4.3.2) says trustees should record who decided what, and why. Today that record lives in spreadsheets nobody reopens. In AttestZ it is working context: when a flag arrives, every prior graded decision on that licensee surfaces with it.
MONTH ONE
Prior decisions on this licensee, surfaced automatically
TWELVE MONTHS LATER
A pattern the analyst reads in seconds: the trustee's own graded reasoning, not a generic baseline.
A trustee can build the arithmetic. They cannot rebuild two years of their own graded decisions.
The ledger is yours: your regulatory record, held in an isolated store no other client can read, exportable in full at any time, and never used to train anything. There is no cross-client learning, because that would breach the exact thing being sold. And thresholds never move on their own: the ledger surfaces prior decisions; a human still sets and defends every threshold.