Founded in 2004, Competent Adviser Limited is a UK-based RegTech company that supplies a market-leading Software as a Service (SaaS) platform to the financial services industry. Their core mission is to help regulated firms, such as financial advisers, mortgage brokers, and wealth managers, manage their compliance obligations efficiently. The platform provides a comprehensive suite of tools for Training & Competence (T&C) schemes, Continuing Professional Development (CPD) tracking, Senior Managers and Certification Regime (SM&CR) management, and overall compliance monitoring and reporting.

Founded in

United Kingdom