CoreAdmin

Where Finance
Meets Innovation

Intelligent Process Automation purpose-built for regulated financial services, where accuracy isn't optional

Modular platform

Modular by design

Every CoreAdmin module works alone and works together. Start with one, switch on the rest when you're ready.

Client Onboarding

From first contact to approved

Risk-scored KYC onboarding that moves clients through identity, screening and sign-off without the paper chase.

Invoice document flowing through a capture, approval and payment pipeline

Invoice Lifecycle

Capture to reconciliation

Every invoice captured, validated, approved and reconciled, with a full audit trail written by default.

Compliance Monitoring

Your CMP, on rails

The compliance monitoring programme, scheduled, sampled and evidenced automatically, with MLRO oversight built in.

Live management dashboard with KPI tiles, trend chart and gauges

Management Dashboards

Live, adaptive MI

Dashboards that reshape themselves around what management needs next, fed live from every module.

Board meeting pack documents with agenda, attendees and meeting date

Board Meetings

Packs, minutes, done

Board packs, agendas and minutes assembled in hours, not weeks, with every resolution tracked to closure.

…and much more

Investor CDD and KYC, sanctions screening, SAR management, capital calls and distributions, and a growing set of Co-Admin tools built for your back office.

Why CoreAdmin

Fast where it can be, controlled where it must be

CoreAdmin pairs AI-driven automation with the controls a regulated business actually needs.

Efficiency, compliance-first

Intelligent automation and AI do the heavy lifting inside a framework built for regulated financial services, so speed never comes at the cost of compliance.

Auditable end to end

Every process runs as a closed cycle: captured, evidenced and signed off, all the way through to board reporting. Nothing falls between systems.

Fewer errors, managed risk

Gated process flows keep humans in control of the decisions that matter, while autonomous data processing removes the manual steps where errors creep in.

For every firm

Powering businesses of all sizes

Run your business on a reliable platform that adapts to your needs.

Controls that keep pace with the client book, not the headcount.

Structured onboarding. Risk scoring and CDD evidenced from day one, refresh cycles tracked automatically.
CMP without the spreadsheet. Testing cycles scheduled, sampled and signed off with four-eyes control.
One system of record. Board packs and minutes produced from the same platform that holds the evidence.

Runs on

Client Onboarding Compliance Monitoring Board Meetings

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