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Firms Monitor

Welcome to our Firm Watchlist Management service, where you're in control of tracking and monitoring firms of interest. We've designed this platform to make it effortless for you to stay informed and proactive in managing the status and permissions of your selected firms.

Create Your Watchlist

Easily define a watchlist of chosen firms that matter most to you. Whether it's potential business partners, competitors, or industry leaders, our platform empowers you to track them all in one place.

Receive Regular Reports

Choose to receive daily or weekly reports on the firms in your watchlist. Stay updated on their authorization status, permissions, and any notable changes, all at your preferred frequency.

Seamless Monitoring

Monitor the authorization status and permissions of the firms on your watchlist seamlessly. Our user-friendly interface provides a clear overview of each firm's regulatory standing.

Email Alerts

Never miss a beat with email alerts for any significant changes to the firms you're tracking. Whether it's a new authorization, a change in permissions, or any other important development, you'll be the first to know.

Easy Interface

Upload your watchlist by simply creating a CSV containing FCA firm reference numbers (FRNs).  Download reports in CSV format once complete.  Both processes are very simple to use and incorporate into your own processes.

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Example Firms Monitor

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View Status Changes

​View recent Status changes in your Firms Watchlist.

Download Example File

Download an Example Firms Watchlist.

Changes to Your List in the last 30 Days

FRN
Organisation name
Status
Status date
Business type
Sub status date

Get All the Tools You Need
In a Single Platform

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