Tools
Practical licensing decision tools
Use the tools to structure the first conversation. They surface routes, gaps, and official links, but they do not replace regulator materials or advisers.
route-planning
Licence Finder
Map business activities to likely route questions, warning levels, checklists, and official sources.
Open toolroute-planning
Jurisdiction Comparison
Compare jurisdictions by route, people, capital, timeline, registers, and watch-outs.
Open toolevidence
Application Readiness Checklist
Score the application pack and convert missing items into adviser-ready next steps.
Open toolroute-planning
Timeline Estimator
Estimate indicative timing ranges and likely delay factors based on readiness and complexity.
Open toolpeople
Individual Fit & Proper / Key Person Readiness Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolevidence
Corporate Application Evidence Pack Builder
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolroute-planning
Activity-to-Permission Mapper
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolrisk
Client Classification Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolrisk
Cross-Border Marketing Risk Triage
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolrisk
Custody / Client Asset Trigger Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolevidence
Capital & Financial Resources Planner
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolpeople
Responsible Officer / SMF / Representative Matrix Builder
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolevidence
AML/CFT Policy Gap Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolevidence
Outsourcing & Vendor Control Mapper
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolevidence
Compliance Calendar Generator
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolregisters
Public Register Due Diligence Checklist
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolregisters
Clone-Firm Red Flag Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolevidence
Consultant Proposal Comparator
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolroute-planning
Licence Variation / Permission Expansion Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open tooljurisdiction-specific
US Adviser vs Broker-Dealer Compensation Mapper
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open tooljurisdiction-specific
HK Type 1 / Type 4 / Type 9 Mapper
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open tooljurisdiction-specific
SG CMS Route Triage
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open tooljurisdiction-specific
UK FCA Permissions / SM&CR / CASS Mapper
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open tooljurisdiction-specific
Australia AFSL Authorisation Matrix
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolroute-planning
Family Office Licensing Triage
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolrisk
Fund Marketing / Private Placement Checker
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
Open toolregisters
Ask Official Sources
Search approved official-source records and return cited source links before drafting conclusions.
Open tool