Security & risk
Protect client data, enforce AML checks, and give your firm complete audit visibility with enterprise-grade controls.
Why security is mission-critical for firms
Compliance isn't optional. Without built-in security, firms risk breaches, fines, and lost client trust.
Compliance burden
AML checks done manually, prone to error.
Weak authentication
Passwords alone put data at risk.
No audit trail
Hard to prove compliance without system logs.
Data exposure
Sensitive financial data vulnerable in legacy systems.
Everything you need to stay secure and compliant
Acting Office bakes security and risk management into the core platform - no bolt-ons required.
Biometric-based AML checks
Automate AML compliance checks.
2-Factor authenticator
Secure, centralised authentication codes.
System logs
Track every user action with full audit trail.
Data security
Protect sensitive client data with encryption and role-based permissions.
Outcomes you can prove to clients and regulators
Security & risk helps firms pass audits, meet obligations, and reassure clients that their data is safe.
Automate AML
No more manual bank imports.
Harden authentication
Real-time data ensures clean ledgers.
Full audit trail
Cloud integrations with no installs.
Protect data
Enterprise-grade API connections.
Built into your firm's workflow
Security & risk integrates with every module - from AML in onboarding to audit logs on every tax filing and payroll approval.
AML
Review
Approval
Submissions
Works seamlessly with other modules
Juggling multiple systems means constant re-keying, duplicate data, and gaps in reporting. Integrations close those gaps.
Core accounts & tax
Enforce secure filings.
Workflow & efficiency
Add approvals with audit trails.
Client experience
Protect e-signatures and communications.
Proof from UK firms
— Compliance Officer, 200-person UK firm.
reduction in regulatory risk exposure.
Ready to protect your clients and your firm?
Not just another tool - your firm's unfair advantage.
Acting Office makes staying competitive effortless.
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