HomeRoadmap

Built in the open, built to demand

Everything below is real: live in the product, in early access with first deployments, or built to demand with a queue you decide. Enterprise vendors hide their roadmap behind three sales calls; we publish ours, because the firms we want reward candour and punish surprises. If an item would move your firm, say so and it moves up.

Live today

Onboarding wizard & CDD checklists

Risk-based collection with expiry tracking, complete first time.

AI document extraction

Passports and documents read into the record for human confirmation.

Sanctions & PEP screening

OFAC, UN, EU and HM Treasury lists with an evidenced hit-review queue.

Beneficial ownership mapper

Full structures with 25 percent threshold and jurisdiction flags, exportable.

Risk assessment

A weighted, explainable methodology an inspector can examine.

Reviews, AI memos & audit trail

Risk-based cadences, drafted memos for MLRO sign-off, everything logged.

Early access

Client-facing onboarding portal

White-label journeys your clients complete, reviewed by your team.

E-signature

Declarations and engagement letters signed and filed with the CDD.

REST API & webhooks

Records, screening and events wired into your own systems.

Four-eye approvals

Maker-checker workflows on the decisions your policy requires them for.

Inspection pack export

The visit pack, assembled from the file in one action.

Built to demand

Identity verification orchestration

Biometric IDV and address checks via specialist providers, BYO vendor honoured.

Adverse media summarisation

AI-read press coverage, summarised onto the file instead of pasted into it.

FATCA & CRS self-certification

Tax self-cert collection and validation inside the onboarding journey.

Document generation

Engagement letters and CDD packs produced from your templates.

Jurisdiction packs

UK, Cayman, BVI and Isle of Man frameworks, built in the order firms register.

Business Risk Assessment drafting

Your BRA drafted by AI against the current NRA, for your board to own.

Handbook Watch

When the GFSC or JFSC updates the Handbook, Flarion maps the change to your affected policies, files and review cadences. Nobody else in this market does this.

Move something up the queue

Early access and in-build items are sequenced by the firms who ask. One email is enough.