Designed for Compliance Teams
Keep IPIDs, Target Market Statements, and disclosure packs current, cut risk, and stay audit-ready without the last-minute scramble.
What keeps compliance teams up at night
Regulatory updates land faster than you can interpret them
Keeping up with FCA guidance and Consumer Duty expectations is a full job on its own. When wording shifts, compliance teams are left working out what actually needs to change across IPIDs, Target Market Statements, Fair Value Assessment Outcomes, and the rest of the disclosure pack.
Ultradoc ties regulatory developments to specific documents in your library. You get concrete recommendations, not a generic industry alert. Your team focuses on the hard interpretation calls, not on wondering whether last quarter’s documents still hold up.
Building an audit trail by hand does not scale
Regulators expect a clear paper trail. Reconstructing one from tracked changes, reply-all chains, and filenames like IPID_v3_FINAL_revised.docx is exhausting, and easy to get wrong.
Ultradoc records edits, approvals, and version history as work happens. When an FCA visit comes around, the evidence is already there. You are not scrambling through inboxes at midnight.
Lean teams, growing document estates
Most compliance functions run lean. Document work still has to get done, but there is rarely budget to hire your way out of the backlog.
Ultradoc runs first-pass checks and routes documents through defined workflows. Routine issues are caught early. Your people step in where expertise actually matters. Reviews can be prioritised by risk and deadline, so nothing quietly ages in a queue while your team chases the urgent items.
Supported Document Types
Built-in templates for the documents compliance teams review most often:
- IPID: consumer disclosure for product features, benefits, and risks
- Target Market Statement: target market, distribution strategy, and product limitations
- Fair Value Assessment Outcome: methodology, findings, and conclusions under Consumer Duty
- Policy Summary / Key Facts: coverage, exclusions, and key terms for policyholders
See the full document templates overview for details on each type.
Why compliance teams choose Ultradoc
- Regulatory monitoring tied to your documents, not vague industry news
- Audit-ready records built into normal work, not a separate admin task
- First-pass automation so senior reviewers focus on substance, not syntax
- Risk-based routing when volume outstrips capacity
- Examination readiness without a last-minute document hunt
See it in action.
Tell us about your role and document challenges. We'll show you how Ultradoc fits your workflow.