Reports
Reports & Analytics
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Overall Compliance Rate
87%
+2% from previous period
Attestations Completed
156 / 180
86.7% completion rate
Overdue Attestations
24
13.3% of total
Client Compliance Comparison
Compliance rates across all client organizations
ABC Financial
85%
XYZ Investments
92%
Global Wealth Partners
78%
Horizon Capital
96%
Summit Advisors
64%
Everest Capital
88%
Alpine Wealth
91%
Cascade Investments
82%