MHA/OperationsSimulated integrations
Client Information Hub Dashboard
Trusted client master, orchestration, compliance and intelligence — all in one place.
Trusted Client Records
8,412
Client Data Health
87%
Open Data Issues
147
Blocking Issues
42
Workday Sync Blocked
18
AML Reviews Due
124
Today’s priorities
What needs attention from your team today
Resolve AML/KYC blocking issues
Missing beneficial owner information blocking Workday sync.
27 records · Compliance teamGo to AML / KYC
Review duplicate client candidates
High-confidence matches awaiting steward decision.
12 matches · Data StewardOpen Data Quality
Validate Companies House mismatches
Legal names differ from Companies House canonical values.
9 records · Client OwnersOpen Data Quality
Approve pending Client Creation Requests
Validated requests ready for partner sign-off.
6 requests · PartnersOpen Client Requests
System health
Real-time orchestration across connected systems
Omnitrack
LiveAML / KYC
Queue activeWorkday
18 syncs blockedCompanies House
AvailableVAT validation
AvailableDremio
Federated views readyFuture CRM
Not connected yetRecent events
Last events from Omnitrack, AML/KYC and Workday
- Request assigned to Compliance Owner — Hartwell Advisory Ltd09:18 · Vision prototype
- Workday sync blocked — Falcon Capital LLP09:16 · Vision prototype
- AML/KYC missing beneficial owner — Hartwell Advisory Ltd09:15 · Vision prototype
- Companies House validated — Northbridge Consulting Ltd09:14 · Vision prototype
- Duplicate candidate detected — Hartwell Group Ltd09:13 · Vision prototype
- New client request received from Omnitrack — Hartwell Advisory Ltd09:12 · Vision prototype
- Master Client Record created — Sterling Oak Partners Ltd08:52 · Vision prototype