Our Solutions

Leo is an all-in-one Compliance Software designed to aid compliance professionals with their daily workflows.

Our solutions make complying with the relevant regulations easy. Add strategic value to your compliance processes with one of our solutions below.

A solution that suits your needs

Click the link on our solution cards below to see full details. If you’re not looking for an all-encompassing solution but feel you can benefit from some of our features, you can choose one or more of Leo’s modules or build your own unique solution tailored to your needs.

Leo for Regulated Firms

For firms regulated by and following rules of the FCA to allow them to maintain robust compliance infrastructure.

Leo for Online Training

Over 150 CPD-accredited courses on one easy-to-use platform.

Leo for French Regulated Firms

For firms regulated by and following rules of the Autorité des Marchés Financiers (AMF)  to allow them to maintain a robust compliance infrastructure.

Leo for Principal Firms

For Principal Firms to remain compliant and apply an appropriate level of oversight to their ARs.

Leo for French Compliance Consultancies

For consultancies who operate in the area of AMF/ACPR regulation and want to manage their client’s compliance effectively.

Leo for Compliance Consultancies

For Compliance Consulting firms operating in the area of FCA regulation to allow them to manage compliance of their clients effectively.

Leo for Employee Declaration

For the FCA regulated firms to capture and manage employees’ declarations.

Leo for  GDPR

For privacy framework of any business processing data of UK or EU residents.

Leo for Global/White Labelling

Utilise Leo’s functionalities and workflows to create compliance infrastructure in any jurisdiction.

Build your own Leo Solution

Get in touch to choose a selection of our modules or suggest your own.

Book a Demo

What our clients say

LeoTech has proved to be a highly efficient and intuitive centralised compliance resource for both our internal employees and our external clients. The ability to customise LeoTech has enabled us to deploy the software in specific areas where our business was in need of automation and increased efficiency.

Cameron Houghton BROOKLANDS Fund Management

We particularly appreciate the efficiencies around workflows and the record keeping functionalities of all the modules, which enables us to have easy access to historic data with a clear audit trail. The system is also used to host our Compliance manual and policies centrally so we can ensure staff are always referring to the latest versions.

The system is very flexible and can be tailored to a firm’s individual requirements –we worked with the team at Leo to develop new workflows and recently worked together on producing enhanced MI data, which has been well received.

Richard Taylor, Compliance ManagerEvenlode Investment Management Limited

Leo, a compliance solution built by people who know about compliance.

Leo not only does the heavy lifting, in the right hands it can dot the i’s and cross the t’s. The Leo platform makes real-time compliance scalable against a backdrop of increased regulatory obligations that demand a bespoke approach.

Toby Campbell-GrayStrata Global