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Status Planned
Categories AML
Created by Guest
Created on Jun 19, 2025

Filter clientlist by risk level

I can see the idea to add filters to the client list for the risk type, missing risk assessments, etc has been put on nearly 2 years ago and is still only marked as "planned".


This is an important option for if a regulatory body would like to review high risk clients and it needs to be pushed through

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  • Admin
    Rob Millen
    Jun 19, 2025

    I appreciate the frustration with the speed of getting this feature delivered - as a solution for covering regulatory compliance, we added the reporting option last year found under Practice Compliance downloads:

    I hope this helps.