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Password protecting a client on IRIS Elements

No description provided
Guest 4 months ago in AML / Client Management 3 Released

Ability to sort client lists by Partner

We are an 8 Partner practice using Iris AML software. We would like to be able to view client lists by Partner so that when a Partner, or a manager, goes in to Elements, they only see the clients they need to see.
stephen Anderson 8 months ago in AML / Client Management 1 Released

Please confirm whether IRIS can generate a report recording clients where we have completed a risk profile, risk assessment and KYC assessment.

No description provided
Guest 3 months ago in AML 1 Released

Log of all AML checks performed

As a person responsible for paying the bill for Elements, or as a person monitoring ongoing business costs, I would like a way of viewing all the AML checks performed by my team. This would need to include the ability to the see the client code an...
Danny McGrath 12 months ago in AML 2 Released

Elements - Be able to identify who is missing a risk assessment or KYC assessment

It is possible to identify who is missing an identity check on the electronic ID checks screen (show only individuals without an ID check radio button). It would be helpful to also be able to identify who is missing a risk assessment and KYC asses...
Guest almost 2 years ago in AML 3 Released

Some way of pulling a list showing clients who still require a risk assessment completed

If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
Guest 5 months ago in AML 1 Released

AML risk assessments - can't approve in V2!

We have just moved to V2 of Elements AML - and staff are no longer able to approve client risk assessments (they could in V1). This is reserved only for MLROs. This doesn't work - as the staff are the ones carrying out the work - and the ones best...
Guest 6 months ago in AML 7 Released

Need reporting capability in AML to identify clients in high normal low and none categories

the client list on elements v1 contained an status status column so you knew clients that needed to be dealt with and for others you knew the risk. now there is just a client list an no mention of whether AML complete or what the level of risk is....
David Brown 7 months ago in AML / Client Management 2 Released

Reports Feature

It would be really useful to be able to pull off various reports, such as clients risk assessment score, or those which are approaching expiry etc.
Jane Rigley about 1 year ago in AML 3 Released

Elements - Be able to identify who is missing a risk assessment or KYC assessment

It is possible to identify who is missing an identity check on the electronic ID checks screen (show only individuals without an ID check radio button). It would be helpful to also be able to identify who is missing a risk assessment and KYC asses...
Corinne Harper almost 2 years ago in AML 1 Released