When you need Plio

Want to take on more clients and increase service levels without taking on more staff?

OR

Frustrated that clients rush to deal with compliance issues just before an audit, and not as they arise?

 

These are clear indicators of a need to move clients’ compliance management online.

Manage compliance documents

Plio provides a convenient way to share, review and audit clients’ compliance documents.

Streamline workflows

Plio keeps track of clients’ nonconformities and corrective actions, sending out reminders when deadlines are due.

Highly customizable

Plio lets you configure your clients’ workflows, their compliance manual layout and their organization structure.

Cross platform

Plio runs in your browser on PC, Mac, Android, iPad and iPhone.

Managing compliance with spreadsheets and email wastes a lot of time.

Start doing compliance the structured way, and put it in Plio.

Document Management

Quick access to all your important compliance documents for you and your advisors.

  • Define compliance standards (policies + checklists)
  • Define compliance management objectives and obligations
  • Word .docx file import
  • Document version control & change log
More
Plio Document Managament
  • Document Management
  • Non-conformity management

    Track all your non-conformities all in one place.

    • Identify and manage non-conformities (potential breaches)
    • Create improvement plans
    • Root cause analysis
    • Link to standards and actions
    More
    Non Conformity Management
  • Non-conformity management
  • Risk Management

    Identify, evaluate and manage your risks

    • Link to standards + corrective actions
    • Score your risks on impact vs probability
    • Conduct risk evaluation
    • Create risk treatment plans
    More
    Plio Risk Management
  • Risk Management
  • Workflow Management

    Manage all your compliance actions, all in one place

    • Create corrective actions + preventative actions + risk control actions
    • Link to standards + non-conformities + risks
    • Monitor status via traffic light indictors
    • Ability to configure simple and full workflows
    More
    Workflow Management Software
  • Workflow Management
  • Features for consultants

    Simple features that make your life easier

    • Manage more clients in less time and with less travel
    • Share model sets of best practice documents online
    • Monitor compliance status of multiple clients
    • Help your clients to ‘operationalize’ their compliance program
    More
    Plio General Features
  • Features for consultants
    • Plans

      Prices shown do not include applicable taxes

      Starter Team
      $25 /£20
      billed monthly
      2 team members
      Single management program
      Create and edit Standards
      Create and edit Risks
      Create & edit Non-conformities
      Create Corrective actions
      Get notifications and reminders
      View & reassign team actions

      Small Team
      $49 /£39
      billed monthly
      Up to 5 team members
      Multiple management programs
      Create and edit Standards
      Create and edit Risks
      Create & edit Non-conformities
      Create Corrective actions
      Get notifications and reminders
      View & reassign team actions

      Medium Team
      $149 /£119
      billed monthly
      Up to 20 team members
      Multiple management programs
      Create and edit Standards
      Create and edit Risks
      Create & edit Non-conformities
      Create Corrective actions
      Get notifications and reminders
      View & reassign team actions

      Plio provides a great user experience and, importantly, provides the functionality to ensure that all essential activities (evaluation, root cause analysis, treatment, lessons learned, etc) are addressed and evidenced by clear audit trails. The ability to do this will undoubtedly help us demonstrate a strong compliance culture to clients, staff and regulators.

      Ian Scaife

      Compliance manager, Clifton Asset Management