How to navigate through the Corterum system
Guides and how-to articles that cover how to ensure all your staff, business and associated information is correctly added to Corterum.
Here you'll find all the guides you need to manage Corterum on an ongoing basis.
Learn how to record and manage the giving and requesting of regulatory references for new joiners and departing staff.
Here's everything you need to now about viewing, creating and managing tasks and workflow within Corterum.
Here's everything you need to know about our automated alerts and emailing functionality
Here you'll find out all you need to know about the range of FCA-required reports that Corterum can help you with.
How to setup and administer attestations to make it easy for your staff to demonstrate compliance under SM&CR
Learn how to manage your billing and subscription details, as well as how to reset your username and password.
We work with key partners to add additional premium functionality to Corterum
Corterum includes an analytics suite as standard for all Pro and Enterprises users of the platform. Within the analytics suite are a number of visualisations designed to help users gain insight into various aspects of their SM&CR compliance.
Learn how to manage any documents that you or your users upload to the Corterum
Everything you need to know about Corterum's Consumer Duty functionality, all in once place.