RegLens gives consultants a repeatable, white-labeled assessment and reporting workflow for financial-services clients — so your judgment goes where it matters, and delivery mechanics don't limit your capacity.
Multi-client workspace with per-client permissions and white-labeled deliverables aligned to financial-services regulator expectations across Canada, the US, the Caribbean, and the EU. Not legal advice, audit certification, or regulatory approval.
Boutique advisors and consulting firms serving regulated financial-services or adjacent clients face the same problem regardless of client size: rebuilding foundational assessments and reports for every engagement doesn't scale. RegLens gives you the repeatable back-office engine, so your judgment is where it matters — not in report formatting.
A prospective client asks for a first-pass readiness assessment before engagement scope is defined. RegLens produces the structured initial view in hours, not weeks — letting you spend your billable time on interpretation and advisory rather than discovery mechanics.
You're delivering readiness work for multiple clients and want consistent output quality without hiring additional analysts. RegLens is the delivery standard — same structure, same evidence rigor, per-client customization.
Manual report authoring bottlenecks how many clients you can serve. RegLens produces the deliverables — Full Assessment Report, Remediation Roadmap, Customer Due-Diligence Report, Board One-Pager — with your firm's branding on white-labeled exports.
You want a portfolio-level view of readiness across your client book — which clients are ready, which have material gaps, which are approaching deadline events. RegLens's multi-client workspace surfaces this.
Most consulting engagements don't struggle because clients lack compliance work. They struggle because delivery mechanics eat the billable hours. Every engagement rebuilds the same discovery steps, the same evidence collection, the same report scaffolding. The advisory value your clients pay for gets diluted by hours spent formatting Word documents and re-answering framework overlaps.
RegLens turns that fragmented delivery process into a repeatable engine — so your judgment goes where it matters, and your firm's delivery capacity scales with quality intact.
Consulting firms deliver value through judgment. RegLens removes the low-value mechanics that eat billable hours between judgment moments.
| Without RegLens | With RegLens |
|---|---|
| Every client engagement rebuilds discovery, mapping, and report scaffolding | Applicability engine + deduplicated assessment save weeks per engagement |
| Junior analyst rework on formatting and cross-framework mapping consumes billable hours | White-labeled exports produce client-ready reports without manual formatting work |
| Client-facing deliverables authored per engagement without cross-client reuse | Reusable evidence library and standardized outputs across your client portfolio |
| Delivery capacity limited by analyst headcount | Standardize delivery mechanics; free your judgment to scale without headcount |
Consulting firms delivering readiness work face the same commercial tension: more clients = more analyst hours = capacity ceiling. RegLens removes the low-value mechanics that eat billable hours, so your judgment scales without your headcount.
The feature set below is designed for the shape of consulting delivery — standardized mechanics, brandable outputs, portfolio-level visibility.
One login, every client, per-client permissions. Manage the client book from a single workspace — including cross-client benchmarking and portfolio-level readiness views.
Save analyst hours on every new engagement — the applicability engine identifies which regulations apply per client based on entity type, incorporation jurisdiction, operating footprint, and technology environment.
Answer once per client, score across every applicable framework. First-draft assessment ready in hours, not weeks — freeing your engagement team to focus on interpretation and advisory.
Structured evidence expectations shareable with the client — reduces the back-and-forth on "what evidence do you need from us?" and shortens the discovery cycle at engagement kickoff.
Word policy templates and PDF reports branded to your firm — Full Assessment Report, Remediation Roadmap, Customer Due-Diligence Report, Board One-Pager. Client-ready without additional formatting; no junior analyst rework on layout or brand alignment.
Evidence patterns that recur across similar client profiles — build them once, adapt per engagement. Cross-client reuse builds delivery efficiency the more engagements you run.
Complete one assessment once. Generate five audience-specific deliverables so your team never has to rebuild the same answers every time a regulator, customer, bank, or board requests evidence.
Bank vendor-risk teams
Structured evidence response aligned to bank due-diligence categories
Your internal team
Prioritized action plan with owners, timelines, effort
Enterprise customer procurement
External-safe version excluding sensitive architecture
Executive / board oversight
Single-page posture summary
Compliance & audit teams
Detailed underlying report with per-control status, evidence references, methodology notes
Answer once. Reuse across every review, questionnaire, examination, and board cycle.
RegLens covers 14+ regulations across four regions. For consultants, coverage adapts per client — if your client book spans jurisdictions, each client's assessment renders only the regulations that apply to them.
RegLens is delivery infrastructure for consulting engagements. Our outputs are meant to accelerate your assessment and reporting work, and give you a repeatable delivery standard. RegLens is not:
RegLens sits behind your firm's brand. The advisory relationship, the client trust, and the professional judgment remain yours — RegLens is the infrastructure that lets you scale delivery without scaling headcount.
Consultant Edition pricing is under evaluation based on advisor customer requirements. In the meantime, RegLens's multi-organization architecture supports consultant workflows on the current Professional plan with per-client organizations. Pilot access includes multi-client workspace access.
If you'd like to discuss consultant-specific pricing, delivery volume, and white-label export requirements — the pilot conversation is the right forum.
Pilot access is invitation-only. RegLens is pre-general-availability, and we're onboarding a small number of consulting firms to shape the multi-client workflow before broader release.