---
title: "AR oversight features: onboarding, monitoring, reviews and filings · Merrin"
description: "Automate AR onboarding, the AR Portal, monitoring, returns and filing preparation. Focus on risk and retain the evidence behind your decisions."
url: https://merrin.ai/features
---

# More time for AR oversight, less admin

Merrin handles collection, checks and preparation. Your team has more time to investigate issues and make informed decisions.

[Schedule a demo](https://merrin.ai/demo)

**Save time**

Automate collection, scheduled checks and filing preparation.

**Reduce risk**

Spot changes and guide your team to the findings that matter.

**Prove your oversight**

Keep the evidence, the decision and the action on record.

_(Illustrative onboarding workflow with fictional firm data)_

**[AR onboarding](https://merrin.ai/features/onboarding)**

Collect, review and appoint an AR in one guided process.

_(Illustrative portal view with fictional data)_

**[AR Portal](https://merrin.ai/features/portal)**

Give firms and their people a task list and secure access to their records.

_(Illustrative monitoring workflow with fictional firm data)_

**[Monitoring & issues](https://merrin.ai/features/monitoring)**

Monitor public registers and returns. Raise issues when something needs attention.

_(Illustrative risk view with fictional data)_

**[Risk & completeness](https://merrin.ai/features/risk)**

See who needs attention and the reasons behind each assessment.

_(Illustrative returns view with fictional data)_

**[Returns & tasks](https://merrin.ai/features/returns)**

Collect returns as often as each firm’s risk requires.

_(Illustrative fit-and-proper view with fictional data)_

**[Fit & Proper](https://merrin.ai/features/fit-and-proper)**

Collect declarations, run checks and flag findings for review.

_(Illustrative reviews workflow with fictional firm data)_

**[Reviews & approvals](https://merrin.ai/features/reviews)**

Schedule the review, assemble the evidence and flag what needs a closer look.

_(Illustrative filings view with fictional data)_

**[FCA filings](https://merrin.ai/features/filings)**

Prepare filing information and track your team’s submission on Connect.

_(Illustrative evidence view with fictional data)_

**[Evidence & audit trail](https://merrin.ai/features/evidence)**

Follow FCA filings and see who changed what, when and why.

## See what your team could stop doing by hand

Walk through onboarding, monitoring and reviews with your own oversight process in mind.

[Schedule a demo ](https://merrin.ai/demo)