Platform
AR onboarding with less chasing
Merrin gives every firm and Individual the tasks they need to complete. Your team sees what is missing and what happens next.
Schedule a demoOakfield Finance
Firm details
People
AgreementTo collect
From first details to appointment
- Collect
- Firm details, ownership, people and evidence arrive through the AR Portal.
- Review
- Merrin prepares the record for review. Your approvers make the decision.
- Notify & activate
- Required FCA filings are raised from the review. Follow submissions and outcomes through to appointment.
Your tasks
Oakfield Finance · AR Portal
Complaints return
Confirm firm details
Signed agreement
Give every AR a clear next step
The dedicated Portal handles collection. Your team can follow progress without another email chain.
Explore the AR PortalSee what your team could stop doing by hand
Walk through onboarding, monitoring and reviews with your own oversight process in mind.