---
title: "AR onboarding software for FCA principal firms · Merrin"
description: "Merrin gives every firm and Individual the tasks they need to complete. Your team sees what is missing and what happens next."
url: https://merrin.ai/features/onboarding
---

[Platform](https://merrin.ai/features)

# 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 demo](https://merrin.ai/demo)

_(Illustrative onboarding workflow with fictional firm data)_

## 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.

_(Illustrative portal view with fictional data)_

## Give every AR a clear next step

The dedicated Portal handles collection. Your team can follow progress without another email chain.

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

[AR Portal](https://merrin.ai/features/portal)[Fit & Proper](https://merrin.ai/features/fit-and-proper)[FCA filings](https://merrin.ai/features/filings)

## 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)