Platform
An AR Portal that gets the work done
Firms complete returns, upload evidence and confirm their details in a dedicated Portal. Individuals provide their own declarations and assessments.
Schedule a demoYour tasks
Oakfield Finance · AR Portal
Complaints return
Confirm firm details
Signed agreement
Get information from the right person
- Invite
- An email sign-in link takes each person to the tasks they need to complete.
- Complete
- Forms, documents and confirmations are collected against the correct record.
- Keep track
- Your team sees what is outstanding. Completed work stays in the history.
Upcoming work
Scheduled across your network
Quarterly complaints
Collecting returns
Annual Fit & Proper
Individuals invited
Annual review
Preparing evidence
Stop chasing routine information
Schedule returns across the network. Merrin puts the collection task with the firm or Individual who needs to act.
Explore returns & tasksSee what your team could stop doing by hand
Walk through onboarding, monitoring and reviews with your own oversight process in mind.