Distribution Risk Managed. Compliance Solved. Performance Optimized.
The enterprise risk management platform engineered specifically for LifeCos, MGAs, and Dealers focused on independent advisors. Stop chasing paper checklists and reactive audits. Protect your distribution networks with live activity tracking, a fully verified Advisor Passport, and data-driven supervision that converts regulatory mandates into business performance.
Target Industries
Securing the operational integrity of LifeCos through live activity tracking and continuous verification frameworks.
Protecting distribution networks by providing comprehensive operational live activity tracking and data-driven supervision for MGAs.
Empowering dealers with advanced risk management tools to safeguard their distribution networks and ensure compliance.
Financial Professionals Title Protection Act:
Automated verification of credential authenticity and continuous Continuing Education (CE) compliance to legally defend and maintain regulated titles—such as Financial Advisor (FA)and Financial Planner (FP)—across participating credentialing bodies.
Client Focused Reforms (CFR):
Automated Know-Your-Product (KYP)
verification, structural transparency, and real-time conflict-of-interest mitigation.
MGA Licensing & Market Conduct:
Continuous, automated validation of
multi-provincial licensing requirements and Active Errors &Omissions Insurance
tracking.
CCIR Fair Treatment of Customers (FTC):
Concrete, data-driven evidence of positive consumer outcomes and proactive field conduct management.
OSFI Guideline B-10:
Verifiable risk oversight and operational resilience metrics across all independent, material third-party distribution arrangements.
Built to Satisfy Canada’s Strictest Regulatory Frameworks.
Move past passive administrative tracking. VigilantCS provides the verifiable data trails required to prove continuous, active supervision across your entire distribution channel. The verifiable data trails required to prove continuous, active supervision across your entire distribution channel.
Verified Legacy
The Advisor Passport by VigilantCS creates a foundation of verified trust between professionals and their clients. By validating integrity in every interaction, we empower enterprise risk leaders to safeguard independent advisor reputations and career longevity, ensuring that the human element of financial services remains protected by the highest standards.
Strategic Advantages
Empowering your organization with the tools needed to convert regulatory complex mandates into sustainable business performance and growth.
01
Operational Telemetry
Real-time monitoring
02
Advisor Passport
Zero-trust security
03
Network Protection
Comprehensive risk coverage
04
Supervision
Data-driven oversight
05
Regulatory Agility
Adapting to new mandates