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Apex · MI Intelligence Centre

Board-grade compliance intelligence

Every graded Apex file feeds a live supervisory MI centre — Consumer Duty outcomes, adviser oversight, vulnerability handling, product performance and compliance sign-off. Showing the public sample dataset.

Firm health
87
Weighted composite
Total reviews
283
Rolling 12 months
Compliance pass rate
86%
Grades A + B
Vulnerability identified
78%
of files where present
Sign-off pending
14
3 overdue
High-risk advisers
2
Quality < 55
Apex · Score

Suitability index

87Firm health
Fair value
Pass
Vulnerable
Review
Outcomes
Pass
Outcomes

Consumer Duty radar

Distribution

Grade profile

A· 148
B· 94
C· 32
D· 9
Trend

Monthly grade profile

Adviser oversight

Highest-risk advisers

K. Novak· 27 reviews
C· 6
D· 3
44
S. Patel· 30 reviews
C· 5
D· 2
58
R. Osei· 34 reviews
C· 4
D· 1
71
M. Doyle· 36 reviews
C· 3
D· 1
81
C. Bennett· 38 reviews
C· 2
D· 0
87
Live MI Suite

Drill from firm → adviser → file, and export a Board Intelligence Pack in one click.

In the live product every tile, chart slice and adviser row opens the underlying files. Sign-off state, remedial actions and Consumer Duty outcomes all update as files are graded.