Dashboard
Firm Verify now includes a personalised Dashboard as the landing page after login. The Dashboard surfaces real-time status across the firm's AML/CTF obligations so Compliance Officers can see what needs attention at a glance — without navigating individual modules.
Navigate to the Dashboard from the main navigation. The Dashboard shows the following widgets by default:
AML/CTF setup checklist
A three-step onboarding guide that tracks whether your firm has completed the foundational AML/CTF setup. Each step links directly to the relevant module.
| # | Step | Links to |
|---|---|---|
| 01 | Complete Firm Profile | Firm > Firm Profile tab |
| 02 | Appoint Compliance Officer | Firm > Users tab |
| 03 | Build AML/CTF Program | Firm > Program tab |
Documents awaiting your review
Shows every document currently in Under Review status where you have a pending review action. Completing a review removes the item in real time. When there is nothing to review, the widget shows You're all caught up.
Upcoming document reassessments
Firm-level widget listing documents due for reassessment within 30 days, or already overdue. Each row shows a colour-coded counter:
| Condition | Counter |
|---|---|
| Due today or within 30 days | Amber — Days Remaining |
| Overdue | Red — Days Overdue |
Select Go to Program to navigate directly to the Program tab, where overdue rows are highlighted.
Personnel training
Firm-level donut chart showing AML training completion across all active personnel. Displays completed and incomplete counts. Select Go to Users & Key Personnel to manage training assignments.
Your training
User-level widget showing your own assigned training modules and their completion status.
| State | Condition |
|---|---|
| No training assigned | No training modules have been assigned to you |
| Incomplete training | At least one assigned module is not yet complete — incomplete modules are listed |
| Training complete | All assigned modules are complete |
Customising the Dashboard
You can control which widgets appear on your Dashboard and reorder them to suit your workflow.
- Show or hide widgets — select the gear icon (top right of the Dashboard) to open Customise Dashboard. Toggle individual widgets on or off and select Save. Preferences are saved per user and persist across sessions. Select Reset to Default to restore all widgets.
- Reorder widgets — drag and drop widgets into your preferred order, then select Save Layout. Navigating away without saving discards any unsaved reordering.
Users displayed under Users & Key Personnel
Users who access Firm Verify via SSO login are now visible in Firm > Users alongside Key Personnel. Previously, the Users & Key Personnel screen only displayed Key Personnel records.
From the Users tab you can now:
- View all users and Key Personnel in a single consolidated list
- Edit user details and update training records for any user
- Manage training assignments and view training completion status per user
Live Chat
A Live Chat button is now available in Firm Verify so you can contact the BGL support team without leaving the platform.
The Live Chat button is available:
- In the top navigation bar, alongside other header icons
- Inside all modals where the main navigation bar is not accessible
Select the button to open a chat window and connect with the support team directly.