Move faster with a seamless collaboration experience
With Circit, client request lists are created automatically, everything's organised in one place, progress is clear and a sense of calm sets in.
Collaborate & Connect
Improving the clients’ experience
Circit brings together everything you need to manage client communications and PBC request lists all in a single platform.
required and every request to action with clear timelines for delivery.
Delivering Real Value
Exceed client expectations and Drive Efficiencies
Circit’s powerful insights and reporting into every aspect of the engagement at a client entity level and across your entire firm lets you see where client value can be enhanced and improvements made.
Reduce overruns with timely insights
into where time is being spent
Eliminate ambiguity in closeout meetings
with detailed reports
Improve client collaboration with a tech
savvy way to work
Back and forth with clients is currently a “black hole” of interactions. Circit streamlines the process and gives you new insights and learning to create time savings each year.
Remove reliance on spreadsheet trackers
Download a client insights report to review where time was lost and deadlines not met
Save time with year-on-year automatic
roll forward of request lists
Anywhere, on any device
Get visibility on all client engagements in one place
A central platform for collaboration with every client, across the entire firm. Circit gives instant insight into the performance of all clients and audit teams. Here’s how it works:
automatically from the prior year.
TRUSTED BY FUNDS PROVIDER ACROSS THE GLOBE
Here is what our clients have to say:
Security and compliance at the core
Circit’s platform meets the highest international security certification ensuring confidentiality and file integrity. All content is encrypted in transit and at rest with world-class encryption and key management techniques along with a one-time AES-256 symmetric key.
Our focus on security protects your clients’ highly sensitive data in the most robust way.