Setting Up Tasks

Background regulatory information is provided for each recommended compliance task.

Completing a Task

By adding notes, uploading files and completing a task, you create a seamless audit trail.

Viewing Your Activity

The activity tab shows you all of the recent activity on your calendar.

HedgeOp Compliance - ComplianceTrak Interactive Compliance Calendar

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ComplianceTrak's interactive compliance calendar let's you organize your compliance program so that you have everything in one place.


ComplianceTrak will recommend compliance tasks to you based on your logic profile. Each of these tasks contain detailed regulatory background information.
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We know that you're busy and sometimes compliance falls to the back-burner. That's why we built automated email reminders into the ComplianceTrak calendar so that you are reminded of compliance tasks before they occur. Past due reminders will even notify you each day that a particular task is overdue.
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The calendar allows you to mark tasks as completed, add detailed task notes and upload documents so that a compliance audit trail is created for you. The Excel export functionality let's you generate detailed reports from your calendar whereas the document library organizes all of your compliance documents for easy retrieval.
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