My coworker and I were just talking and we would love if there was a Compliance tab.  It would be great if it pulled data from across AdvisorEngine that we already have in addition to a few other pieces of information.

Existing data that would be nice to easily reference would be date became a client, date of termination, reason for termination, record address state (for notice filing information), and AUM.

New data fields I would request include trusted contact information (a grid like Informational Contacts would be nice), date trusted contact last updated, a checkbox for if they have a DPOA, a checkbox for if the firm has custody of funds, client type for ADV filing... and that's all I can think of off the top of my head, but I know there's more.

I think it'd be a really helpful tool for proactive compliance if AE could help present the data rather than making a million custom fields and tags and having spreadsheets for everything.  And then it also could make a really great Dashboard for CCOs, too.