Dacreed

Overview

Dacreed is a cloud compliance management and professional development platform built for regulated sectors. The software automates continuing professional development (CPD) tracking, policy attestations, custom registers, and audit-ready reporting to replace spreadsheets. By providing real-time exception reporting and automated reminders, Dacreed ensures organizations maintain regulatory readiness for authorities like the Financial Markets Authority (FMA).

What it does

• Automates regulatory policy attestations with timestamped digital audit trails.
• Tracks continuing professional development (CPD) hours and bulk uploads team training events.
• Provides real-time exception reporting dashboards to identify compliance gaps instantly.
• Manages customizable compliance registers for complaints, gifts, and conflict of interest tracking.

Who it's for

• Financial Advice Providers (FAPs)
• Financial Institutions & Insurers
• Compliance Managers
• Private Training Establishments (PTEs)

Why it works

• Eliminates reliance on fragmented spreadsheets and manual email chasing through automated workflows.
• Provides audit-ready evidence and timestamped reporting for regulatory monitoring visits.
• Combines CPD learning content distribution alongside regulatory compliance management in one platform.
• Offers flexible multi-year professional development planning tools for individual staff career pathways.

Founder story

Dacreed was founded by Dennis Murray in Auckland, New Zealand. Operating within the Profsee family of businesses, Murray and the leadership team set out to solve the manual burden and high operational costs associated with tracking regulatory compliance and professional development. They built Dacreed to replace spreadsheets with real-time audit readiness.

Alternatives

• ComplySci
• StarCompliance
• Compliancy Group
• MyComplianceOffice

Comparison overview

• Dacreed combines regulatory compliance tracking with continuing professional development (CPD) and career pathway planning.
• Compared to traditional compliance engines, Dacreed offers integrated learning partner content alongside real-time exception reporting tailored for regional financial service standards.