Save time by streamlining reviews, monitoring, and reporting

Set the standard of compliance

Paragon Data Labs offers an intuitive, cloud-based compliance software solution for financial firms. Our flagship solution, Paragon™, is highly scalable and adaptable to your firm’s compliance needs and the regulatory changes. 

Stay ahead of potential conflicts of interest and identify misconduct with your compliance data in a centralized place. Our platform is powerful in providing alerts, reminders, reports, and visualizations.

Remove complexity of broker feed connections

Paragon resolves the burden of getting broker feed connections established and partners with you to ensure feeds are properly set up. Employee broker feeds are captured through direct and API-based feeds, providing ample broker feed coverage. Our platform compiles all transactional and portfolio information your firm needs to follow regulatory requirements.

Reduce valuable work hours spent on manual, repetitive tasks

Say goodbye to tracking compliance tasks in spreadsheets and re-creating attestations every year. Paragon tracks employee compliance obligations and sends out automated reminders when upcoming tasks are due. Approval workflows can be configured based on organization hierarchy or customized based on firm compliance procedures for different disclosure types.

Establish impactful reporting and monitoring efforts

Get audit-ready data instantly. Paragon offers on-the-fly reporting within the platform for rapid report and visualization creation. Our software allows your compliance team to connect the dots between employee activity across the platform allowing your firm to quickly identify and stay ahead of potential conflicts of interest.

Improve employee experience

Paragon is an intuitive platform providing a streamlined experience not only for compliance teams, but for firm-wide employees. With our enterprise-ready integration, employees can use single sign-on (SSO) to access the platform. Pre-approval trade requests and disclosures are straightforward and quick with our dynamic form capability.

Refresh your compliance program with a platform tailored for your firm’s needs and regulatory requirements