Your advisers advise.
We handle the rest.
Upload your calls and case files. Set your own compliance rules. Lodestar FS runs every check — so your case managers know exactly where the issues are.
How it works
Three steps.
Zero disruption.
The platform fits your existing workflow. No new tools for your advisers to learn.
Upload
Upload your adviser telephone calls and case documents into the platform. Files can be added individually or in bulk — however your firm works.
Set your rules
Define the compliance checks that matter to your firm. Check what advisers should have said, flag what they shouldn’t have, and cross-reference between calls and documents.
Review results
The platform runs every check and flags the issues. Your case managers get clear, actionable findings — specific problems with context, not vague alerts.
Why Lodestar FS
Built for firms that take compliance seriously.
Your rules, your way
Every firm has its own compliance standards. Lodestar FS lets you define exactly what good looks like — from specific phrases advisers should use, to checks between what was said on a call and what's in the suitability letter. Fully customisable, completely under your control.
Catch what manual reviews miss
Manual file reviews sample a fraction of cases. The platform checks every file against every rule you've set. No gaps, no guesswork.
Reduce regulatory risk
A systematic, auditable compliance process that demonstrates your firm takes its obligations seriously. Not a spreadsheet and a prayer.
“We went from reviewing a sample of files weeks after completion to checking every case against our own rules. It's a different level of confidence.”
Compliance lead — Mortgage & protection advisory firm
See it in action.
Book a 30-minute demo — we'll use your real workflow, not a generic presentation.