Training & Competence

Tracsmart was the UK’s first automated solution for managing the FCA’s Training and Competence (T&C) rules. Whilst remaining the UK’s market leader for T&C management, 20 years of continous development has enabled Tracsmart to become much more than a solution for managing T&C. Tracsmart is now a fully featured tool for managing competence in the widest sense.

Combining configurable templates for recording activity such as regular performance reviews, ‘on the job’ observations and appraisals, with the workflow and authorisation functionality to ensure things get done ‘to time and to standard’, Tracsmart can be relied on by central teams and senior managers alike to ensure competence is being both managed and evidenced. And for firms that take a risk based approach to managing competence, Tracsmart’s underlying rules based functionality can flex users’ activity based on performance and display this in a rich KPI dashboard.

And where firms have established systems in place for managing complementary processes such as testing and learning management (LMS), Tracsmart’s interface functionality is able to import and integrate this data into a single view of employee performance.

In short, whilst Tracsmart is the only system firms will need for managing a single set of needs such as T&C, it is so much more. From T&C to performance management and, continuing professional development (CPD), Tracsmart is the platform firms trust for managing employee competence in ‘the round’.