One Dashboard. Every Client. Full Compliance.
You manage compliance for 3, 5, 10 firms. Stop juggling separate spreadsheets, duplicated policies, and scattered evidence across all of them. BlackSheep gives you one platform for your entire book.
Built for outsourced CCOs, compliance consultants, and multi-firm advisors.
Built by a CISSP with 20 years in financial services cybersecurity. 100+ RIA compliance programs built. 100% clean SEC exam record.
Managing compliance across clients is brutal
You know the drill. Every client is a separate world of policies, evidence, and deadlines.
Separate spreadsheets per client
A different tracker for every firm. Different formats, different drives, different versions. One update means opening five files.
Copy-pasting policies across firms
You wrote a great incident response plan. Now you need to customize it for each client. Update one, forget the rest. Repeat every quarter.
Evidence scattered everywhere
Client A's evidence is on Google Drive. Client B uses SharePoint. Client C emails you screenshots. The examiner asks for everything in one place.
Hours lost to manual reporting
Board reports, exam prep, compliance summaries. Manually formatted for each client. Every single time.
Built for how you actually work
Not a single-firm tool with multi-tenant bolted on. Designed from the ground up for consultants managing multiple engagements.
Multi-Client Dashboard
See every client's compliance posture at a glance. Switch between firms in one click. Know exactly who needs attention before they call you.
Policy Templates
Pre-built policy templates for every framework, auto-populated with each client's firm details. Customize per firm where needed. No more writing from scratch for every engagement.
Client-Branded Reports
Each client gets reports with their firm name, ready for their board or an SEC examination. You look like you have a team of ten.
Centralized Evidence Collection
One evidence library per client, organized by framework and category. When the examiner asks, everything is in one place. No more hunting across drives.
Full Framework Coverage
SEC Reg S-P, NYDFS 500, NIST CSF, DOL EBSA, FINRA, and SOC 2 readiness. All pre-mapped. Your clients get coverage across every framework that applies to them.
Role-Based Access
Your team sees all clients. Each client sees only their own environment. Isolate data, maintain confidentiality, control exactly who sees what.
The math works in your favor
Every hour you spend on manual compliance work is an hour you're not advising clients.
Spend your time advising, not assembling. Scale your practice without scaling your team.
How It Works
Connect Your Clients
Add each client firm to your dashboard. Each gets their own isolated environment with full compliance framework coverage. Ten minutes per client, not ten days.
Deploy Compliance Programs
Each client gets pre-built policies, risk assessments, and compliance templates auto-populated with their firm details. Customize where needed. Stop rebuilding from scratch for every engagement.
Monitor and Report
Track compliance health across your entire book. Generate exam-ready reports for any client in minutes. Spend your time advising, not assembling documents.
The regulatory pressure is real
And it applies to every client in your book. Not just one firm. All of them.
SEC Reg S-P — June 3, 2026
Every RIA client under $1.5B AUM must comply with the amended Safeguards Rule. Written incident response program, 30-day breach notification, vendor oversight. If any of your clients miss this, it's on the record.
NYDFS 500 Expanded Requirements
Amended 23 NYCRR 500 requires enhanced access controls, multi-factor authentication, encryption standards, and 72-hour incident reporting. Every client with NYDFS exposure needs an updated cybersecurity program.
Cyber Insurance Underwriting
Carriers are requiring documented cybersecurity programs, incident response plans, and evidence of ongoing compliance before issuing or renewing policies. Clients without a formal program are getting declined or paying double.
Never-Examined Advisers Targeted
The SEC is prioritizing examinations of firms that have never been examined, with emphasis on recently registered advisers. If any of your clients haven't had an exam yet, they're moving up the list.
Let's talk about your practice
Tell us how many clients you manage and we'll show you how BlackSheep works for consultants.