THE MANAGEMENT CHALLENGE
PARTNA | THIRD PARTY CONDUCT RISK SOFTWARE
Third party conduct oversight made easier
Partna helps financial institutions manage conduct risk arising from their partners’ practices and performance. Gain clear oversight while supporting your third parties to assess gaps, improve and report on their conduct.
Third-party conduct – your oversight responsibility
Accountability beyond your direct control
Your partners’ practices can expose your firm to conduct risk. How do you know whether agreed standards are met and concerns are addressed, while preserving vital partner relationships? Scattered assessments and gaps in evidence and data make it even harder.
Gain stronger oversight with less chasing
Partna helps you manage your firm’s conduct risk while supporting your partners to assess TCF gaps, provide evidence, improve and report on their conduct. Consolidated assessments and performance data give you clear oversight to focus attention and follow through.
Partna helps leaders answer:
Which partners expose us to conduct risk?
Are partners’ conduct controls effective?
Are agreed service and performance standards met every month?
What evidence supports partners’ assessments?
Can partners demonstrate fair customer outcomes?
Which partners need support to improve?
Is partner performance improving over time?
Stronger partner practices. Lower conduct risk.
Partna guides your third parties to assess their fairness practices, save evidence, address gaps and report on conduct metrics. Your firm gains visibility of partner performance and progress, helping you identify and manage conduct risk across your network.
WHAT PARTNA GIVES YOU
Easier oversight of partner conduct
Partna guides your partners to assess and improve their practices, and saves you time and effort while giving your firm the evidence and performance insights to manage third-party conduct risk.
HOW PARTNA WORKS
Two ways to strengthen partner conduct oversight
Choose Partna Practice to assess and improve TCF-aligned conduct practices. Choose Partna Metric to monitor service level and conduct performance. Use both for stronger oversight and conduct risk management.
For partners to assess and improve their TCF-aligned conduct practices
- Set conduct expectations
Select from a robust list of TCF conduct practices and add others you require your partner to meet. - Guide the assessment process
Partners assess their status while being supported with guidance on recommended evidence. - Establish gap ownership
As each partner identifies a gap, the system requires a responsible owner and target closure date.
- Remind and escalate
Partna sends reminders and escalations if necessary so you don’t need to chase up on partners. - Partner reports and roll-up reports
Each partner can pull their own reports while you receive consolidated reports across all partners. - Track change over time
Partna shows how partners improve or slip back over time and where partner attention is needed.
Monitor third-party service levels and conduct performance
- Set the metrics that matter
Choose conduct and service metrics suited to your partners and your oversight priorities. - Configure reporting cycles
Set ownership, reporting frequency, start date and, where desired, the context of each metric. - Set thresholds for RAG reporting
Define red, amber and green thresholds for heat-map reporting and performance issue flagging.
- Collate recurring results
Partna gathers results from metric owners monthly, quarterly or at the reporting frequency you require. - Identify and report exceptions
For below-threshold results, Partna requires reasons and corrective action and shows these in reports. - Monitor trends and improvement
At any time, review partner performance, emerging patterns and conduct improvement over time.
Primary Partna users
Review third-party practices, evidence and performance. Identify conduct concerns, challenge weak responses and provide management with a clearer view of where attention is needed.
See recurring issues and differences across partners. Use consolidated reporting to prioritise engagement, review service performance and focus resources on the areas requiring improvement.
Assess practices, submit evidence and report results for their own business. Partners can use their own reports to prepare for reviews and identify where they need to improve.
Testimonials
“We have been working with Samantha and her team at Brilliance since 2015, to provide unique solutions for our business as cell captive insurer. They excellently enable us to have more effective oversight over all our third-party cell owners.”
Guardrisk, Executive
PACKAGES AND PRICING
Choose the Partna that fits your needs
Partna Practice
Third-party conduct assessment and gap management
Suitable for
Firms that need a structured way for their third parties to assess and improve their conduct practices, provide supporting evidence, and take responsibility for identified gaps – while giving the host institution clear oversight across its partner network.
Includes
- Guided partner TCF and conduct-practice assessments
- Practice statements and ratings customised to your business
- Practical guidance on suitable evidence documents
- Supporting evidence repository
- Responsibility and target dates for identified gaps
- Automated gap-closure reminders
- TCF and Conduct Practice Scores for each partner
- Standard reporting across your authorised partners
- Role-based host and partner access
- Optional weighting of Market Conduct themes
- Consolidated management reports
Partna Metric
Third-party conduct performance monitoring and MI
Suitable for
Firms that need structure, recurring oversight of conduct and service performance across their third party network. Partna Metric gathers results from partners and produces regular MI showing exceptions, trends and areas requiring attention.
Includes
- Guidance to select relevant conduct and service metrics
- Themes and metrics configured to suit your partner network
- Separate, secure partner access to their own information
- Direct manual result capture and structured uploads
- Metric ownership, update cycles and automated reminders
- Agreed thresholds and RAG heat-maps
- Explanations and corrective action for below-threshold results
- Individual partner performance reports
- Consolidated reporting across your partner network
- Exceptions, trends and movement over time
- Performance scores by partner, conduct theme or TCF outcome
Pricing note
Both Partna Practice and Partna Metric are priced according to organisational size and scope, with pricing structured differently when a client takes both.
Subscription fees are quoted in Rand, and are based on the selected package, optional capabilities and number of users.
The per-user rate reduces as user numbers increase
If required, API integration is scoped and priced separately.
APIs are optional – not a prerequisite
Use the right input method for each metric
Partna Metric works with direct human capture, making it suitable where a system source cannot be connected or where the cost, time or priority does not justify an API.
Where integration is feasible, scoped APIs can bring selected results from existing systems or databases into Partna Metric.
Custom development with SaaS
One of the unique differentiators of Brilliance software is the combination of all the benefits of software-as-a-service along with all the advantages of custom development.
When clients have an important business requirement they wish to add to their Partna Practice or Metric, Brilliance can scope, design and develop additional highly-tailored features.
Built for your success
Brilliance systems are custom-fitted to your business from day one. To save you time and effort, we do the custom setup for you, configuring our systems to fully suit your business structure and products.
Brilliance applies data-protection controls aligned with POPIA, together with advanced cloud security and robust encryption to mitigate risk and safeguard client data.
Our SaaS scales smoothly for firms of all sizes — from five to over 5000 users. Designed to grow with your business, we maintain high performance and reliability as your needs expand.
Every product comes with thorough onboarding and rapid support. Our helpdesk resolves most issues in under an hour and always within 24 hours. Tailored training sessions are available on request.
Brilliance ensures seamless, reliable service with full maintenance, updates, and 99.9% office-hours uptime, backed by a decade of proven dependability. You focus on your business — we handle the rest.
Designed for ease, our SaaS works independently without needing integration. It supports data uploads and offers optional API development if proprietary integration is required.
Software implementation timeline
Selection of suitable practices or metrics
Confirm structure and user details
We configure and set it up for you
Users receive training and start
Implementation timing could be one week or more depending on the configuration and any custom development requirements.
Cyber security and data protection
Partna is supported by Brilliance’s SaaS security and data-protection controls. Review the dedicated page for details on hosting, access control, data protection, resilience and related safeguards.
Know where your third-party conduct risks lie
See how Partna helps you identify risk, support partner improvement and demonstrate active COFI-aligned oversight across your network.