How it works
One controlled record from intake to examination.
ThirdNexa supports a practical third-party risk lifecycle built for financial services compliance teams.
- 01
Vendor added
Capture legal name, service owner, criticality, data access, systems access, and the services provided.
- 02
Risk assessed
Document inherent risk factors and the firm's rationale without silently determining an outcome.
- 03
Due diligence
Send a questionnaire or document an internal review using evidence supplied through a vendor trust portal.
- 04
Review and approval
Record findings, remediation, recommendations, conditions, and the authorized firm decision.
- 05
Ongoing monitoring
Track evidence expiration, contract notice dates, open work, and the next review due date.
- 06
Exam response
Generate a reproducible evidence pack with the inventory, reviews, findings, contracts, and document index.
Works with Claude and ChatGPT
Your vendor records. Your preferred AI assistant.
Connect ThirdNexa through the Model Context Protocol (MCP) to search vendors, view risk profiles, check review deadlines, and read open findings and recorded Regulation S-P contract clause statuses.
Ask about the work already in your records
“Which vendor reviews are overdue or due in the next 30 days?”
“Show open findings and remediation details for my vendors.”
“Show recorded Reg S-P contract clause gaps for my vendors.”
Example questions, not customer data or generated answers.
- Sign in and approveAccess is limited to firms you can access in ThirdNexa.
- Queries recordedEach query is recorded in the relevant firm's activity log.
- Read-only by designNo edits or approvals. Your firm records every decision.
Recorded statuses are not compliance determinations or legal advice. Claude and ChatGPT are third-party services; connector availability depends on their plans and settings. Review their data policies before connecting.
See it with your own vendor program.
We'll focus the conversation on your firm, team, and current process.