Platform — Track record

Production track record.

Aggregate platform statistics for engagements delivered through Congruent Calculations — engagement counts, CMC artefacts produced, calculation control IDs registered, platform reliability. Operations-attested figures are available to institutional clients on request under standard NDA, alongside periodic third-party audit reports, latest penetration test results, and other governance evidence.

Battle-tested
since 2018
8+
Years in continuous production
000s
Certified Check My Calculation results issued Verified ยท reproducible
6
Productised Solutions the platform supports
QF
Congruent Quality Framework, third-party audited periodically

What the platform tracks

The Congruent Calculations platform has been in production since 2018 — battle-tested across the firm's productised Solutions. Since launch, the firm has issued thousands of certified Check My Calculation results to clients.

Every engagement registers a unique calculation control ID; every output is reproducible from its inputs, traceable to its methodology version, and auditable through the Congruent Quality Framework. Aggregate statistics — engagements completed, CMC artefacts produced, control IDs registered, platform uptime on a rolling 12-month basis — are maintained by the firm's operations team and refreshed on a quarterly cycle. Operations-attested figures, alongside periodic third-party audit reports and latest penetration test results, are made available to institutional clients on request under standard NDA.

Production scope

The platform supports the firm's six productised Solutions, each engaged on its own regulatory anchor and producing its own CMC variant. Sponsor Fair-Value Analysis — positioned within Advisory — is also platform-supported, with engagement-level CMC artefacts produced for each scheme.

Pension Sharing Order
Single-instruction CE valuations and pension-share valuations across matrimonial proceedings. Single Joint Expert appointments, instructed-expert work for one party, and litigation deployment. Per-engagement: a Pension Sharing Order CMC with court-ready disclosure structure.
Redress & remediation
DISP App 4 redress at scale across pensions, investments and complex retail products. Per-customer Redress CMC artefacts; aggregate sample-reproducibility documentation. Engagements range from small remediation books to multi-tens-of-thousands customer programmes.
Pension valuations
Sponsor-side pension liability valuation — buy-in / buy-out fair-value pricing and quantitative covenant articulation under the TPR Funding Code. Engagement-level CMC artefacts for each deliverable, with full audit-log traceability.
Sponsor Fair-Value Analysis
The DB retain-versus-transfer decision set on one comparable basis for sponsors, as a bespoke advisory engagement. Engagement-level CMC artefacts covering the joint position. Now positioned within Advisory; the platform produces the calculation outputs, the engagement around them runs at advisory register.
Value for Money
Pre-launch in line with CP26/1 commencement from 2028. Readiness-tier engagements scoping data maturity and governance for IGCs, GAA-equivalents and master trust trustees.

Platform reliability

Uptime

Operations-attested uptime figures on a rolling 12-month measurement are made available to clients on request. Scheduled maintenance windows are pre-announced and run during low-activity periods. Unscheduled downtime is logged with full incident reports available to clients on request.

Penetration testing

Periodic penetration testing. Findings are tracked through the firm's documented change-management process under the Congruent Quality Framework.

Business continuity

Documented BCP with regular tested fail-over to UK-located redundant infrastructure. RTO and RPO targets agreed at engagement-scoping for each retainer / subscription / outsourced engagement.

Quality and governance

  • Congruent Quality Framework — the firm’s internal quality discipline covering platform development, engagement delivery, document control, and methodology certification. Senior-led peer review on every engagement, aligned with TAS 100 and APS X2/X3, with periodic third-party audit.
  • FCA Claims Management Company authorisation — Firm Reference 831289.
  • ICO-registered data controller — registration ZA022408. Periodic SAR-readiness review. UK GDPR compliance baked into platform schema and audit-log architecture.
  • Bar Standards Board licence — direct counsel-instruction permitted; engagement protocols match the licence's operational requirements.
Cross-reference

For the platform's architecture, CMC™ convention, and four delivery models, see Congruent Calculations™. For schema documentation and the My Congruent portal, see Schema & portal. For the firm's regulatory authorisations and group structure, see Business information.

Independent verification

Track-record figures are available under NDA on request.

For institutional clients evaluating the platform — ahead of license, retainer, subscription or outsourced engagement — the firm provides operations-attested track-record figures, latest penetration test results, periodic third-party audit reports, and other governance evidence under standard NDA.