October 01, 2018

October 2018 Update: Jurisdiction Filter

Jurisdiction View
illumis has always allowed you to monitor all of the political contributions made on a name-by-name basis - with data covering all 50 states, major cities and counties, and federal contributions, and updated daily.

One frequent request by our users has been for an easy way to look at the contributions in just one jurisdiction. Now, instead of having to pan through a list of employees to see the contributions that might be relevant, you can pull up a jurisdiction easily and see if it contains any relevant contributions for your firm.

Please Note: This post was updated in June 2020 to reflect our company’s new name: illumis


compliance updates
David Lombardy recently launched his own regulatory and compliance consulting firm, Pillar Compliance Group, to assist investment managers with the development, implementation, and ongoing monitoring of their compliance programs. In reviewing the regulatory environment around pay-to-play compliance, he saw the value in using illumis’ political contribution monitoring platform to provide the best risk coverage available for his clients.
compliance updates
For the last few months, Blucora – a FinTech company providing software solutions for wealth management and tax preparation – has waged a war against Ancora, an Ohio-based investment advisor who had acquired a minority stake in the company and sought to reconstitute Blucora’s board.
news
We are excited to announce that illumis has been named “Best RegTech Startup” in the 2021 FinTech Breakthrough Awards! The award recognizes our creativity in mitigating operational risk related to political contributions and pay-to-play risk.