January 01, 2019

January 2019 Update: Company Filtering & Auto-Populate Nicknames

Auto-populate nicknames
Adding common nicknames to searches helps ensure you’re not missing any important contributions. When you add or edit an employee, you can now auto-populate common nicknames to be included in your search. You can also remove or edit nicknames that aren’t relevant to your search.

Filter company search results
One point of feedback we’ve received is that users would like to reduce potential false positives by adding a filter to Company searches. To prevent potentially incorrect variations of entity and employer names from a search, click to edit the company search and then add exclusions.


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.
news
We are excited to announce that illumis is now officially SOC 2 certified.