March 01, 2019

March 2019 Update: Address Filter And Preclearance

Preclearance lists
You can now integrate preclearance data into illumis. Use the Preclearance tab to add and store contribution requests to the platform, helping keep your workflows streamlined and centralized, and easily share data across the team.

In the next few months, we’ll be adding additional functionality to automatically match pre-cleared contributions directly to records detected, letting you quickly and easily reconcile records in the platform.

Exclude contributor addresses and employers
Customers can now exclude false positives using address or employer information on the record. For example, if you’re monitoring a common name like Andrew Allen, and know the Andrew Allen in Westbury isn’t the person you want results for, you can set up a filter to remove results for addresses in that city. Here’s how:

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


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.