May 14, 2020

Match Records with Preclearance Requests

We’ve been working closely with our customers to build a more streamlined political contribution monitoring system. Today, we’re excited to introduce the newest release on our political contribution monitoring platform: preclearance record matching.

illumis’ monitoring platform already covers the broadest range of political contribution data available. And easily comparing covered associates’ preclearance requests to contribution records has always made intuitive sense. Now, it’s possible. You can match request records from employees with the political contributions they’ve made - and keep all of these records in one place.

If you already use illumis’ built-in preclearance system for preclearance requests, you won’t need to change anything. And if you are using another system for preclearance, we can match up that data to allow you to do reconciliation seamlessly in the platform.

Tying together these separate data flows eliminates the time-consuming process of bouncing between spreadsheets or between compliance systems and assures no record slips through the cracks. You’ll save time and keep better records.

The illumis monitoring platform already automates manual tasks, provides customizable workflows and unlocks the most comprehensive and accurate campaign finance data available. Reconciling requests to records adds another tier of automation and accuracy – giving your team the information you need to know, when you need to know it.

We’d love to share more, and see if the platform might be a good fit for your team. If you’d like more information or a demo of the platform, please contact us using the form below.

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

Request a trial


compliance updates
Last month, Compliance Week highlighted some of the compliance considerations for investment advisors (and other regulated firms) around the 2020 elections in a piece headlined “SEC ‘pay-to-play’ enforcement surge projected in 2021”. The article notes that tomorrow’s elections have spurred a massive wave of contributions - and are likely to also trigger a new wave of SEC enforcement.
compliance updates
Last month, Compliance Week highlighted some of the compliance considerations for investment advisors (and other regulated firms) around the 2020 elections in a piece headlined “SEC ‘pay-to-play’ enforcement surge projected in 2021”. The article notes that tomorrow’s elections have spurred a massive wave of contributions - and are likely to also trigger a new wave of SEC enforcement.
compliance updates
We’re continually updating our political contribution monitoring platform to better serve our customers. With the election around the corner, we’re excited to introduce our latest feature update: