July 16, 2020

illumis Compliance Product Updates — June

We’re continually updating our political contribution monitoring platform to better serve our customers. We’re excited to share five updates we added to the illumis platform in June:

Share Out Records From the Platform via Email: You can now easily email records directly to colleagues from the illumis platform to save you and your team time as you communicate.

Multiple User Comments on Records: Your team can communicate directly on records by leaving comments, which will be attributed to the team member that added them. A log of other actions has also been added to records, so you can see when statuses were added, or if the record was shared via email.

Custom Fields: Add custom fields (like employee ID or employee email) to any employee in the illumis platform. These can be added with a bulk import or added and edited on an as-needed basis. Users can customize the fields within the platform itself.

Search with Strict Last Names: You can now set strict last name searches in order to help filter out potential false positives in results.

Dashboard Sorting: Sort records on the dashboard by name and date to assist with your team’s workflow.

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, please contact us using the form below.

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compliance updates
Pay-to-play regulations (and associated risk) doesn’t simply turn off during the off-election years.
compliance updates
Fact: political contributions are on the rise.
compliance updates
Political activism is at an all time high. And with it? The pay-to-play risk for financial firms who rely on government contracted work. As the number of state and local pay-to-play rules increase, so do the number of stipulations compounding the complexity for firms potentially already struggling with the risk of violation. Not only do firms have to worry about complying with commonly known federal regulations like the SEC and FINRA pay-to-play rules, but also additional, specific state or local rules.