December 17, 2020

illumis Compliance Product Update: Workday Integration & Zero Records Filter

We’re continually updating our political contribution compliance platform to better serve our customers. We’re excited to highlight the most recent additions in our latest feature update.

Workday Integration. We’re excited to announce our support for direct integration with Workday’s HR platform. If you’re currently using the illumis platform and would like to set this up, our team is happy to assist. This will allow you to set up reports that automatically keep your employee list updated for new hires and account for other changes across your organization. You can also use the integration to update more robust information into the platform. If you’re on a different HR platform, don’t worry - there’s a good chance we’ll also be able to support those soon.

Zero Records Filter. We want to make sure you can sort through the important data — and sort through it quickly. To help save time, you can now filter out your employee’s that don’t have any contributions associated with their name. In the monitoring section of the illumis platform simply check the box next to “Hide searches with 0 results” and click apply.

If you’d like to set up a time to connect with our team, shoot us an email at [email protected]!


compliance updates
We recently hosted a webinar around pay-to-play compliance with two experts on the topic—Ki Hong of Skadden, Arps, Slate, Meagher & Flom, and Heather Traeger of TRS, where we covered important, timely issues around the 2020 election. Given the complexity of pay-to-play regulations and potential severity of penalties for violations, as well as the historic political involvement in this election cycle, understanding and monitoring for these risks has never been more important.
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: