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


compliance updates

Pay-to-play rules and regulations, including the well-known Financial Industry Regulatory Authority (FINRA) and Securities and Exchange Commission (SEC) pay-to-play-rules, have become a focal point for compliance teams navigating the midterm elections in 2022. However, even in off years, or years with no major elections, for those firms who rely heavily on government contracted work, political contribution compliance can’t just turn off.

compliance updates

Ensure employees aren’t putting your firm at risk of reputational damage or costly violations by integrating a political contribution compliance platform into your tech stack.

compliance updates

The news is out! illumis, inc. is now a COMPLY company! We’re incredibly excited about the new opportunities and benefits, this brings for you, our customers, and our organization.