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.


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.