Minimize the time and effort needed to manage and monitor employees’ personal brokerage account activity. Intapp Employee Compliance manages the set-up and ongoing maintenance of your professionals’ trade data feeds and validates their trade activity. And with Intapp Employee Compliance, your employees’ transactions are automatically standardized into a normalized format — reducing human error and false positives and accelerating trade approval validation.
Intapp Employee Compliance: Managed brokerage feeds
Reduce human error and accelerate trade approval validation
Features and capabilities
Industry solutions
Offload maintenance burdens with automation
Set-up and managed brokerage feeds
Access direct API connections with hundreds of brokerage firms.
Ongoing maintenance of API feeds
Offload maintenance and the IT burden of resolving broken API feeds to the Intapp team.
Enrichment and data normalization
Receive data from different feeds in a standardized, easily comparable format.
Simplify validation of trade requests
Minimize data input
Get proof of transactions with direct API-based broker data.
Reduce false positives
Make faster and more accurate transaction comparisons with enriched data normalization.
Save time
Receive notifications of violations between trade approvals and broker accounts.
Increase productivity
Review and resolve with confidence, knowing your broker feeds are managed and maintained for you.
Schedule a demo of Intapp Employee Compliance
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