Gain visibility into and track your employees’ adherence to firm policy

Attestation and declaration management

Proactively reduce risk with centralized visibility into your partner's and employees’ outside affiliations and personal investments

Enhance your firm’s protection against financial risk and reputational damage by boosting compliance with your firm’s policies.

Intapp Employee Compliance streamlines the completion and collection of declarations for compliance teams — and makes it easier for your partners and employees to declare their outside business interests, including board of director seats, personal investments, and political donations.

Provide your compliance team with clear visibility and easy-to-create reports.

Simplify attestation and declaration management with Intapp Employee Compliance

Prove due diligence

Track past conflicts decisions and produce reports to protect your firm’s reputation.

Demonstrate compliance

Review, update, complete, and audit required documentation and decisions.

Boost employee confidence

Make compliance easier for partners and employees with a single destination for reviewing firm policies and entering outside business interests.

Achieving compliance with your firm’s policies — made easy

Effective governance of firm policy

Support timely action, provide quick access, and send reminders of firm policy to partners and employees.

Simplified declaration and document management

Complete required declarations and firm documents in a single location.

Personalized reporting 

Generate periodic or ad hoc reports and audits by filtering and configuring data as needed.

An auditable system of record

Provide a comprehensive history for use by firm management, clients, regulators, and others.

Fully configurable workflows

Create decision workflows based on firm policy and create role-based access controls.

Automated trade pre-clearance

Use firm watch and restricted lists to automatically pre-clear trade requests.

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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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