Attestation and declaration management
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.
Track past conflicts decisions and produce reports to protect your firm’s reputation.
Review, update, complete, and audit required documentation and decisions.
Make compliance easier for partners and employees with a single destination for reviewing firm policies and entering outside business interests.
Support timely action, provide quick access, and send reminders of firm policy to partners and employees.
Complete required declarations and firm documents in a single location.
Generate periodic or ad hoc reports and audits by filtering and configuring data as needed.
Provide a comprehensive history for use by firm management, clients, regulators, and others.
Create decision workflows based on firm policy and create role-based access controls.
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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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