Attestation and declaration management
Proactively reduce risk with centralized visibility into your partner's and employees’ outside affiliations and personal investments
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Risk and compliance solutions
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.
Simplify attestation and declaration management with Intapp Employee Compliance
Gain a single destination for declaring and monitoring outside business activities
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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Intapp Intelligent Cloud
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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