Compliance Attestations and Certifications
Run annual certifications and ad-hoc attestation campaigns with automated distribution, electronic signatures, completion tracking, and overdue escalation — all in one place.
Unlimited
Campaigns
Electronic
Signatures
Built-in
Tracking
Chasing Signatures Wastes Your Most Valuable Resource
Compliance officers spend weeks every year tracking down missing attestations.
Annual compliance certifications are a regulatory requirement, not a nice-to-have. Yet most firms still manage them through email and manual follow-up. When examiners ask for proof that every employee acknowledged the Code of Ethics, you need a complete, auditable record — not an inbox search.
How It Works
From campaign launch to complete certification
Launch a Campaign
Create an attestation campaign targeting specific employees, teams, or the entire firm. Set deadlines and reminder schedules.
Automated Distribution
Employees receive email and in-app notifications with a direct link to review and sign the attestation document.
Review and Sign
Employees read the document, confirm understanding, and apply their electronic signature with a timestamp.
Track Completion
Monitor completion rates across the firm. Automated reminders notify employees as deadlines approach.
Key Capabilities
Everything for managing compliance attestations
Annual and ad-hoc certification campaigns
Completion analytics dashboard with trends
Automated reminders at 30, 7, and 1 day before deadline
Electronic signature capture with timestamps
Policy acknowledgment and training completion attestations
Historical attestation records for exam readiness
Bulk campaign management
Exception tracking and escalation workflows
Regulations Covered
Meet attestation requirements across frameworks
Ready to transform your compliance workflow?
Be among the first to experience AI-powered compliance technology.