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
Per-person waivers with a recorded reason
Regulations Covered
Meet attestation requirements across frameworks
Ready to transform your compliance workflow?
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