Compliance & Governance
Automated controls to confidently meet regulatory, legal, and records governance requirements — with transparency and auditability.
Program Controls
Operationalize policy with automation
- Policy‑based retention schedules with exceptions and overrides
- Legal holds with custodians, scope definitions, and notifications
- FOIA/Open Records workflows with search, review, and export
- Defensible deletion with documented criteria and audit trail
- Comprehensive auditing for access, admin actions, and exports
Regulatory Frameworks
Alignment and evidence
SEC/FINRAMiFID IIHIPAAFOIAFISMACJISGDPR/Privacy