Optimize your Compliance Program with CLEAR Compliance®
Click on the computer below to watch an overview of CLEAR Compliance®
CLEAR Compliance® is IMP Consulting’s patented—and the industry’s first—cloud-native platform purpose-built for investment compliance. It is designed to manage the full lifecycle and ecosystem of both regulatory and non-regulatory requirements. By combining advanced AI-powered technology with IMP’s deep domain expertise, the platform streamlines and accelerates compliance initiatives, delivering efficient, scalable, and transparent solutions.
Key Features of CLEAR Compliance®:
Cloud-Based & AI-Enhanced: The platform leverages artificial intelligence to automate and optimize document extraction, compliance workflows, reducing manual effort and increasing accuracy.
Transparency & Adaptability: CLEAR Compliance® delivers fully transparent solutions that are adaptable to each firm’s unique regulatory and operational requirements.
Comprehensive Support: It supports a wide range of compliance support functions, including:
Pre-trade and real-time investment compliance analysis
Rule review, coding, and testing
System/API integrations and customizations
Reconciliation of compliance data
Drift analysis of compliance data
Remediation & Outsourcing Solutions: The platform also helps firms address unexpected issues like trade errors or manual process breakdowns, and offers outsourcing support for tasks such as source documentation review (Investment Management Agreements, Investment Guidelines, Prospectus, SAI, etc.), rule onboarding, and periodic compliance health reviews
CLEAR Compliance® is part of IMP’s suite of services offerings and has been validated through a successful SOC 2 Type 2 examination, underscoring its commitment to data security and operational integrity.
Through the use of our patented CLEAR Compliance® cloud based technology & AI solutions, our experts accelerate your projects and programs and implement long standing adaptable solutions for your firm that are fully transparent, so you can focus on your core business. We offer three types of solutions:
Whether your firm is transitioning to, from or between Bloomberg, BlackRock, Charles River, or other systems, IMP can help organize and execute your project based on your firm’s requirements. Automated compliance systems require specialized knowledge to accurately capture and code rules and ensure optimum system performance. IMP experts have experience in all of the market-leading systems to accelerate your project in the following areas:
Project management & business analysis
Pre-trade and real-time investment compliance
Rule review, coding, and testing
Systems/API integrations & custom development
Reconciliation of compliance data
Project Solutions
Remediation Solutions
Sometimes the unexpected happens, trade errors can occur, and manual processes can breakdown. IMP has helped dozens of firms with remediation solutions. Now, with our proprietary technology, IMP experts can leverage AI to provide proven transparent solutions customized to solve your challenges.
Lever your own expertise with AI to speed up IMA reviews and rule inventory
Organize a requirement centric program, whether it’s a rule or interpretation
React and remedy trade flow interruptions more rapidly and more accurately
Lift manual requirements into fully automated workflows and intelligent alerts
Outsourcing Solutions
IMP can facilitate critical components of your investment trading compliance program that need attention the most. This can include IMA / Prospectus Reviews and extractions, account and rule on-boarding, quarterly or annual review support, and more. With our outsourcing solutions, we give our clients full transparency and access to IMP experts and our cloud based platform.