Code of Ethics Compliance That Finally Works the Way You Do
Skematic modernizes employee compliance with direct broker APIs, automated workflows, and a modern interface your team will actually enjoy using. Manage preclearance, disclosures, certifications, and trade monitoring — all in one unified, audit-ready system.
Certifications & Attestations
Ensure every certification is completed — on time, every time.
- Configurable templates aligned to company policies
- Automated reminders and tracking dashboards
- Digital signatures and immutable records
No chasing. No spreadsheets.
Preclearance & Disclosures
Speed up approvals without sacrificing control.
- Custom forms for trading, OBAs, G&E, private placements, and political contributions
- Configurable workflows to auto-approve or deny that mirror your company policies
- Automated routing for single- or multi-step approvals
- Detect potential conflicts of interest before they become compliance concerns.
- Centralized logs with full version history
One place for every request, every approval, every record.
Personal Trade Surveillance
Trade monitoring that actually works — and keeps working.
- Continuous data feeds via direct APIs with brokers
- Automatic historical data import on connection
- Real-time alerts and exception tracking
No broken feeds. No manual fixes. No surprises.