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Amoreg × RuleGuard

Amoreg reads the firm’s RuleGuard registers, policies, attestations and monitoring, so the compliance record and the conversation are one.

Book a demoAll integrations
Kind
Workspace integration
Connected by
The firm, through an admin
How
A service account the firm controls, through RuleGuard’s own tool catalogue
Access
Reads the firm’s RuleGuard records

What Amoreg does with RuleGuard.

  • 01

    Registers, read in place

    Breaches and incidents, gifts and hospitality, conflicts, personal account dealing, complaints and SM&CR records.

  • 02

    Policies and attestations

    The policy library, attestations and the compliance monitoring programme, read as sources.

  • 03

    On the firm’s account

    A service account the firm controls connects once for the organization; nobody’s personal login is involved.

Ask in plain words. Tag @RuleGuard.

Mention it in any chat and Eve reads what the request needs, cites what it used, and asks before anything that sends.

How it connects. The firm, through an admin.

  1. 1An admin opens Compliance, then Integrations, and connects RuleGuard.
  2. 2A service account the firm controls, through RuleGuard’s own tool catalogue.
  3. 3Every member’s Eve can use it; the credential is stored encrypted and never shown again.

Who connects RuleGuard. Firms like these.

It comes up most around compliance monitoring programme, beneficial owner and fit and proper.

For compliance teamsRegulatory change, from first notice to closed file.
For MLROsAnswers with sources, sign-offs on the record.
For financial institutionsEvery regime you answer to, scoped and cited.

Questions.

Who connects RuleGuard?

An organization admin connects RuleGuard once, for the whole firm. It stays with the firm when people leave.

What can Amoreg see in RuleGuard?

Reads the firm’s RuleGuard records. A service account the firm controls, through RuleGuard’s own tool catalogue, so Amoreg reaches no more than that connection allows.

Does Amoreg change anything in RuleGuard on its own?

No. Eve acts only when someone asks, and anything that sends email waits for that person’s approval of the exact message.

Where RuleGuard shows up. Across the platform.

Amoreg EveA senior compliance consultant in every conversation.
FindingsEvery gap, with its severity, the rule and a fix.
Command centerAdoption and compliance health, on one page.

More workspace integrations.

All integrations
SharePointAmoreg finds and reads the firm’s documents in SharePoint, only on the sites an admin granted, so policies and registers ground every answer.Workspace, or as your own pluginGoogle DriveAmoreg searches and reads the firm’s Google Drive through a service account that sees only the folders shared with it.Workspace, or as your own pluginOneDriveAmoreg searches, lists and reads files in OneDrive, connected once for the organization by an admin or by each person for their own files.Workspace, or as your own pluginiManage CloudAmoreg browses the firm’s iManage matters and documents with each person’s own permissions, finds precedents and reviews tracked edits.The firm, through an adminLaserficheAmoreg searches, lists and reads documents in the firm’s Laserfiche repository: policies, registers and correspondence, within the folders an admin allows.The firm, through an adminPlainSailAmoreg grounds compliance work in PlainSail, the trust and corporate administration platform: entities, ownership structures, risk and screening.The firm, through an admin