Employee compliance reengineered around how you really work.
New-age technology meets decades of compliance expertise to deliver the integrated Code of Ethics platform both you and your employees deserve. Be among the first to use Skematic’s new Code of Ethics solution — with exclusive pricing and direct input into the product roadmap.
Customers hoped we’d build this. Competitors hoped we wouldn’t.
Skematic is launching a smarter, more seamless approach to your code of ethics administration, built directly into the same platform trusted by 200+ firms for compliance program oversight.
No more disconnected tools or duct-taped modules. This is employee compliance reimagined — combining firm, team, and employee compliance into a single, intuitive experience.
With Skematic, firms can finally manage everything from one system — where everything flows together the way it should.
Not “Just Another” Code of Ethics Tool
We know what we’re doing.
Our founding team worked directly with (and for) the legacy systems you’re probably using today — and then started over to fix everything they got wrong.
A fully interconnected experience.
Truly integrated workflows that bring your entire compliance world into one experience — not separate modules thoughtlessly stitched together.
Modern tech, meaningful advantages.
Direct API feeds from major brokers mean faster, more secure data — not flaky SFTP transfers or unreliable scraping.
Real support from industry vets.
Work directly with former compliance officers and people who have been in the RegTech space for decades.
Employees won’t hate this one.
The UI is modern, intuitive, and easy to use — because compliance doesn’t work when people avoid the system.
Designed to scale with your firm.
API-first architecture means Skematic adapts as your tech stack evolves — and becomes your constant source of compliance truth.
Why Join the Program?
The Early Adopter Program is your chance to work directly with the team that helped shape the first generation of compliance tech — and is now reimagining it for the modern era.
You’ll get immediate access to a fully functional, production-ready platform and direct input into shaping what comes next. We’re partnering closely with early adopters to build the product they’ve always wanted — backed by the technical know-how and industry experience to deliver it right.
Get in On Our Lowest Pricing Ever.
Get in on our lowest pricing ever. Available only to early adopters before general release.
Help Drive the Product Roadmap.
Work side-by-side with seasoned RegTech veterans and former compliance officers to help drive the roadmap.
Want to Learn More?
Early Adopter Program Pricing
Employee Compliance Subscriptions
Basic
$5,000
$1,000
20
What’s Included:
- Employee Trade Surveillance
- Digital Certifications
- Employee Pre-clearance & Disclosures (Out of the Box)
- Up to 2 compliance admin seats
Standard
$10,000
$2,000
50
Includes Everything in Basic Plus:
- Custom pre-clearance & disclosure categories
- SSO
- Up to 5 compliance admin seats
Premium
$20,000
$2,000
150
Includes Everything in Standard Plus:
- Up to 10 compliance admin seats
What’s Included
Digital certifications that make it easy for employees to see and change what’s on record.
Automated distribution, tracking, and follow-up for all employee attestations eliminating spreadsheet chaos and ensuring nothing falls through the cracks.
- Regulation mapping
- Policy-to-procedure connections
- Related document linking
- Control framework organization
Configure pre-clearance and/or disclosure workflows to your program policies.
Streamlined request and disclosure workflows with intelligent routing and automated approvals based on custom rules — no more messy email chains. Plus, set up is configured to your policies so your employees will only see what’s relevant.
- Multi-stage routing and approval workflows
- Greater customization than any other provider
- Simple submission interface for employees
- Communicate directly from the system, or attach emails and supporting documents
Setting up feeds is as easy as setting up your Venmo account.
Real-time monitoring of personal trading activity through direct API connections with all major brokers, flagging violations and potential conflicts.
- Direct API integrations with brokers
- FactSet securities master
- Feed status transparency
- Robust violation flagging and case creation
Firm, team, and employee compliance that speak to one another.
Tie employee activities directly to your compliance program – policies, procedures, cases, and reporting – all in one interconnected platform.
- Trade violations can auto-create cases
- Pre-clearance requests can link to sections of your Code of Ethics
- Regulatory reporting that provides an end-to-end view of your program administration
- Certifications linked directly to compliance manuals.
FAQs
Both. The solution fully integrates with your existing Skematic platform (if you’re already using us for program and workflow management) but also works as a standalone product.