Streamline Delegated Authority.

Traditional delegation of authority is fractured. Static policy documents and authority matrix spreadsheets fail to ensure teams are aware of, acknowledge and adhere to established decision rights. Aptly clarifies delegated authority to empower teams, streamline business operations, reduce risk and improve governance.

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Good governance begins with clear delegated authority.

Centralize Authority Matrices
Manage and track delegated authorities across the entire business. Track issuances and acceptances in real time.
Improve Governance
Search and navigate delegated authorities with clarity. Improve compliance with reporting, audit logs and version tracking.
Streamline Operations
Leverage industry-proven delegation of authority standards to streamline decisioning and project management.

Digitize Your Authority Matrix

Aptly makes delegated authorities accessible, transparent, clear and easy to understand, enabling your organization to quickly find out who can decide what. Authorized individuals can view, search, add, accept and edit authorities and every change is logged and searchable.

Good Governance
Aptly leverages industry recognized frameworks for financial and non-financial authorities, ensuring alignment across team members and adherence to governance best practices.
Consistency
Eliminate error-prone static authority matrices and documents. As a single source of truth, Aptly allows you to administer delegated authorities from a central location.
Transparency
Delegations are issued in real-time with configurable user notifications and tracked acceptance. Both senders and recipients can issue, recall, reassign, increase or decrease delegated powers.
Control
Complete delegation visibility paired with audit trails of individual issuance and acceptance improves compliance, reduces risk and helps meet both internal control and legal requirements.
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Cascading Delegation
From the board to the front line, every delegation can be re-delegated as required.
Active Acknowledgement
Issue delegations and record acknowledgements at any desired interval.
Policy Linking
Link delegations to existing policies or draft new ones, complete with version tracking.
Organization-Wide Visibility
Navigate organizational complexity with a visual representation of all delegated authorities. Restrict as needed.
Redelegation Control
Restrict redelegation to roles or direct reports and specify redelegation limits.
Comprehensive Reporting
Report on and export all delegated authorities. Monitor re-delegation and acknowledgement status.
Global Reach
Issue multi-currency delegations in multiple languages with linkages across business units.
Temporary Delegations
Assign temporary delegations during leave or as part of finite projects or special committees.
Notifications
Notify users of new delegations, revocation, suspension, and upcoming expirations.
"As the world becomes increasingly digital, managing delegation and authority electronically makes complete sense. Aptly makes the process clear and simple, and reduces our internal burden."
Mark Henderson, Global Head, Fund Services

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Thought Pieces
integrate with your exstinG systems

Enterprise SSO and Directory Sync ensures core systems are always up-to-date. Explore our integrations.

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A Smarter Delegation Framework

Meet with a team member for a product demonstration. If you already have a DoA matrix, one of our experts will help migrate it to Aptly, FREE!

✓ Delegation of Authority
✓ Signatory Management
✓ Policy Management

Delegate, escalate, decide, Aptly.

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About Aptly
Aptly is transforming how enterprises manage decision authority. Its integrated suite of easy-to-use delegation and identity-based authority solutions streamline business operations, improve compliance and reduce risk.
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