Getting started with Aptly is easy. Below are answers to common questions.
YES! In fact, our team will help you migrate your existing delegation of authority matrix at no charge. From there, you can use Aptly to maintain your authority matrix as long as you would like for absolutely free. You can upgrade at any time to experience the full benefits Aptly can provide including notifications of delegations, acknowledgement tracking, redelegations and so much more.
Aptly has been designed for companies both small and large. Whether you have 50 employees or 5,000, a single operating unit or multiple around the world, Aptly can help ensure delegation and signature authorities are up to date and easy to use.
Multi-business units, languages and currencies are also supported. Business units or entities can be linked as needed, such as with a board overseeing multiple separate operations. All system labels can be customized, and all policies can be written in multiple different languages.
Mastering delegation of authority best practices requires years of experience and expertise. Whether you are looking to establish your first authority matrix or improve your existing one, we offer professional services to help you ensure your program is designed in line with best practices and setup for success.
Learn more about our consulting services here or consider working with one of our partner firms.
Yes, both delegation matrices and authorized signer lists can be shared externally via either public or secure links. When necessary, temporary "expiring" links can also be shared. External sharing is common among financial institutions such as banks, financial planners, family offices and traders.
We provide an CSV import template for uploading existing delegations. If you already have a delegation of authority matrix, our team will map all of you existing delegations to the import template for you. Any policy language can be easily cut and paste to accompany the delegations themselves. If you store policy documents elsewhere, such as an intranet, SharePoint or similar, simply insert the policy document link with the corresponding delegation table(s) within Aptly.
Our core offering is multi-tenant, hosted on Microsoft Azure. Enterprise subscription clients have the option to deploy in two ways:
– Fully Managed, where data is being handled securely via the Aptly cloud. Or,
– Self Hosted, where Aptly is deployed to your private cloud (Azure or AWS).
Aptly is SOC 2 and ISO 27001 certified and undergoes rigorous routine testing and maintenance to ensure optimal data security.
Yes. We partner with a number of consulting firms who specialize in governance best practices. Our referral program is designed to benefit both partners and clients. If you are interested in implementing Aptly with your clients, please contact our team for more information.
