Attestations, screening, and exceptions in one flow. Agents chase every response and pre-screen against the restricted list. Reviewers decide, on the record.
Design, run, measure, and improve in the same system
Every check is live state: scans run, attestations in, conflicts opened. Supervisor agents catch threshold breaks before engagement letters go out.
Agents scan your engagement, HR, and holdings systems through REST steps, webhooks, and MCP. Firm rules and confidentiality hold centrally.
Hits, disclosures, and waiver calls route to named reviewers with the history assembled. Clean attestations file themselves.
Partners and staff complete attestations through guided steps, with agents doing the reminding across the firm.
Each cycle leaves a trace: who attested, what was flagged, who cleared it, and when. Ready for any inspection.
Ask who has not attested and where exceptions cluster. Answers come from live flows, in plain language.
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Moxo is built for the trust requirements of serious operations. It includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more.
