Ethics & Governance software that turns policy into provable compliance.
Centralize codes of conduct, whistleblowing cases, conflict-of-interest disclosures, and third-party due diligence — and show your board, auditors, and regulators exactly how every case was handled.
340+
25+
Ethics & Governance software that connects group policy to local compliance.
Optimy lets every entity manage the disclosures and cases closest to them, while your compliance HQ sees every report, every control, and every outcome in one place.
Set your framework
Define policies, risk categories, disclosure types, and escalation rules that apply consistently across every entity and geography.
Centralize disclosures & cases
Employees, partners, and third parties report conflicts of interest, gifts, and concerns through one confidential channel. Compliance teams triage and investigate with full traceability.
Monitor compliance in real time
One risk and control framework applied across business units and regions. See exposure before it becomes exposure.
Report to the board & regulators
Generate audit-ready reports on cases, resolutions, and control effectiveness — in the format your board and regulators expect.
Ready to turn your ethics policy into provable governance?
Get a personalized demo. We'll show you how Optimy fits your ethics & governance program,
across entities, risk categories, and reporting cadences.
Built for every stakeholder in your ethics & governance program
Whether you're setting policy at HQ, running compliance in a region, or reporting a concern, Optimy gives every role the tools they need, without the bottlenecks in between.
Ethics & Compliance manager (HQ)
One view across every entity, every case, every control. Automate intake, case assignment, escalation, and board-ready reporting.
Business unit / regional compliance lead
Manage local disclosures, due diligence, and training completion with the context only they have, without losing HQ visibility.
Employee & third-party portal
A confidential, intuitive channel for employees, suppliers, and partners to report concerns, disclose conflicts, or request approval, and see exactly where their case stands.
A unique integrated platform to streamline every part of ethics & governance
Built on 15 years of impact and compliance know-how, Optimy gives ethics & governance teams one platform to coordinate policy at HQ, run controls in regions, and prove it across both.
Smart Forms
Capture conflict-of-interest disclosures, gift & hospitality declarations, and whistleblowing reports in one branded, confidential hub. Conditional logic, document uploads, multi-language.
Risk Scoring
Score and prioritize disclosures and third parties against your risk framework. Weight criteria by entity, region, or exposure. Surface the cases that need attention first.
Case Management
Plan, assign, and track every investigation from intake to resolution. Tasks, secure messaging, deadlines, and full case history in one place.
Automatic Workflows
Escalation routing, reminder emails, reviewer permissions, and document routing — automated and consistent across every entity.
Audit Trail
Every action, approval, and decision logged and time-stamped. Reconstruct any case in seconds when auditors or regulators ask.
Compliance Reports
Board-ready reports in seconds. Custom dashboards connect cases, controls, and outcomes in one view.
A digital colleague for every ethics & governance program you run
From incoming disclosure to board report, the AI does the heavy lifting: analysing, drafting, generating, surfacing, so your team focuses on the decisions that protect the organization.
Briefs that get reviewers started
Every incoming disclosure or report comes with a short AI brief, so your compliance team knows what's there before they invest the time.
From blank page to plan
Ask for the next set of tasks: reviews, follow-ups, training reminders, and escalations, and your team approves the ones that fit.
Insights that surface what matters
Ask which entities carry the most risk, where cases are stalling, or what's trending, and the answer comes back with the chart for your dashboard.
What compliance teams like yours achieved
Empowering 340+ organizations to run structured, defensible ethics & governance programs.
340+
Organizations worldwide
25+
Countries that we are active in
1.5M+
Social Impact projects managed through Optimy
22+
Languages supported by the platform
Frequently Asked Questions
Talk to our experts
Ready to turn your ethics policy into measurable governance? Our specialists will show you exactly how Optimy fits your ethics & governance program.
