Insidertrack for Advisors

Insidertrack for Advisors is designed for organisations that have access to confidential or price sensitive information for multiple third party organisations, assisting them to manage their internal compliance and external regulatory obligations under the Market Abuse Regulations (MAR).

Insidertrack for Advisors has the following as standard features:

  • Track details of multiple issuing companies and their financial instruments
  • Manage multiple lists for each issuer
  • Automatically generate email communications to list members
  • Optionally, track acknowledgement of email communications, generating automated chaser notifications where acknowledgment remains outstanding
  • Comprehensive on-demand reporting, including
    • project and issuer list reporting
    • project activity reporting
    • audit activity reporting
    • exception reporting
  • Generation of advanced management information, tailored to meet specific reporting requirements

Optional features include:

  • Secure portal for insiders to view information pertaining to them and update personal details
  • Online training for employees, explaining their responsibilities under MAR and scheduled testing facilities
  • Maintaining records of market soundings, tracking communications and audio recordings
  • Support for integration with company infrastructure, including Single Sign On and integration with HR and document management systems
  • Insidertrack for Advisors is the perfect solution for all organisations that need to track access to third party information, enabling them to reliably and cost-effectively meet their obligations with minimal effort. Please contact us for more details or to arrange a demonstration:

    Richard Nelson
    T 020 7001 0600
    E richard.nelson@cytecsolutions.com

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