Maintaining your insider lists and project-related lists in accordance with MAR can be rigorous and time-consuming. With Insidertrack you will minimise your administration and eliminate manual tasks to optimise workflows and automate processes through a secure web-based solution.
Insidertrack is market-leading and used by a number of well-known organisations and our clients have been delighted at the return on investment, particularly when equipping them with the ability to efficiently respond to information requests from the regulator.
Insidertrack is designed to automate and digitise the end-to-end process for issuer companies, de-risking and simplifying their workflows and reporting obligations as well as enhancing the communication process with their list members and employees, connected persons, and third parties
Evidence your MAR compliance at the push of a button
De-risk your processes and reduce errors
Lists
- Intuitive design makes it easy to create and maintain lists of any type, be it insider, confidential or restricted
- Assign restricted periods to a project list and enable auto-decline of clearance requests
- Automated configurable emails sent when people join your project lists and when a lists status changes
- Classify project lists using your own terminology
Configurable communications
- Send emails from your own domain
- Configurable templates allowing flexible communication with PDMR’s, Insiders, External Advisors and more
- Automated acknowledgement chasing
Reporting
- Regulatory templates
- Automated conversion to UTC from your local timezone
- Client tailored reporting
- 24/7 online access
Security
- ISO 27001 Certified
- Data stored on our secure servers
- FSQS Certified
- Robust access controls and user permissions
- AES 256-bit encryption of data at rest and in transit
People and data
- Data deletion tool to ensure you remain GDPR compliant
- Data import and load facilities to transfer current data from your existing records
Consent to deal process
- Options for paper communications or access via the Insidertrack Portal or App
- Clearance approvals on the move with the Insidertrack App
- Multi-level authorisations
- Advise insiders of upcoming closed periods
- Recording of post trade information
Audit
- See details of user actions and changes to your lists
- Report on all emails and acknowledgements sent and received
Support
- Free monthly client webinars
- Dedicated, knowledgeable support team
- UAT instance access
Development
- Benefit from our on-going development of new features and refinements
- Three functional releases per year
- Functionality driven by clients
API integration
- Link in with your HR system for real time data updates
- Saving you the time and potential risk associated with transferring data
The optional Insidertrack Insider Portal and App provide direct access for your insider population, making communicating even more effective and convenient.
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