Integrated Workflow

Cloud-based service

A browser-accessible service capable of pushing out updates, changes, and notifications to the entire user base simultaneously.

Task workflow

Task-based workflow designed to address the required action items, necessary rule approvals, and missing data pieces to ensure disclosures are made accurately and with the appropriate information.

Denominator Check

Crowdsourced, anonymized data check used by clients to flag against irregular denominators.

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Room-in-a-Name

A function giving users the exact numbers of shares they can trade before reaching a reportable threshold, in both an upward and downward direction.

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Rule Commentary

A forum within the platform dedicated to the discussion of the regulatory environment, rule-specific nuances, and coding rationale of the nearly 500 housed rules in the library.

Audit protection

Audit ready data surrounding task ownership, documents generated, and filings sent to regulators, all stored and accessible on the platform.

Result transparency

Access to a full history of data uploads, including disclosure alerts, for the entirety of a client's lifetime.