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

Audit protection

Audit ready data surrounding task ownership and filings sent to relevant competent authorities, 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.

Rule Commentary

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

Denominator Check

Crowdsourced, anonymised 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.

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