Smart contact database
Complete visibility across every profile.
with real time updates and alerts.
Universal profiles
Manage contacts with a single source of truth.
Our smart contact database creates universal profiles, so you can track individuals across multiple lists and groups.
See each person's lists, activity, and confirmations from their unique profile page.
Pre-populated data
Say goodbye to “cut and paste”!
Each time a contact is added to a list, our system automatically adds the latest information we have on record for them, so you don't have to.
Ask your contacts to confirm current information rather than fill in blank forms, and update changes automatically.
Activity streams
Get detailed reporting on individual contacts from their personal activity stream.
See when they were last sent a request, the stage of their response, and whether they provided a digital signature.
Filter by action type, list, or date range.
Group management
Easily manage multiple contacts in a single click via groups.
Add board members, teams, or even multiple categories of people to project insider and confidential lists, and remove them just as easily.
Say goodbye to e-mail and Excel.
Automate all your Market Abuse Regulation reporting requirements with our secure online MAR insider list software designed for public companies, advisers, and administrators.
We've helped hundreds of compliance teams.
Learn how we work with clients to automate their compliance journeys.
