Our plans, options, and features

Choose the plan that's right for your team

Gain control and visibility over your MAR compliance workflows.

Advisers

Multiple clients
Client level reporting
Clear data separation
Unlimited users
Unlimited insider lists
Unlimited confidential lists

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Companies

Single issuers
PDMR / PCA lists
Closed periods
Unlimited users
Unlimited insider lists
Unlimited confidential lists

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Administrators

Multiple entities
Team workflows
Enterprise support
Unlimited users
Unlimited insider lists
Unlimited confidential lists

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Feature comparison

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	Advisers	Companies	Administrators
Unlimited users
Unlimited contacts
Unlimited lists
360^o dashboard
Simple and clean interface
Multiple clients		n/a	n/a
Multiple issuers	n/a	n/a
Project insider lists
Permanent insider lists
Confidential lists
PDMR / PCA lists	n/a
Closed period management	n/a
Closed period reminders	n/a
Deal request approvals	n/a
Deal trading notifications	n/a
NCA filing reports
Automated list management
Intelligent data capture
Smart email templates
Digital signatures
Passwordless authentication
Customisable memo attachements
Real-time alerts
Automated reminders
Automatic notifications
Completion progress updates
List status reporting
Delayed disclosure basis
Public interest protection
Confidentiality obligations
List closures
Confidential list conversion
MAR report generation
Article 18 sublist notices
Rule based processing
Real time data validation
Continuous error detection
Exception management
UTC time stamps
E.164 international number formatting
GC100 approved memos
Customised reports
Detailed audit trails and log retention
Smart contact database
Contact activity feeds
Pre-populated data management
Detailed profiles
Contact categories and groups
360^o visibility across teams
Shared activity streams
Collaborative workflow tools
Role based user permissions
Training and support
Advanced documentation
SSL encryption
ISO27001 data centres
GDPR compliant

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Core features

	Advisers	Companies	Administrators
30-days free trial
Expert compliance review
Unlimited users
Unlimited insider lists
Unlimited confidential lists
360^o dashboard
Digital signatures
Compliance wizards
AI assisted compliance
Intelligent data capture
Smart contact database
Enhanced reporting
Team collaboration
	Request a demo	Request a demo	Request a demo

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What's the difference between plans?

Advisers

Our solution for advisers who work with public companies (e.g. lawyers, accountants, corporate finance, etc).

Includes all core features, plus the ability to manage and sort lists on a client-by-client basis.

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Companies

Our solution for issuers with listed securities traded on a public market, such as the LSE, AIM, or Euronext.

Includes all core features, plus the ability to manage PDMRs, PCAs, and closed period notifications.

Contact sales

Adminstrators

For administrators with multiple issuers, such as group CoSec services or fund admin providers.

Includes all core features, with additional ability to manage multiple issuers and adviser entities, with shared team workflows and enterprise level support.

Contact sales

Learn more

Top 7 requirements of insider lists

Discover the key requirements of insider lists, as defined by UK and EU Market Abuse Regulation

What is the correct format for an insider list?

Learn how to format your insider list, and the difference between project and permanent insiders

What information should an insider list contain?

Our detailed guide to the types of information you must record under MAR

Pricing

Choose the plan that's right for your team

Advisers

Companies

Administrators

Core features

Free compliance check

What's the difference between plans?

Advisers

Companies

Adminstrators

Learn more

Top 7 requirements of insider lists

What is the correct format for an insider list?

What information should an insider list contain?

Get started on your compliance
automation journey

Pricing

Choose the plan that's right for your team

Advisers

Companies

Administrators

Core features

Free compliance check

What's the difference between plans?

Advisers

Companies

Adminstrators

Learn more

Top 7 requirements of insider lists

What is the correct format for an insider list?

What information should an insider list contain?

Get started on your compliance automation journey

Get started on your compliance
automation journey