Confidently Manage Advisory Compliance Workflows
Logwise offers advisers acting on behalf of issuers one platform to manage client-linked insider lists, confidential projects, policy acknowledgements, and supporting records in a structured, repeatable way. Keep sensitive mandates organised without relying on spreadsheets and email chains.
Run client matters in a consistent structure
Manage sensitive mandates in one place with clear ownership, approvals, and repeatable workflows across teams.
Create and maintain insider lists with ease
Capture required fields, track every change with version history, and export lists quickly when clients ask.
Control early-stage confidentiality
Use confidential lists to track who has access to sensitive information early, and convert to insider lists without rebuilding records.
Reduce admin across multiple clients
Replace spreadsheets and manual follow-ups with guided workflows that reduce errors and keep obligations on track.
Provide evidence quickly to clients
Maintain a clear audit trail so project histories and list records are easy to retrieve under time pressure.
Protect sensitive data with secure access
Limit access to specific teams and roles, keeping client matters protected within a controlled environment.
Security and Assurance
Logwise is built to meet the assurance needs of regulated firms handling sensitive information.
ISO 27001
certified information security controls
Cyber Essentials
certified and independently audited
Ecovadis
rating for responsible business practices
IASME
assurance supporting GDPR practices
Azure
ensuring secure cloud infrastructure
Featured Solutions for Advisers
Subsidiary Insider Lists
Create issuer-linked insider lists when your firm is acting on behalf of a client and needs a clear Article 18 record.
Confidential Lists
Track access to sensitive work at an earlier stage and maintain a cleaner starting point if the matter later becomes inside information.
Policy Management
Store and distribute confidentiality, employee dealing, or conduct policies in one place and track acknowledgements over time.
Frequently Asked Questions
Do advisers need the same insider-list format as issuers?
Broadly, yes. When your firm acts for an issuer and receives inside information, you keep an insider list in the same prescribed format the issuer uses. The difference is scope: the issuer’s disclosure obligations – including any decision to delay disclosure and the records behind it – stay with the issuer, not with you.
Can one advisory firm manage several issuer clients in one environment?
Yes. Logwise supports client-by-client records and matter separation as a core use case.
What if the matter is sensitive but not clearly inside information yet?
Confidential lists can provide an earlier record of access and help support a more controlled transition if the matter later becomes inside information.
Can we use Logwise for internal policy acknowledgements too?
Yes. Policy management workflows can sit alongside insider and confidential list processes so conduct records are not kept elsewhere.
Is Logwise providing legal advice on whether information is inside information?
No. Logwise supports recordkeeping, process, and evidence, but legal assessments remain with the firm and its advisers.
Can we export matter records for a client or reviewer?
Yes. The platform is designed to make retrieval and export of structured records easier than reconstructing them from email and local files.