Automate your market sounding processes
Ensure compliance and automate management of information received through market soundings. Contact us to get your trial account set up today!
Request a Demo
Efficiency & simplicity
Whether you receive market soundings through a gatekeeper function or directly through fund managers, Logwise guides you through a seamless process of collecting the required documentation, distributing internally through wall-crossing procedures and creating insider lists. All in one solution and under the control of compliance.
The requirements
As a recipient of market soundings, you need to adhere to a number of obligations set out in the European Market Abuse Regulation (MAR). Read them in full here.
Gatekeepers
Manage multiple market soundings, compile documentation, assess inside information, and wall-cross relevant fund managers. Create lists for staff who should be restricted in their personal trading in accordance with your policies. All through automated and intuitive workflows.
Fund managers
Quickly record the required information when approached to take part in a market sounding. With a few clicks using any device you can securely distribute the information to other fund managers, compliance and other internal staff who should be involved. If the distributing party contacts you through Logwise directly, all information will automatically be pre-populated!
Compliance
Gain control of all ongoing and archived market soundings and lists and stand ready to respond to both internal and external requests for information. Logwise provides a robust reporting tool and a specific compliance role to ensure efficient monitoring of all activities.
Wall-crossing
To ensure a strict need-to-know basis approach, Logwise offers an automatic wall-crossing procedure whereby a teaser text is communicated, and upon acceptance, the full market sounding information is sent across. All relevant timestamps and events are captured in an audit trail for compliance proposes.
List management
Create insider and restricted lists to inform relevant persons about their obligations and any restrictions in personal trading. Automatic collection of confirmations, reminders and personal data.
