- Kingland Platform
“We use Kingland's platform for all personal independence - our people and member firms.”
- Partner at one of the largest, global accounting firms
Automated import application runs on demand or can be scheduled to add, update, close, reopen and archive users.
Application uses a check and balance feature to ensure import file makes the desired changes before updates to entities related to issues of stocks, mutual funds, bonds and UITs.
Intuitive surveys and workflows guide users through setting up and maintaining a portfolio, providing confidence when questioning whether to disclose or not disclose specific investments.
Automated process of adding and disposing of holdings from brokerage accounts, monitoring information daily. Updating account holdings can be automated without intervention by an application administrator.
Govern compliance by using highly configurable compliance region-based rules. Create and manage customized rules to determine a user's eligibility to hold a particular holding.
Support global operations with global deployments and the ability to set and translate text directly within the application.
Allow inspection audits to occur within a streamlined workflow using a wizard-based process to ensure a consistent user-experience.
Understand how you can efficiently tie what people are working on with the restriction status for that individual. Uncover the challenges such as legacy systems, misaligned data, security issues and more. .Learn More →
Over the past few years, public accounting firms have invested in having financial institutions provide them files of holdings and transactions, which is commonly referred to as broker data import (BDI) and financial interest integration (FII).Learn More →
Personal independence is critical for regulatory compliance as well as meeting professional standards, however, the task of manually entering holdings into an application to confirm independence can be time consuming.Learn More →