- 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.
In helping organizations with their enterprise data requirements, we've come across three challenges many organizations face when they want to capture data to ensure they have the right Key Performance Indicators to manage the business.Learn More →
History is littered with companies that have faced a compliance issue that cost, or could have cost, millions of dollars in fines. Falling short of compliance is on the minds of many, but regulatory changes and manual updates can create widening cracks in an organization's process.Learn More →
Industries are littered with non-client relationships - alliances, vendors, sponsorships and memberships. A large public accounting firm, for example, can have hundreds or thousands of these types of relationships.Learn More →