Kinaesis

Kinaesis® Clarity “Know Your Register” provides unparalleled holdings and transactional transparency to Fund Managers and Fund Administrators. It was built specifically for the Investment Management sector to provide a disaggregated view of all holdings and allow detailed analysis to be undertaken of the core data. A standard Dashboard and example reports are provided together with a fully documented data universe allowing users to be self-sufficient if they wish.

The specifically tailored user experiences allow Compliance to review liquidity, concentration, exposure and IFA risk whilst Sales, Account Management and Marketing teams can undertake trend analysis of significant subscriptions and redemptions allowing them to target specific IFAs for additional care.

The Investor Behaviour module, ‘Insights’, identifies likely group investment patterns and predicts likely future investor inflows. The MiFID II product governance module allows the Fund Manager to demonstrate to the regulator that the distributors are targeting the correct investors.