Client intelligence, engineered for capital markets.
InsightFlowData unifies client onboarding, data validation, and KPI monitoring in a single executive workspace — purpose-built for account managers serving institutional clients.
Everything your client team needs, in one console.
From first intake to quarterly business review — InsightFlowData stitches together onboarding, data, and intelligence.
Configurable intake workflows with KYC checkpoints, document collection, and SLA tracking.
Drag-and-drop CSV, Excel, and direct integrations with custodians and fund admins.
Real-time validation rules, anomaly detection, and lineage to source files.
Executive dashboards with AUM, fee waterfall, retention, and exposure heatmaps.
Generative summaries surface risks, opportunities, and next best actions per client.
SOC 2 Type II, SSO/SAML, granular RBAC, and full audit logs across every action.
Built to the standards of regulated finance.
Encryption at rest with AES-256, in transit with TLS 1.3, customer-managed keys, and full audit trails reviewed by Big Four auditors.
- SOC 2 Type II & ISO 27001 certified
- SSO/SAML, SCIM provisioning, RBAC
- Region-pinned hosting (US, EU, APAC)
- Immutable audit log with 7-year retention