Pia KYD (Know Your Data)
Document Sharing, Re-use, and Permissions
Implement end-to-end encryption of files to provide secure document sharing
Allow buyside clients to upload their documents into a repository
Allow buyside clients to give and revoke permission to those documents for an individual or group of sell-side counterparties
Alert counterparties when any documents they have access to have been updated
Alerting and Workflow Management
Allow sell-side clients to appoint a single point-of-contact to manage a buy-side client relationship and help to coordinate activity across divisions and jurisdictions
Allow sell-side clients to define workflows with questions and tasks to be completed. Each question or task can be assigned an internal responsible party to review responses and can be assigned a responsible party when received by a buyside client
Pre-defined workflows can be assigned to buyside clients with deadlines for individual tasks or for the entire workflow
Buyside clients can re-use responses to the same question or task, helping to streamline the entire process
Provide alerts to buyside and sell-side clients as workflow tasks are completed or when flagged for more information
Provide API-level access to sell-side clients for integration of documents into their existing software or workflow
Learn more about Plia KYC
Reach Out