Case Study: abrdn streamlines insider list management with EQS Insider Manager

abrdn Opts For EQS Insider Manager

abrdn, a major global investment company and the largest active asset manager in the UK, faced a challenge when its existing in-house insider database management system was scheduled for decommissioning. As part of a wider IT transition, the company needed a modern replacement to manage its insider lists efficiently. After evaluating the market, abrdn selected the EQS Insider Manager solution from vendor EQS Group, which was deemed a cost-effective and intuitive platform.

The implementation of EQS Insider Manager was reported to be smooth, with the EQS Group providing tailored software and prompt support throughout the training and transition phase. A key benefit was the automation of previously manual processes, such as electronically obtaining acknowledgements from insiders and automatically sending reminders. The system is used to manage notifications for 600 to 700 individuals, enhancing professionalism, saving time, and providing a clear audit trail for compliance purposes.

Abrdn

Alison Wood

Board Support Specialist