Financial messaging, Technology partner
Financial messaging, Technology partner
Open Connector for
iConnections
As investment firms navigate increasingly complex compliance and recordkeeping requirements, maintaining oversight of their digital communications and engagement activity shouldn’t slow business. iConnections—a leading capital connection platform for limited partners (LPs) and general partners (GPs)—combines relationship intelligence with a trusted network to build high-quality investment relationships, compliantly.
Through Global Relay Open Connector for iConnections, all platform communications, meetings, and activity data are automatically captured and archived, keeping firms audit-ready without adding operational overhead.
Key Differentiators
What is Global Relay Open Connector for iConnections?
Global Relay Open Connector for iConnections enables firms to automatically archive and monitor iConnections communications and meetings, alongside document sharing and platform activity data, in compliance with critical regulations such as MiFID II (EU financial markets), FINRA Rule 4511 (U.S. financial recordkeeping), and SEC Rule 17a-4 (recordkeeping for broker-dealers).
By capturing and monitoring a complete record of investor communications and engagement activity, firms can manage their regulatory obligations through a seamlessly integrated, rather than third-party, solution.
What are the key benefits of Global Relay Open Connector for iConnections?
Global Relay Open Connector for iConnections ensures that every message, meeting, and interaction is captured, structured, and preserved to give compliance teams a complete record of all platform activity. Alongside full regulatory adherence, firms gain an end-to-end solution for their full data record, integrated directly into the iConnections platform.
Messaging data becomes easy to navigate and audit, allowing users to locate key communications in seconds. Global Relay Archive unifies searchability across channels, centralizing archive management and reducing the legal and reputational risks associated with fragmented, multi-vendor compliance workflows.
Key features of Global Relay Open Connector for iConnections
- Complete data capture: Capture iConnections platform data and store it in a secure, scalable archive to match your required retention period.
- Advanced monitoring: Utilize cutting-edge AI technology and analytics within Global Relay Archive to monitor and track archived iConnections meeting and messaging data.
- Centralized oversight: Centrally manage and supervise iConnections data alongside other digital communications for comprehensive oversight and auditability.
- Detailed metadata collection: Capture meeting metadata, conversations, image files, media, historical data, and more.
- Enhanced search functionality: Effortlessly search and retrieve archived messages using intuitive filters, keywords, user handles, timestamps, and date ranges.
- Direct, group, and meeting messages
- Participant details
- Metadata for communications, documents, and meetings
- One integrated platform: Our proprietary solution is built for security, scalability, and resilience. There are no dependencies on third-party technologies
- Scalable: Our infrastructure holds petabytes of data for some of the largest financial institutions
- Data integrity checks: Constant integrity checks in place with a fully resilient archive to ensure complete data set is being reviewed for reportable events
- AI driven to reduce false positives: Auditable AI within intuitive platform to create customized AI models with transparent accuracy results
- Best-in-class support: 24/7/365 support through phone, email, and web
- Must have an active iConnections platform subscription
- Obtain Global Relay Open Connector API credentials for each data type
- Complete iConnections’ Global Relay Enrolment Setup using Connector Information provided by Global Relay