Insight's Safekeeping functionality is fully integrated with trade processing and investment portfolio management.
Our integrated infrastructure eliminates the need to notify different departments of investment activity. From a summary overview and positions listing of your portfolio to complete Bond Accounting reports, trade confirmations, and Safekeeping principal & interest projections, call notices, verification statements and daily reports, the information is all housed within the Insight web portal.
Insight Investment Platform
Insight, our proprietary investment platform, differentiates SouthState|DuncanWilliams from other providers and platforms, and our continued investment in developing this technology confirms our commitment to this space.
Secure Web Portal
Through Insight, we offer our customers the ability to retrieve documents through a fast and secure on-line web portal. Username and password set-up is granted to Bond Accounting and Safekeeping customers and the portal is accessed through our Resource Center.
Insight provides automated delivery of documents, including confirmations, notifications, bond accounting reports, custody activity and pledging information. The system generates e-mail notifications as necessary to alert when new documents are placed on the portal.
Insight retains customer data for two years through the web portal.
Insight's built-in tools include searchable filters and sort functionality, as well as data download and export capabilities.
We provide a complete SSAE 18 review of the Insight platform and surrounding operational controls.