Enhanced Closed Periods
Closed periods work best when everyone who needs to know, knows - and when the record shows exactly that. InsiderList's enhanced Closed Periods module gives you start and end dates, targeted recipient lists, automated notifications and a complete audit trail. Your closed period runs itself, and the record proves it.
How it works
Three components make it work.
Add and remove closed periods
Set the period up in moments. Name it, set the start date and time, set the end date and time, and the platform takes it from there. No calendar entries to manage, no manual reminders to schedule. The period is scheduled the moment you save it, visible across the dashboard, and closed the moment it ends.
Set up restricted lists
Choose who the period applies to. Send notifications to your entire user base, or select specific lists. Select PDMRs only, a particular business unit, or a named deal team.
Customise communications
Once the lists are set, the platform communicates on your behalf. Automated notifications go out at the start of the period and again at the end, branded to your company and worded to your requirements, so the people who need to know are told when they need to know it.
What you get
A closed period that communicates itself to the right people at the right moment, with no manual intervention once it is set.
A full audit trail covering every notification sent, every recipient reached, and the precise start and end timestamps - the complete picture a regulator will ask for, assembled automatically rather than reconstructed from inboxes after the fact.
The calendar risk, the admin burden, and the record-keeping requirement are the three moving parts of closed period management. InsiderList's enhanced Closed Periods module handles all three in a single workflow, leaving compliance with the oversight and the evidence to back it up.
Try it
Enhanced Closed Periods is available to all InsiderList clients from today. Book a walkthrough, or get in touch and we will set up your first period together.
