Identity and access control
Decide who can see, create and approve across every module your teams use
Your teams get the access their roles call for, and your IT team manages it from the single sign-on you already run.
Approvals and access changes are logged in Audit Trail
Each entry carries who granted, changed or approved and when, beside the recommendation or the role it touched.
Approvals given over email take months to piece back together
Publisher keeps every approval in one place, so a reviewer who asks who signed off gets the answer without opening an inbox.
Give each role read, write or admin access, module by module
You set access down to each feature and its data, so each person sees and changes what their job needs.
Map your hierarchy once, and each layer sees the layers below it
Region, branch, group or any other layer you run fits, and it includes your RM and client mappings.
Your team signs in through your existing identity provider
Keycloak, Entra ID, Okta, LDAP or any SAML or OIDC provider connects, and your IT team grants and revokes access to each module.
Turn on maker-checker wherever a workflow needs a second approval
A research desk’s recommendation or a digital team’s template can each wait for a checker, and you customise the check to suit each team.
Manage access for your desk and marketplace in the same dashboard
Give your in-house advisory desk and the registered analysts in your advisory marketplace access to the modules each of them needs.