Five Live Workflows. One Intelligence Layer.
Glynac connects the systems you already use, checks them on a schedule, and raises a report when something crosses a line your firm set.
Pick A Workflow
Every page explains the buyer problem, what Glynac checks, what your reviewer sees, and the scope and limits.
13F Intelligence
Crowded positions, clone risk and strategy drift, checked against the wider market of institutional filings.
- Needs: Black Diamond
Form ADV Monitoring
Flags when the AUM in your Form ADV Part 2A brochure drifts away from your live book.
- Needs: Black Diamond, CRD number
Marketing Compliance
Reviews outbound marketing email in Microsoft 365 against the SEC Marketing Rule, every day.
- Needs: Microsoft 365
Vendor Due Diligence
Watches for breaches, outages and regulatory action at your vendors, with a citable source for every finding.
- Needs: Your vendor list
Client Relationship Monitoring
Flags client relationships that are going cold, before the client starts looking elsewhere.
- Needs: Black Diamond
Not Sure Where To Start?
Tell us about your firm and the systems you use. We will point to the workflow that fits first.
Request A DemoWhat Each Workflow Needs
Say so early rather than late. Here is what each workflow reads from, and how often it runs.
| Workflow | Needs | Cadence |
|---|---|---|
| 13F Intelligence | Black Diamond | Weekly and monthly |
| Form ADV Monitoring | Black Diamond and your CRD number | Weekly |
| Marketing Compliance | Microsoft 365 | Daily |
| Vendor Due Diligence | Nothing connected. Works standalone | Daily |
| Client Relationship Monitoring | Black Diamond | Ongoing |
Reports You Can Read And Defend
Every report carries its source and its reason, so your reviewer can check the evidence and write down why they decided.
- Source and reason on every report
- A severity from low to critical
- The decision kept with the evidence
How The Layer Works
Three supporting pages explain the parts every workflow shares.
The AI Assistant
One assistant answers directly, or brings in the right specialist and shows you when it does.
Alerts And Reports
How a report is built, ranked and closed, which thresholds you control, and what the review trail keeps.
Integrations And Data
What Glynac reads, how often, what each workflow needs, and the limits we state upfront.
Good To Know
See The Workflows Running On Your Kind Of Firm
We will walk through the five live workflows and what each would need from your systems.