Turn market-infrastructure notices into accountable action.

Intelplexis helps financial firms determine which changes announced by exchanges, clearing houses, market-data providers and connectivity operators require attention — then coordinates ownership, deadlines and evidence through completion.

Official sources · Firm-specific applicability · Accountable ownership · Evidence of completion
§01The operational gap

Your firm already receives the notices. The control gap begins after receipt.

Exchanges, clearing houses, market-data providers and connectivity operators publish a steady stream of maintenance schedules, product changes, tariff updates and technical migrations. Subscriptions deliver them. What subscriptions do not deliver is the answer to five questions an accountable change process must answer:

Does it apply to us?

Most notices are correctly ignored. The dangerous ones are those dismissed without anyone checking the firm’s actual dependencies.

What depends on it?

Which memberships, sessions, product tables, data feeds or connectivity paths the change actually touches — knowledge that often lives in one person’s head.

Who owns the response?

Forwarded email is not ownership. When a change spans connectivity, operations and back office, accountability fragments.

What must be completed?

Actions with due dates tied to the provider’s effective dates — including multi-date programmes that outlive a single calendar entry.

What proves closure?

Six months later, “show us how you handled that change” should be answerable from a record — not reconstructed from mailbox archaeology.

The distinction

Receiving or summarising a notice does not prove the firm determined applicability, assigned ownership, completed the work, or retained evidence. Intelplexis manages that control chain.

§02What Intelplexis does

One controlled chain, from official notice to documented closure.

01

Notice received

Official provider sources monitored; related notices consolidated; source conflicts reconciled and documented.

02

Classified

Maintenance, product change, tariff, technical migration — with effective dates and urgency established.

03

Applicability considered

Tested against your firm’s recorded dependencies. Where a firm-specific fact is missing, we ask one precise question — we never assume.

04

Owner identified

A named, accountable owner in your firm — confirmed, not implied by a forwarded email.

05

Action recorded

Each required action written with its owner, due date, and the evidence that will close it.

06

Completion followed

Deadlines tracked against effective dates; reminders and escalation before a date is missed, not after.

07

Evidence retained

What was done, by whom, when, and the artefact that shows it — indexed against the notice, kept by you.

08

Closure documented

A dated closure record — including reasoned dismissals, because “checked and not applicable” is a control result too.

§03Sources covered

Scoped to the infrastructure your firm actually depends on.

Coverage is agreed per engagement, provider by provider. Initial scope:

Exchanges & trading venues

Trading notices, product listings and delistings, tariff and scheme changes, technical maintenance.

Clearing houses

Clearing advisories, product modifications, margin and settlement process changes.

Market-data providers

Feed and format changes, service migrations, delivery and schedule notices.

Connectivity & market technology

Co-location and network maintenance, gateway and interface migrations, order-entry infrastructure work.

Coverage is deliberately not universal. Each engagement names its providers and venues, and anything outside that named scope is outside the service — stated plainly rather than implied away.

§04What you receive

Concise, structured records — delivered by a specialist, not a dashboard.

Applicability Query

When a notice may concern you, you receive the reconciled facts and the one firm-specific question that decides it — with a respond-by date tied to the provider’s deadline.

Action Record

Confirmed-applicable changes become actions: owner, due date, and the evidence that will close each one.

Closure Record

A dated record of what was determined, done and evidenced — countersigned by your owner.

Weekly Summary

One page: new notices reviewed (including those dismissed, with reasons), open questions, approaching deadlines, escalations.

End-of-pilot assurance package

Every record from the engagement — determinations, actions, closures and reasoned dismissals — indexed and kept by your firm.

Human-led, by design

Delivery today is managed and specialist-led, through structured email and concise records. No software to install, no portal to learn, no claim of automation that does not exist.

§05The pilot

Start narrow. Prove it on your own notices.

  • Selected providers and venues — chosen by you, named in scope
  • A limited, agreed set of client dependencies recorded at onboarding
  • A defined pilot period with a weekly review
  • Manual, specialist review of every notice in scope
  • Firm-specific determinations made only after your firm supplies the relevant dependency information
  • Works alongside your existing email, Jira, ServiceNow or GRC tools — nothing is replaced
  • The full evidence package is retained by your firm at the end

Which providers matter to your firm?

A pilot starts with that one question — and a real notice from your own inbox.