Solution introduction
Our Research Management platform helps research managers oversee and report on the ‘broker vote’ including compliance with unbundling and fair value rules
Our platform provides access to a comprehensive network of hundreds of research providers and reports.
Key features:
- Accurate monitoring and reporting of research costs as well as a macro research news content feed
- Machine learning model that scrapes through communications to check that free research is not used as an inducement
- Workflow tools to show research consumption, broker interactions and user voting to ensure costs are fair value
- Internal management reports and external broker packs demonstrating trends, spend, research ratings and other metrics highlighting areas for improvement
- An easy-to-use custom report builder
- Aggregated access to third party equity, fixed income macro research and news content on desktop and via a mobile app.
