Research Management

Our Research Management platform helps research managers oversee and report on the ‘broker vote’ including compliance with unbundling and fair value rules. In addition, 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.

Save time and reduce regulatory risk

Our Research Management platform helps firms save time and manage their compliance obligations by automating broker vote management with the fastest front-office review available and accurately attributing research consumption by user, team and business unit.

The platform also enables firms to identify and manage potential inducement across email, terminals and messaging platforms further reducing regulatory risk. 

Request a demo

For a free demo of our research management platform, please get in touch.

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