Streamline your report authoring & workflow
Author graphically appealing publications with embedded conditional intelligence to retrieve relevant data to aid the authoring process, while allowing each user enormous flexibility to finalize their publications. Seek efficient approval within a robust workflow management capability to reduce turn-around-times in the publication process.
Robust compliance control & disclosure management
Ensure compliance against capital markets regulations as well as internal checks and controls. Marry your organization’s complex compliance requirements with the ease of approval of documents with the appropriate disclaimers and disclosures for each publication.
Intelligent Digital Access Rights Management
Controlling access to your publications is critical for your commercial success and getting paid for it! We ensure complete control of the digital distribution journey of your publications either via third-party portals or direct distribution to end clients, including appropriate presentation layers - PDF and/or HTML.
Insightful analytics around content consumption
Distributing your content to your audience in an easy to consume manner is the first step towards your commercial engagement. Track readership patterns across the client base allowing for better understanding of effectiveness and efficacy of the publishing organization.
Robust Document Authoring
Produce effective documents in a template form within a few clicks of the mouse.
Embed data fields in the document within tables and charts for easy refresh and publication
Smart templates that have embedded conditional references to deliver on-the-fly customization to each user of the templates
Ability to embed market data (i.e., stock prices, indices, exchange rates etc.) within templates to create derived data (i.e., valuation multiples, economic performance metrics etc.)
Quality Control & Consistency
Maintain consistency and discipline in publications from a branding and look-n-feel perspective
Violation checks in the workflow approval process to ensure nothing is missed in the final published document
Ensure adherence to internal controls within the organization around workflow and document approval
Maintain consistency in publications across PDFs, HTML, and via emails
One Central Repository
Maintain all elements of the authoring and workflow process within one central repository
One central repository that stores documents, financial models and other data-heavy storage files, a relational database for valuation data and other industry specific KPIs
Cloud-friendly storage that allows for easy retrieval both inside the outside the organization, with appropriate security credentials
A central repository of all final publications in the form of a library with portal access at the frontend for your customers
Intelligent Workflow Approval
Robust and flexible workflow approval capability built into the MS Office suite
Easy to adapt and modify workflow steps that cater to each organization’s internal controls and checks
For those publishing investment research, we ensure the workflow approval process ensure FINRA rule 2241 compliance
Full audit trail management and storage capability for all documents through the workflow process
Versatile Regulatory Compliance
No matter what your jurisdiction we ensure peace of mind when it comes to regulatory compliance
Sophisticated disclosure/disclaimer management with each publication having the appropriate text to ensure comfort
Maintain a robust document management system that maintains an historical log of all activities within the workflow process for possible regulatory scrutiny
Multi-jurisdictional compliance: FINRA Rule 2241; FCA Research Rules; MiFID II etc.
Secure Content Distribution
Powerful rules-based distribution engine, accurately capturing your client’s preferences on what they like to receive
Seamlessly feed of publications to Bloomberg; FactSet; Thomson Reuters, Wall Street Systems, Capital IQ, TheMarkets.com and IFIS
Distribution preferences are easy to maintain and syncs back and forth with your CRM platform
Each distribution link to individual recipients, embedded with proper tracking and access rights control
White-labelled Publication Portal
Have access to an out-the-box publication library with your branding and ease of access to your clients
Publication links distributed via emails to clients can land back on the research library for broader engagement
A library of publications, videos, access to financial models, valuation data and other data points of relevance
Build greater mind-share and brand presence across the digital eco-system when it comes to content delivery and customer engagement
Insightful Readership Intelligence
Track your customers’ consumption behavior on your publications with high levels of accuracy
Capture email traffic as well as click-thru-rates on content delivered to individual clients
Bring readership across third-party channels (i.e., Bloomberg, FirstCall, CapitalIQ, Eikon etc.) into your analysis
Measure engagement of publication across authors, thematic as well as types of publication.
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