Scalable Authoring for Modern, Compliant Content

From first draft to final publish, Creator gives research teams the structured authoring environment, AI assistance, and programmatic capabilities to produce more, faster, without sacrificing compliance or quality.

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Authoring Excellence Built for Scale

A structured authoring framework that enables teams to produce accurate, consistent content, streamlining the authoring process as markets change and reducing errors. Pair your AI-powered insights with programmatic document creation and direct authoring from your AI environment of choice.
Built for Regulated Compliance

From authors to compliance, Creator supports every role in the document lifecycle with structured workflows and full traceability, so teams move faster with confidence, not friction.
Seamless Distribution and Measurable Client Impact

Creator distributes published documents so it reaches the right audience in the right format, from full reports for PMs to a structured feed for an AI system - with visibility so firms know what's being used. Documents created via the Document Creation API enter the same distribution workflow automatically.
Publish from Anywhere. Automate What You Can.

The Document Creation API lets internal systems create and publish documents programmatically, with no manual Creator interaction required. The Creator Authoring MCP connects your AI environment directly to Creator, so the thinking you do in an AI assistant becomes a structured, publishable document without a context switch.

Create Once, Scale Everywhere

Content producing teams shouldn't have to rebuild the same insight for every update, region, or audience. Creator replaces manual copy-and-paste with a structured authoring model that allows teams to create content once and reuse it everywhere.

Approved language, tables, graphs, and data stay connected as markets change, so updates happen automatically without introducing errors or inconsistency. As volume grows, teams gain leverage instead of complexity, publishing faster while maintaining accuracy, consistency, and control.

One Workflow for the Entire Content Production Lifecycle

Creator brings drafting, collaboration, review, compliance, and publishing into a single, connected workflow. Instead of managing handoffs through email and disconnected tools, every step of content production happens in one place, with AI-driven insights to streamline ideation and manual discovery.

Workflows are structured and automated, reducing manual coordination and eliminating bottlenecks as documents moves from draft to publish. The result is faster time to market, fewer errors, and a smoother experience for everyone involved, from authors to compliance.

Review faster. Publish with confidence

The Document Review Agent is an AI-powered agent built directly into Creator. It scans research documents against firm-specific rules and criteria, surfacing issues in line with context. Rules are configurable per workflow stage. Authors receive early, relevant feedback at the drafting stage, while reviewers and approvers receive more rigorous checks appropriate to their role.

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Bring Your AI Thinking Into Creator. Keep Working From There.

Analysts are already using AI assistants to develop investment theses, pressure-test arguments, and draft initial language. But when it comes time to structure and publish, they have to leave their AI environment, open Creator, find the right template, and manually transfer their work. Every context switch has a cost.

The Creator Authoring MCP eliminates that break. Describe the content you want to create, work through the ideas with your AI assistance, and push it directly into Creator’s document structure. From there, the analyst continues working within Creator, refining, completing, and advancing the document through the normal review, compliance and distribution workflow. Creator is where the document is finished and where publishing happens. The MCP gets your thinking there faster.

Creator is where the document is finished and where publishing happens. The MCP gets your thinking there faster.

Automate High-Volume Publishing. Remove the Manual Step.

During earnings season or high-volume publishing periods, the bottleneck is rarely the thinking. It is the manual step of opening Creator, building the document, and moving it through workflow. For formulaic content, that step does not need to exist.

The Document Creation API is a programmatic extension of Creator that lets your internal systems create, populate, and publish documents directly, without manual interaction with the Creator interface. Earnings updates, periodic commentary, and other structured content types can be generated automatically from your data pipelines and delivered through the same compliance and distribution workflow as anything created manually.

Supports all document focus types in Creator: equities, sector, macro, commodity, currency, structured products, and more.

Distribute Insight With Precision

Insights only deliver value when they reach the right audience in the right form. Creator ensures insight is distributed consistently across teams, clients, and channels - and ingested cleanly by the AI systems that increasingly sit between your research and its readers. No manual coordination, rework, or format loss.

Because distribution is connected directly to content production, firms can tailor delivery by audience while maintaining accuracy and consistency. Built-in visibility shows how insight is consumed, helping teams understand what content is actually used and where it drives impact.

See What Actually Matters

Content authoring teams can produce enormous volumes of insight, but without visibility into what's actually used, it's hard for leaders to know what's working. Creator provides clear insight into published content consumption, showing which views are read, reused, and referenced across the firm.

These engagement signals create a feedback loop between content production and impact. Leaders can refine content strategy, focus resources on what resonates most, and make more informed decisions about where to invest time and effort.

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BlueMatrix's one-stop shop makes publishing and distributing research easy. Creator is by far the most intuitive publishing platform they've developed thus far. The new platform has made the transition to HTML5 for our analysts much easier than anticipated.

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Over the past 15 years, BlueMatrix has been a true partner with Oppenheimer to help us create and distribute our research product. Their dedication, timeliness, and professionalism is outstanding and we would not be able to produce the research that we do without their service.

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BlueMatrix has proven, year-in and year-out, its strategic value. It is far more than a publishing system and we regard them as an extension of our own organization.

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Designed as a Regulatory Best Practice Platform for Research

RIXML Standards
GDPR Data Protection
MiFID II
Web Accessibility
Research Provenance Standard (RPS)