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A Single Point of Entry for Content
Replace fragmented email distribution with a centralized destination where clients can securely access the full breadth of your content.
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Entitlements and IP Protection Built In
Control exactly who sees what, down to the individual, firm, sector, or region. Portal ensures your intellectual property is distributed securely and in full alignment with compliance requirements.
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Media-Rich, Branded Client Experience
Deliver reports in the formats clients prefer, text, charts, audio, video, and more – all within a fully branded environment that reinforces your firm’s value.
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Engagement You Can Measure
Understand what’s read, searched, downloaded, and shared. Portal provides visibility into client behavior so authoring and sales teams can act on real engagement signals.
Move Beyond Email Distribution
Institutional investors are inundated with research delivered through bulk email, much of it irrelevant, difficult to organize, and easy to overlook. Portal replaces inbox overload with a dedicated destination tailored to each client’s interests and entitlements.
Instead of searching through fragmented messages, readers access a structured, searchable library of verified content from a single trusted source. The result is faster discovery, stronger engagement, and a more professional client experience.
Elevate Your Brand
Your content reflects your firm’s expertise. Portal provides a fully branded digital environment where that expertise is showcased clearly and consistently.
From configurable landing pages and thematic collections to multimedia integration and curated feeds, Portal transforms research into a premium experience - not just a PDF attachment.
Firms reinforce their identity while ensuring content is presented in a modern, accessible format aligned with how today’s investment professionals consume information.
Turn Engagement Into Actionable Insight
Reports only create value when consumed. Portal provides detailed visibility into client activity - what’s opened, searched, revisited, and shared.
These engagement signals empower Sales and Research leadership to prioritize outreach, refine content strategy, and better understand where intellectual capital is driving impact.
When combined with BlueMatrix’s broader analytics ecosystem, Portal closes the loop between distribution and measurable client engagement.
”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.
”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.
”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.
