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Work from home? Work From Anywhere!

Perspectives

A SEAMLESS TRANSITION FROM 'IN-OFFICE' TO 'REMOTE OFFICE'

Investment research providers are facing enough challenges without having to worry about the potential inefficiencies of remote work arrangements. Firms without flexible, mobile solutions in place could find productivity disrupted when teams lack the usual office resources.

BlueMatrix was purpose-built to instill that kind of mobility into the research publishing and distribution process. And we do it without compromising security.

All you need to access our ecosystem is a web browser for a seamless user experience that is as valuable for teams sharing an office as it is for those spread across five time zones (or on their couch).

READ ON FOR 6 FEATURES THAT MAKE BLUEMATRIX THE INDUSTRY'S LEADING "WORK FROM ANYWHERE" SOLUTION.


1. REUSABLE CONTENT

BlueMatrix Creator is architected with a modular framework that stores content in individual components that can be independently repurposed for a consistent, single-source message.

2. COLLABORATIVE WORKFLOWS

Working in tandem with another analyst? Each component can be individually accessed so analysts can simultaneously write, edit, and review text in multi-component reports.

3. MOBILE AUTHORING APP

Go ahead, forget your laptop in the office. The Creator authoring app lets you create and edit content from your Android or iPhone, while offline authoring and real-time syncing keeps you in step with your team – wherever they are.

4. TOOLS TO TRACK OUTLOOK EMAILS

Wonder who is engaging with your research emails? The Sales Tool integrates Outlook with your BlueMatrix library so you can create, distribute, and track readership of ad hoc emails without ever leaving the Outlook application.

5. BUILT-IN COMPLIANCE CONTROLS

Automated workflow functionalities turn regulatory and firm compliance into a background task. Market data ingestion, automated disclosure generation, version and audit tracking, user permissions, and workflow checkpoints ensure everyone stays in the safety zone.

6. SCALABILITY TO SUPPORT GROWTH

On average, each new analyst that joins our community sends close to 250K emails annually, for a total of more than 450M emails in 2019. We are positioned to adapt to your growing needs and those of the industry.