BlueMatrix Research Manager offers a single platform to access, manage, and collaborate on research across multiple distribution channels.
Set up custom research dispatch emails by when you want to read it.
Create and apply custom user filters to your news feed; create in user settings, or refine pre-configured feeds by Publish Date, Security Symbol, Analyst, Broker or Industry.
Real-time access to market trending topics, investment themes and financial and operational drivers.
Viewing options include condensed mobile- friendly list and expanded list with research synopsis.
Collaborate with colleagues by “liking” saved research. Share research with workgroup colleagues or firm-wide. Comment on research for workgroup members to view.
Track, control and evaluate external research.
Evaluate research consumption with an audit trail for firm-wide and individual readership analytics and scoring tools.
Both to clients through research consumption and evaluation reports and to research providers with individual “broker reports.”
Manage research entitlements with centralized oversight, inducement prevention and consumption analytics.