Research Manager


Receive the Research You Want, When You Want It

Report delivery on your schedule

Set up custom research dispatch emails by when you want to read it.

Customize your research news feed

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.


Never Miss a Report Again

Robust Filters for Price Discovery

Real-time access to market trending topics, investment themes and financial and operational drivers.

Mobile-friendly View

Viewing options include condensed mobile- friendly list and expanded list with research synopsis.

“Like,” Share, and Comment on Research

Collaborate with colleagues by “liking” saved research. Share research with workgroup colleagues or firm-wide. Comment on research for workgroup members to view.


Minimize Firmwide Administrative and Compliance Footprint Under MiFID II

Demonstrate process

Track, control and evaluate external research.

Quantify and qualify research

Evaluate research consumption with an audit trail for firm-wide and individual readership analytics and scoring tools.

Justify research payments

Both to clients through research consumption and evaluation reports and to research providers with individual “broker reports.”

Prevent inducements

Manage research entitlements with centralized oversight, inducement prevention and consumption analytics.


User Benefits

  • Access research in real-time
  • Pull vs. push
  • Access to a community of over 950 research providers
  • Full text search across millions of documents
  • Compliance oversight and transparency for research delivered and consumed
  • Centralized and individual entitlement management
  • Centralized readership embargo management
  • Evaluate research usage with document analytics to assist in broker vote
  • Reduce reliance on email
  • Easy to add new entitled research providers
  • Preview content without downloading
  • Receive targeted research via email
  • Share/like/comment features promote user collaboration; clarifies the investment decision
  • Seamless integration with internal research, single sign on and search capability