The leading solution for investment research

Used across the global research marketplace to securely manage the complete lifecycle of critical investment content.

BlueMatrix Information Cycle Diagram

Monetize your content

We address the challenges facing research analysts so they can focus on what's important—creating value in the market.

Boost your productivity

Bring your ideas to market faster with collaborative workflows from your browser or mobile device.

Minimize regulatory risk

Turn compliance into a background task with automated checkpoints, governance, and disclaimers.

Stand out from the competition

Engage readers with interactive, multi-channel content and eye-catching layouts.

Meet readers where they are

Distribute PDF and HTML reports across digital and mobile channels in accordance with RIXML.

Edge innovations eliminate the need for complex integrations

  • Manage your relationships, distribution, and market engagement.
  • Control your distribution to protect your intellectual property.
  • Amplify sales with email plug-ins, smart search, and readership analysis.
  • Track interactions to measure internal and market profitability.

Designed as a MiFID II Best Practice Platform

Compliant with
  • RIXML Standards
  • SEC Rule 17a-4
  • GDPR Data Protection & Privacy
  • Web Accessibility Best Practices

Consume content your way

Eliminate the email problem. Consume aggregated research from a central, configurable workspace.

Simplify compliance

Demonstrate process with compliance oversight, transparency, auditability, and built-in entitlements.

Understand consumption

Evaluate your firm’s readership with real-time analytics to satisfy regulatory best practices.

Personalize content

Tailor the experience for individual users or groups using configurable research feeds, emails, and filters.

Work together

Enhance firmwide decision-making via a team-oriented interface that promotes collaboration.

Extract your true value

Get the full picture. Granular analytics deliver a real-time view of market trends and readership to drive insights.

Validate research spend

Uncover content value across your firm with real-time readership statistics to support broker vote.

Close the feedback loop

Understand readership across individual analysts, sectors, channels, and more to fuel future coverage.

Evaluate your engagement

Interactions are tracked centrally and via the Outlook add-in, ready for broker vote evaluation.

Uncover sales opportunities

Get insight into market trends and high-value consumers for sales and marketing opportunities.

Service that feels more like partnership

24/7 Account & Technical Support

Our teams across Europe and North America ensure around-the-clock online or phone support.

Committed Account Management

Account managers are dedicated to understanding individual client systems and use cases.

Ongoing Education & Training

Participate in live welcome trainings, product calls, and webinars to keep your knowledge up to date.

Events & Working Groups

Clients are invited to collaborate with us via regular client calls, working groups, and in-person events.

Proud to be a member of the SASB Alliance

Client Testimonials

Jefferies

"BlueMatrix’s one-stop shop makes publishing and distributing research easy. Creator 4.0 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."

Jefferies

Oppenheimer

“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.”

Erica L. Moffett
Associate Director of Research, Head of Research Marketing Services
Oppenheimer & Co

B. Riley Securities

"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."

Louis Giglio
Research Chief Operating Officer
B. Riley Securities

About BlueMatrix

Solutions for controlled content

BlueMatrix is the gold standard solution and the world’s largest publisher of investment research. We connect the world’s leading asset and wealth managers with nearly 1,000 research firms in more than 50 countries, and serve internal teams across multi-national corporations.

Learn more