Publishing & Distribution
From idea to fruition, our cloud-based publishing platform boosts productivity and minimizes risk to streamline the process of getting content out the door.
Content blocks and multimedia assets are independently tracked and tagged for a reusable, single source of truth.
Componentized content framework enables simultaneous, multi-author editorial access to an individual document.
Metadata and RIXML are automatically packaged for simultaneous distribution across channels, devices, and formats (PDF, HTML, HTML5).
Built-in risk management
Automated workflow checkpoints, alerts, user controls, audit tracking, and disclaimer generation help keep you compliant.
The cloud-based, software-as-a-service platform and mobile authoring app lets you work from the road.
Seamlessly integrate with your favorite technologies
- MS Excel & Outlook Add-in
- Pricing Providers
- Research Aggregators
- Regulatory/Compliance Systems
- Translation Systems
- CRM Systems
- Video Platforms
- Social Media Platforms
- Internal Systems
Add-on modules and tools eliminate the need for complex multi-system integrations
Real-time, granular readership metrics per channel, document, author, region, and much more to complete the feedback loop.
Precise recipient tracking and forwarding restrictions to deliver more accurate readership data that helps you expand your reach.
Interactive HTML5 output using pre-designed templates or custom, branded designs for high-impact engagement with readers.
Ingest or package internal interactions log for broker vote distribution to third-party platforms: Bloomberg, Commcise, CorpAxe, Dealogic, Visible Alpha, Red Deer, Markit and more.
The ecosystem’s built-in client management module offers a collection of tools to support your relationships and satisfy regulatory requirements.
Create one-off custom emails of published content, packaged and sent directly from Outlook, for flexible targeted outreach.
Log interactions manually or automatically from Outlook emails and calendar invites for real-time evaluation.
Generate, distribute, and maintain contracts and invoices (MiFID II compliant) using account-specific data.
Maintain detailed contact and account data to build subscription and mail lists for targeted content distribution.
Consumption & Evaluation
Built as a MiFID II Best Practices solution, our consumption and evaluation platform aggregates to deliver a complete, holistic view of entitled relevant information.
A configurable and intuitive interface features advanced search, filter, and subscription tools to hone in on relevance and eliminate the noise.
Internal readership metrics help management identify the popular content, analysts, and topics to determine future research spend.
Tap into a centralized information channel with engagement tools for workgroup or firmwide collaboration and decision-making.
Plug into external systems to create a seamless workflow, aggregate data from internal and third-party portals, and enhance your corporate identity.