RESEARCH ACCESS AND MANAGEMENT VIA A SINGLE INTERFACE.

BlueMatrix Research Manager provides users with a single platform to access, manage, and collaborate on research across multiple distribution channels.

FILTER THE NOISE WITH TAILORED CONTENT

Research Manager provides access to a live research feed offering content from more than 900 research providers, equipped with advanced search and filter functions. Receive customized research compilations via regularly scheduled email digests.

TRACK AND VALUE RESEARCH

Explore readership statistics to quantify research value; survey who has downloaded, saved or viewed each document. Research providers and consumers can track their firm’s content consumption to assess the value research from multiple sources.

MOBILE-FRIENDLY, COLLABORATIVE RESEARCH DIGEST

Viewing options provide condensed and expanded lists, with research synopsis and the ability to save research to access later. Administrators can create workgroups, and members can comment on research for other workgroup members to view. Collaborate with colleagues by "Liking" saved research and share research with workgroup colleagues or firm-wide.

COMPLIANCE OVERSIGHT FOR RESEARCH DELIVERED AND CONSUMED

Research Manager addresses MiFID II research requirements by establishing a comprehensive process for tracking, controlling, and valuing research. Research Manager's consumption analytics facilitate the MiFID II requirements of allocation of research funds and tracking of costs incurred. Search and view brokers and entitlements while benefiting from centralized readership embargo management.

RESEARCH MANAGER USER BENEFITS

  • Enable research users to access entitled research via a single platform.
  • Create dynamic compilations based on individual preferences.
  • Analyze sell-side research more efficiently with state-of-the-art faceted search functionality.
  • Share relevant content across user workgroups and/or firm.
  • Provide feedback or request additional information from the research author.
  • Manage embargo rules.
  • Enable research users to access entitled research via a single platform.
  • Create dynamic compilations based on individual preferences.
  • Analyze sell-side research more efficiently with state-of-the-art faceted search functionality.
  • Share relevant content across user workgroups and/or firm.
  • Provide feedback or request additional information from the research author.
  • Manage embargo rules.