Products

  • Creator

    The end-to-end research authoring
    and distribution solution.

    Learn More

  • Postmaster

    Report publication, targeted distribution
    and contact management.

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  • Courier

    Extend your firm’s global
    reach free of charge.

    Learn More

  • Analyzer

    Interpret the market for
    your research.

    Learn More

  • Client Manager

    Advance client
    relationships.

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  • Research Manager

    Connect directly to the buyside.

    Learn More

× Creator
  • Creator’s web-based research publication workflow is highly customizable to meet firm-specific publishing and branding requirements.
  • Componentized content structures carry searchable tags to maximize document searchability and visibility.
  • Mobile-friendly, HTML5 interface allows for authoring and readership on-the-go.
  • Automated compliance and disclosure generation reduces regulatory risk and lowers firm administrative footprint.
  • Automated editorial procedures ensure no products pass from production to editorial and compliance until all required parties sign off.
  • Automated ingestion of up-to-date market data and analyst forecast data into research documents reduces errors from manual input.
  • Excel data values automatically sync with research document.
  • Multiple authors can contribute simultaneously on a document and view changes in real-time; automatic saving means no more save button and no more lost work.
  • Fast time to market: simultaneous distribution to all recipients, including email, third-party aggregators, research portals, and social media.
  • Unlimited access to 24/7 global support.

Analyzer ×
  • Understand readership trends and measure key performance indicators across the market.
  • View comprehensive readership trends across aggregators as well as on the individual contact level to discern where client interests lie.
  • Understand the identities of your readers, and discover key contacts within top accounts.
  • Evaluate client engagement at the individual or account level.
  • Filter readership by analyst, report type, industry, sector or security.
  • Move away from impersonal content distribution and identify opportunities for quality discussion.
  • Hover over components in the sample report below to illuminate how Analyzer tracks user engagement:

Location: Ashburn

TRACKING READER ENGAGEMENT

Hover over the sections in the research document below for an illustration of how Analyzer tracks user engagement.

Client Manager ×
  • Store and manage all firm contacts and log interactions (meeting, call, conference, or custom interaction).
  • Define contact tiers, assign to interaction groups.
  • Manage and automate report distribution with pre-defined subscriptions.
  • Send customized reports to select contacts.
  • With every major aggregator available as a destination, Client Manager automatically generates the required control files, ensures timely transmission of data, and provides audit logs.
  • Benefit from account report cards illuminating revenue actuals versus revenue targets, account interactions and readership.
  • Acts on a standalone basis, and can also be integrated seamlessly with third-party or proprietary CRM solutions.

Courier ×
  • Extend your firm's global reach, free of charge.
  • Distribute all file types to major aggregators, research portals, and niche local information providers.
  • Save time: post once, and distribute to multiple destinations with one click.
  • Maximize speed to market.
  • Compatible with additional workflow modules and easily adaptable to BlueMatrix Postmaster.

Postmaster ×
  • Report publication, targeted distribution and contact management.
  • Securely and effectively distribute firm-branded research reports to aggregators, research portals and to email.
  • Entitle clients to a firm-branded library to view and publish research.
  • House all contacts in Client Manager; automate which reports clients receive based on predefined tags.
  • Easy set up and implementation.

Research Manager ×
  • Research Manager is a compliance and productivity platform that asset managers use to search for and view research.
  • Having your firm’s content on the platform ensures its visibility and compliant access.
  • Research Manager’s capacities espouse regulations outlined by MiFID II.
  • Research Manager allows sellside firms to better control who views their research.

Research Manager FAQs

Research Manager is a platform global and regional asset management firms use to search for and view research in line with regulations outlined in by MiFID II. MiFID II regulations require these firms demonstrate process in how they track, control and value their research. Having your firm’s content on the platform ensures its visibility and compliant access.

Research providers can use any of the three BlueMatrix authoring and distribution platforms to feed content to Research Manager; Creator, Courier, and Postmaster.

Creator is the industry leading research authoring, compliance and distribution platform used by many of the world’s leading sellside and independent research providers. Courier is a no-cost, web-based platform for publishing research content to Research Manager as well as other research aggregators including Bloomberg, Thomson Reuters, FactSet and S&P Capital IQ.

If your firm has its own authoring platform, BlueMatrix Postmaster provides everything Courier does, with the addition of a research library for your clients, targeted report distribution and consumption analysis.

Content in the form of PDF/XML (RIXML 2.3+) pairs can be submitted via SFTP or https. Link-backs are also supported either through SAML authentication or by direct (unauthenticated) links.

No. Research Manager is neither an exchange nor a store. Your firm’s existing commercial arrangements with your clients remain unaffected.

A daily CSV file will be made available via SFTP containing both un-embargoed and embargoed firm and user level read data.

Research Manager supports any mutually agreed-upon embargo period, typically 90 days. The readership report always includes an indication that someone read your research. The asset management firm can choose to embargo the readership in one of two ways. The first is a full embargo; no details are released until the embargo period ends. The second is a “user” embargo which indicates that someone at their firm read your research without specifying who read it. The buyside firm would first contact you, and you agree to contribute to Research Manager, at which time would discuss the embargo with you as well.

If your firm is using Creator or Courier, entitlements are managed via the admin console. Entitlements may be controlled on any RIXML tag. However, due to the nature of the Research Manager client base, by default, most entitlements are at the individual or firm level. Of note, MiFID II stipulates the onus is upon the asset manager to ensure all consumption is in line with a pre-existing commercial arrangement with the provider. This may lessen the complexity of entitlement controls from a broker perspective.

Yes, any period can be backfilled via the same contribution methods as current research.

BlueMatrix acknowledges the variety of channels by which buyside individuals and firms prefer to consume research, and continues to support any of these preferred channels, whether it be on Bloomberg, FactSet, Thomson Reuters or Capital IQ etc.

Readership data from any research consumed through Research Manager would also have the embargo (30, 90 days, etc.) and could be fed into your Analyzer, as Bloomberg, and Thomson Reuters data is.