The Vendor Management module provides finance and operation teams a single database for tracking key dates and activities for their research operation. The application provides contract management functionality, and logs analyst meetings, vendor ratings, and allocations, so that funds can improve their vendor relationship management capabilities.

Aggregate vendors, contracts, and document activity into a single database

• Track vendors and contracts
• Manage spending and allocations
• Record approvals and other vendor management notes

Reporting tools give you the information you need, when you need it

• Create alerts for contract renewals
• Track spending, relative to actual usage or budget
• Measure usage by analyst, vendor, consultant, or project

Automate Workflows

• Streamline your vendor approval processes
• Integrate important data with other key systems
• Initiate vendor reviews on pre-determined schedule

The Meeting Tracker module provides compliance, traders, and finance teams a single interface for managing research-related meeting activity. The application tracks expert network calls, corporate access, and management meetings to give the firm visibility over their meetings activity, and streamlines workflows, approvals, and record-keeping.

Aggregate meetings activity into a single database

• Capture meeting details from all expert networks
• Track management meeting and corporate access
• One record of meetings compliance approvals

Reporting tools give you the information you need, when you need it

• Email alerts to automate high-priority items for review
• Review overall research activity across vendors, analysts, or projects with dashboards
• Access data from anywhere

Automate Workflows

• Autopopulate meeting details via email scraping and calendar syncing
• Automate compliance attestation requests
• Track data changes to maintain audit trails

The Research Management module provides analysts a simple research management solution that is easy to use, and that improves collaboration and sharing across the firm and with vendors.  Requests can easily be sent to multiple vendors, and incoming research can be centralized, organized, and shared with interested team members.

Aggregate important research information into one location

• Manage all projects from a single screen
• Organize research emails
• Centralize research documents, like Excel files and PDFs

Simple tools make reviewing research straightforward

• View and search through related emails and documents
• See activity digests for projects, tickers, or colleagues you follow
• Access projects via the web or mobile devices

Research data can be easily entered

• Send research requests to multiple vendors simultaneously
• Email parsing and keyword recognition automate data organization