Bring greater transparency to the broker-client relationship.
Prepare for upcoming RPA reporting, MiFID II and other new regulatory challenges.
View and request access to events
Track and rank your activity
Simplify broker valuation analysis
Monitor and analyze your broker interactions in one place.
Save Time & Effort
Save hundreds of hours reviewing your broker interactions and ascribing a value to each.
See Your Consumption & Readership
Reconcile your records and bring greater visibility to your consumption and ensure that it is aligned with your research budget.
Customize Your Feed
Manage a firm-wide view of all upcoming interactions and chose which ones to include in your feed with a robust admin process.
Quantify the value of each interaction by creating a custom weighting or rate card.
Visualize Your Data
Visualize your consumption through multiple dimensions, such as geography, broker or team, and restore transparency to the broker vote process with complete auditability.
Integrate your interactions data with Broker Vote, CSA/RPA, and Hard Dollar payment systems.
A vote you can look forward to.
Bring your broker vote process into the 21st century.
Configure Your Vote
Configure your broker vote by type, aggregation, and apply a standardized weighting for each vote component.
Get A Recommended Vote
Receive a recommendation to guide your current broker valuation process based on past broker vote data and recent interactions.
Create A Broker Scorecard
Refine the ranking of each component of your broker vote and generate detailed scorecards.
Design Your View
Create a customized view based on your specific interests, such as companies, sectors, and locations.
Gain Easy Access
Request access to events and receive confirmation with one-click.
Sync your Outlook calendar with upcoming events and receive a curated email on a daily or weekly basis.
Share your event calendar or planned meetings to improve collaboration within your team or firm.