Archive
Apr 26
MiFIDII
Demystifying Research Payment Accounts – Part 2 - Background Since our last post, the European Commission has finally published the long awaited Delegated Act (DA). The first point...read more
Apr 7
BREAKING NEWS: The Delegated Acts have now been published - The long awaited Delegated Acts have finally been released. You can find there here
Provides specific functionality for Investment Managers on the buy-side:
  • Commission management and payments with virtual accounting
  • Consumption budgeting and tracking
  • Research valuation and broker pack reporting
Targeted at sell-side Brokers:
  • Trade unbundling, commission management and payments
  • Client profitability across all asset management customers
  • Client portal and data distribution
For Independent Research Providers; the system provides:
  • Invoice management and revenue capture
  • Client profitability across all asset management customers
  • Client portal and data distribution
Certified Counterparties
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