Archive

May 27

Research Payments: Funding Options Explained - Under the new regulations in MIFID II, asset managers are faced with difficult choices on how best to implement the...read more

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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