Research distribution
See who reads each research report you publish to your clients
Give your analysts one place to publish for every client, and your clients a secure way to read, under your brand.
Your research reports are watermarked whenever a client views or downloads one
Each copy carries its reader’s user ID, which helps prevent unauthorised distribution and shows you who is reading what.
Sell-side desks publish each report to the buy-side clients who follow its sector
Your institutional clients are grouped by the sectors they follow, so a report tagged once goes to each group it suits.
Find out which topics your clients read most, and build advisory around them
Coverage counts views and downloads for every report, so your desk sees the sectors and themes each client keeps opening.
Clients sign in to one app for your reports, analysts and conferences
The app carries your brand, and your own portal can take the same reports from Publisher by SDK or API.
An agent summarises each report and its audio notes for your analyst to edit
Clients get the summary with the full report, once your analyst has edited the draft.
Compose reports in Report Builder, add a checker’s approval, and send them through Actions
Alert clients to each new report
A new report triggers an email or alert in Actions, to the clients it suits
Add maker-checker wherever you need it
A checker’s approval, turned on in User Access Management and logged in Audit Trail
Compose reports in Report Builder
Blocks, bound charts and live data in one document, published to your clients through Coverage