Professional Research Management
From creation to compliance - streamline your entire research production process with professional-grade tools
Professional Research Workflow
Streamlined process from concept to client delivery with full compliance tracking
Create & Author
Professional HTML authoring with templates, compliance workflow, and multi-format output. Integrated charts, tables, and version control.
Review & Approve
Built-in compliance checking, approval workflows, MIFID II compliance, and regulatory framework adherence before publication.
Distribute & Track
Single-click distribution to all channels with comprehensive analytics, readership tracking, and client engagement metrics.
📝 HTML Authoring
Professional research authoring with institutional-grade templates and compliance integration
- Professional templates library
- Multi-format output (HTML, PDF, Word)
- Integrated chart and table tools
- Version control and change tracking
- Compliance workflow integration
- Auto-formatting and styling
🌐 Client Portal
Branded research portal with client-specific content delivery and personalization
- Complete portal customization
- Client-specific content views
- Dynamic tagging and categorization
- Personalized dashboards
- SSO integration options
- Mobile-responsive design
📧 Email+ Distribution
Scalable email delivery with company branding, tracking, and automated list management
- Company domain integration
- Branded email templates
- Access tracking and analytics
- Automated list management
- A/B testing capabilities
- Bounce and unsubscribe handling
🎯Event Management
Complete conference and roadshow management with automated client communication
- Invitation management system
- Registration and attendance tracking
- Automated follow-up workflows
- Post-event material distribution
- Multi-timezone scheduling
- Integration with calendar systems
📱Mobile Apps
Native iOS & Android apps with offline capabilities, push notifications, and branding
- iOS & Android native apps
- Offline research library
- Push notification system
- Complete company branding
- In-app search functionality
- App Store publishing
📊Advanced Analytics
Comprehensive readership analytics with drill-down reporting across all distribution channels
- Cross-platform readership tracking
- Detailed engagement analytics
- Client segmentation and insights
- Export capabilities and reporting
- Real-time dashboard views
- Historical trend analysis
🛡️ Regulatory Compliance Built-In
Full compliance framework ensuring your research meets all regulatory requirements
🔒 MIFID II Compliant
Complete MIFID II compliance including research payment provisions and client categorization
📋 GDPR Compliant
Full GDPR compliance with data protection, consent management, and privacy controls
🌍 Global Frameworks
Support for US Privacy regulations, Japanese Individual frameworks, and other global requirements