Research Manager for the Buyside
Research Manager is an end-to-end SaaS platform designed to help asset managers more efficiently manage research commissions, payments, broker relationships, and research consumption. The platform streamlines key workflows including trade reconciliation, CSA accounting, flexible balance management, payment execution, research evaluation, and consumption tracking and reporting within a single transparent platform.
Commission Management
Research Evaluation (Broker Vote & Consumption Tracking)
Managed Services
Insight
Our flexible, expert-led approach, together with tangible technology, helps you at every stage of the engagement by tailoring services to your specifics needs and preparing a specific scope of work.
Global Experts
Maintaining stable operations in the face of regulatory change, talent attrition, and changing market conditions requires extensive domain knowledge and innovative thinking.
S&P Global Market Intelligence Technology
Managed Services solutions leverage a range of innovative, proprietary technology solutions that enhance accuracy, slash processing times, and provide operational visibility and insights.
Reintroduction of CSA
Leverage decades of CSA expertise to design, implement, and scale your research payment strategy with confidence.
Counterparty Connectivity
Complete workflows and communicate with providers, vendors, and brokers without leaving the platform.
Comprehensive Audit & Regulatory Reporting
Fully traceable workflows and detailed reporting support internal Compliance oversight and evolving regulatory requirements.
Automation and AI Focus
Expect continuous automation and a roadmap that reimagines traditional workflows for the AI era.
The case to partner with us
Considering the adoption or reintroduction of CSAs? Research Manager is more than a software provider—we are a strategic partner committed to helping you implement a CSA program with confidence, control, and commercial discipline.
News & Insights
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Our team of experienced industry experts deliver high-quality services to improve your operational efficiency and increase productivity across the loan lifecycle.
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