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
Payments
Consumption Tracking
Budgeting & Contract Management
Evaluation (Broker Vote)
Asset managers that prioritize transparency in research evaluations and provider feedback can leverage Evaluation’s flexible ballot configurations and customizable scorecard capabilities.
Configurable Ballots
Enables voting on customizable categories with comments, allowing feedback at the firm, sector, or individual level. Interactions Overview: Provides voters with clear visibility into interactions at the firm, sector, and individual levels, aligning feedback with service levels and quality.
Flexible Ratings
Enables voters to score using points, dollars, or percentages, with fully configurable weightings.
Customizable Scorecards
Automates dynamically formatted feedback to research providers, clearly signaling what services are most valued
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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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