Research Manager

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The comprehensive research evaluation and payments solution for asset managers and research providers

Research Manager is the industry leader in commission sharing arrangement, research management, and evaluation technology. Our cloud-based platform offers unparalleled efficiency and transparency, allowing asset managers to seamlessly manage and share data while building trend analytics on their research providers and trading relationships.

Our platform also makes it easy for brokers and service providers to track client revenue and payments, so you can focus on what you do best. With Research Manager, you can streamline your commission management processes and make informed decisions based on the data and analytics it provides.

We offer a range of services, including evaluation management, payment management, and reporting and analytics to help you take your commission sharing arrangement, research management, and research evaluation to the next level. We can't wait for you to experience the benefits of Research Manager.

At Research Manager, we understand managers' and brokers' complex needs and workflows. Our platform is highly flexible and adaptable to our customers' unique structures and processes. From Commission Sharing Arrangements to research management and research evaluation we can help you streamline your commission management processes.

Learn how Research Manager can improve efficiency, transparency, and accountability in your research and evaluation process.

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Services

Interaction Management

Research Manager offers advanced capabilities for research management, including the ability to ingest interaction data feeds from over 500 service providers through API. With our powerful rules engine, the buy-side has complete control over the quantity and quality of incoming interactions and can specify the information accompanying each data point. Any rejected interactions are automatically sent back to the provider for review.

Evaluation Management

Our team of expert product consultants offers customized research evaluation solutions that include hierarchy and budgeting setup and evaluation process implementation without any additional fees. We prioritize direct communication with evaluators and provide both standard and bespoke service feedback scorecards to ensure the best possible outcome for your research evaluation needs.

Payment Management

Our platform supports all payment types for clients using Commission Sharing Arrangements, Research Payment Accounts, Direct Charge, and Profit and Loss. Clients can use Complementary access to automate trade reconciliations through our proprietary matching engine and reconciliation technology. Managing Commission Sharing Arrangements has never been easier or more efficient with our platform.

Reporting and Analytics

Maximize the efficiency of your research management and evaluation with our comprehensive platform. Share data across the entire workflow process and access our proprietary database of over 5,000 firms and 50,000 analyst feeds for improved accuracy. Build custom reports and analyze trends to gain valuable insights. Trust our reliable and safe platform to enhance your research management and evaluation processes.

Customer Service

Our unparalleled personalized service includes your dedicated product consultant. From initial consultation on hierarchy and system structure to data migration, training programs, and ongoing support, they will guide you through every step of the process.

Managed Service

Let's work together to review your processes and find ways to outsource some or all of your administrative tasks.

Compliance

Gain access to a comprehensive audit trail that provides crucial data for meeting local research market regulations.

Research Manager helps asset managers to:

Automate the management of sell-side - provided interactions data, minimizing administration
Pre-filter interactions with buy-side management criteria removing unsubstantial interactions before they are published to the investment team
Access a proprietary, sell-side management database of over 5,000 providers and 50,000 analysts
Manage customized, bespoke evaluation processes during the year
Generate service provider feedback scorecards and reporting for internal and external use
Manage research budgets and allocation to providers
Handle multiple funding payments (Commission Sharing Arrangement, Profit & Loss, Research Payment Accounts)
Create reporting and trend analytics

Research Manager helps brokers and providers to:

Centralize the administration of Commission Sharing Arrangements for multiple buy-side trading clients
Maintain research analyst details to ensure accuracy in buy-side evaluations
Hold research invoices
Track client revenue relationships

News & Thought Leadership

Blog
Shining a Spotlight on the Client Commission Costs of CSA/Soft Dollar Aggregation Platforms

On-demand webinar
The SEC No Action Letter: Where Are We Now?

Blog
“Hold the Front Page!” – Reviewing a Hectic Month of Breaking News in the Payments for Research Business

Blog
Regulatory Rollercoaster: Expiry of the “No Action” Letter on Research Payments - To Extend or Not to Extend

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