Research Manager is a single, cloud-based solution for asset managers to administer their whole research evaluation and payments workflow.

Clients can utilize technology alongside personalized support with the option for managed services. Re-built to adapt to the post MiFID II best practice, Research Manager is flexible and adaptable to varying buyside budgeting and evaluation processes. Track interaction data, allocate budgets, evaluate research services, instruct payments and provide service feedback. Create operational efficiencies and reduce time spent by investment professionals by pre-filtering interactions received direct from over 500 providers. Utilize the Commission Management module to aggregate and reconcile commission sharing arrangements, while Research Manager can handle all funding methods (CSAs, soft, RPAs, accounting and P&L).

Clients are fully supported by our Product Consultants. In addition, clients can take advantage of our experienced Managed Services offering to provide further cost efficiencies. Our Commission Management module can be used by executing brokers to centralize in a software solution the management of multiple buyside soft dollar and CCA/CSAs, providing efficiencies in the process and moving away from sub-optimal internal systems or excel. Trade files are automatically reconciled between buyside and sell-side records, and invoices can be stored in perpetuity in the system.