For most firms, 2017 was a year filled with preparation for the new MiFID II regulations...
Reverse EntitlementsManage your risk of MiFID II inducements across all research providers and vendor channels. Easily track providers and evaluate which vendors may be out of compliance.
*Entitlements are updated in real-time for Visible Alpha and a selection of other vendors.
Organize your vendor list
Identify the teams and/or individual users who should have access to certain vendors
Visualize discrepancies in entitlements
See alert icons when vendors are not compliant with entitlements set*
Simplify communication to vendors
Communicate with vendors who are not compliant with greater certainty
Provider HubImprove the efficiency of managing your business in a MiFID II world. Track and manage provider trials, contracts, contacts and relationships.
- Manage all contract documents including start and end dates across all your providers
- Maintain compliance with the new trial guidelines under MiFID II and receive alerts when new provider trials are beginning or ending