Provider Evaluation

Much more than a broker vote

Streamline the way you evaluate research providers

With a comprehensive framework that includes a quantitative review of your consumption data and a qualitative feedback process, this Provider Valuation is much more than your typical broker vote.

The most flexible provider evaluation tool

  • Align your voting process with the structure of your team
  • Adjust your provider evaluation results by applying a qualitative overlay
  • Gain visibility into interactions that impact the valuation process most substantially
  • Run multiple votes at the same time
  • Visualize each investment professionals’ evaluation score by provider or interaction type
  • Quickly analyze rankings and the distribution of results before investment professionals submit their evaluation

Quick and effective setup process

  • Create your valuation framework based on components, interaction types and/or meeting types
  • Set the granularity at which to evaluate your providers
  • Measure provider scores with points or dollar amounts
  • Better understand the impact of each sell-side interaction on your performance

Enjoy the flexibility of setting up and managing your provider evaluation process with three options:

Visible Alpha Provider Evaluation standard setup


A pool of votes is set and investment professionals are able to evaluate providers on standard interaction types, such as corporate access events, research and sales

Visible Alpha Provider Evaluation budget-based setup


A distinct budget is set on a user level and must be allocated to their provider relationships

Visible Alpha Provider Evaluation multi-format setup


A flexible system to run multiple valuation programs at the same time and also customize the components that individuals can select

Get access to the most flexible provider evaluation system

Learn more about Visible Alpha’s Provider Evaluation