Resource Tracking

Bringing greater transparency to the provider-client relationship

Manage your firm for continued MiFID II compliance

Visible Alpha’s Resource Tracking can be used to track and analyze every research resource you consume, including vendor readership. With a flexible approach to setting rate cards and calculators, investment professionals can value interactions in the most relevant and meaningful way.

Track and analyze all research resources consumed

Track and analyze all research resources consumed

 

Create a unique methodology with industry-leading calculators and rate cards

Create a unique methodology with industry-leading calculators and rate cards

 

Receive consumption data directly from more than 450 providers or capture it live via your email inbox using the Outlook Plug-In

Receive consumption data directly from more than 450 providers or capture it live via your email inbox using the Outlook Plug-In

 

Action research payments based on the valuation framework set with seamless integrations into many RPA and CSA providers

Action research payments based on the valuation framework set with seamless integrations into many RPA and CSA providers

 

Quickly evaluate your research consumption

  • 12 robust charting tools to visualize your data in variety of ways
  • Understand consumption across users, teams and research providers
  • Obtain a weighted or unweighted view of your data to better understand value
  • Create data pivot tables across brokers, teams, interaction types, meeting types and more to analyze consumption
  • Gain insight into interactions for each of your relationships through our ‘Provider Profile’

Review your interactions before actioning payments

  • Customize your settings to auto accept or reject provider interactions
  • Comment on interactions and streamline collaboration throughout the process
  • Flag and review interactions for unknown investor attendees
  • Create a rate card based on multiple factors and apply it to events and interactions

Introducing Budgeting:

Strengthen the controls around allocating your research budget across your firm’s teams and individuals

  • Account for fixed and variable costs and providers to maintain compliance
  • Customize the way teams and individuals can allocate research budgets across time periods and providers
  • Track consumption against your variable budget to ensure alignment and visualize how you’re trending

Analyze every research resource you consume

Get started with Visible Alpha’s Resource Tracking