For Research Distribution

• Create and/or manage your research report distribution
• Manage the messaging to your investors
• View activity and compliance reports in real time
• View your live and archived research reports

For Investors

• View all live research you have been invited to view in one place
• Provide feedback, arrange a call, or book a meeting with the Research Analysts(s) directly from the platform
• Annotate research documents – you can share your annotations with the Research Analyst(s) or keep them private
• If enabled, print and/or download research report with annotations, if you have made any