Interaction Management

ResearchPool provides investment managers comprehensive research and interaction management solutions

Connect to ResearchPool

ResearchPool’s robust MiFID II compliant interaction management tool allows investment firms to directly input and securely store all sell-side and corporate interactions directly into the ResearchPool’s research management platform, alongside the firm’s investment research library and research budgeting tools.

ResearchPool has developed a powerful Microsoft Outlook Add-in for users that simplifies the logging of analyst and corporate access interactions.

The platform includes comprehensive analytical tools that allow firms to evaluate the efficiency and effectiveness of their interactions, whilst providing firm-wide transparency and effective oversight.

Webinar

ResearchPool invites you to a webinar on Tuesday, 10 August at 11:30 EDT / 4:30pm BST / 5:30pm CEST to learn more about our interaction management solution for investment managers.

Book your place below. 

ResearchPool Demo - Research & Interaction Management Platform

Tuesday, 10 August 2021

11:30 EDT / 4:30pm BST / 5:30pm CEST

Re-inventing content management

ResearchPool's Microsoft Outlook Add-in

Seamless Integration

ResearchPool’s Microsoft Outlook add-in is easy to install and use.  On activation simply launch Outlook, open a calendar entry, click the ResearchPool add-in and connect your ResearchPool account.  Once done you can immediately start recording your interactions.

Recording Interactions

When you create, or open, an Outlook calendar invitation, simply click the Researchpool add-in, and the sidebar will open.  Helpfully, much of the required information will already pre-populated from information contained in the calendar entry.  Once the fields are completed, click save and the interaction will be recorded to ResearchPool.

Management Information

ResearchPool has incorporated Tableau™ data visualisation software to provide firms graphical representation of their research consumption and interactions information and data.  Data can also be downloaded in a variety of formats, including Microsoft Excel.  This data helps firms evaluate the efficiency and effectiveness of their interactions and research consumption.

The ResearchPool Platform

Global Research Access

  • Access Broker research through our entitlement process.
  • Discover third-party provider investment research and market intelligence with transparent pricing through the ResearchPool Marketplace.
  • Research Management System stores your firm’s in-house research to encourage firm-wide collaboration and information sharing.

Interaction Management

  • Seamlessly simplifies the recording and tracking of your broker, independent research provider and corporate interactions whilst making them transparent, firm-wide.

Consumption Tracking

  • Provides accurate, traceable centralized data on your research consumption. 
  • The module collects and stores in real-time your firm-wide consumption data across all your selected research providers.

Budget Calculator

  • Simplify research budgets allocation.
  • Obtain comprehensive, real time-consumption data at any level within your firm, for example by team or by strategy.
  • Fully customizable  dashboard.

Pricing

Free

Research discovery for all
0 free access*
  • Content discovery & access
  • Smart search content

Basic

Basic solution for professionals
55 per user / per month*
  • Single professional user solution
  • Content discovery & access
  • Smart search content
  • Entitlement management
  • Email alerts management
  • Smart classifications / interests
  • Interactions management
  • Internal research storage
Individual

Advanced

Advanced solution for teams
120 per user / per month*
  • Team solution
  • Content discovery & access
  • Smart search content
  • Entitlement management
  • Email alerts management
  • Smart classifications / interests
  • Interactions management
  • Internal research storage
  • Internal research distribution
  • Contract & budget management
  • Consumption analytics
  • Advanced organization administration
Business

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