Financial Research Solutions
Blue Curve for Financial Research combines our software in the best possible way to mirror your process and improve it's efficiency and effectiveness. Our software products have been designed around the needs of the user, based on our long history and vast experience in the industry with both large and small investment research firms.
Our solution is the most comprehensive in the market, improving your process from the collection and management of financial data, all the way to distribution of the finished product across all popular delivery channels. Blue Curve is a modular solution, meaning that you can combine the Blue Curve modules that meet your immediate needs without paying for software features you may never want.
For smaller firms, this means you can create a research production solution that's low-cost, full of the features you want and easy to manage. Whereas larger firms will appreciate each modules depth of functionality and ease of integration with existing systems.
This solution combines features from Insight and Create to provide a flexible, highly automated and robust platform for research document authoring. The solution is aimed at small groups of analysts and associates who need to automate their common authoring processes and want to introduce consistency across their data and content.
The solution produces completed research reports, in PDF format if required, ready for further processing or direct distribution to customers. The Analyst solution is intended for use by smaller firms, so contains limited workflow and compliance functionality.
Our Professional solution builds on the Analyst solution by providing a more sophisticated production management process to allow research production staff to manage the entire document life cycle across their entire department. The use of the Process module also allows more advanced document automation, speeding up the process further. The introduction of Comply, also provides the ability to handle more complex compliance scenarios and to make the disclosure process more dynamic.
Professional is the solution of choice for larger groups of users where there is the need for more complex documents to be produced, more sophisticated working practices and a desire to improve efficiency and customer services through the use of process automation.
Blue Curve Complete adds the Reach module to the Professional solution to automate the distribution of the finished content to customers. Having an integrated distribution package allows for greater end-to-end efficiency, improving speed to market. Reach’s targeting features also improve customer satisfaction, and its auditing features provide invaluable management information.
Blue Curve automatically converts all content into formats suitable for the distribution channel using our unique component architecture. This allows you to creat impressive emails, web pages and take full adavantage of on-line distribution without any manual effort.