INTEGRATED STRATEGIC
VIEW OF RESEARCH
VALUE AND PAYMENTS
INVESTARS
FOR INSTITUTIONS
REDUCE INFORMATION RISK, TRACK THE VALUE OF RESEARCH,
COMPENSATE SUPPLIERS, SIMPLIFY REPORTING
ENABLES INSTITUTIONAL INVESTORS AND RESEARCH DIRECTORS TO TRACK BROKER COMMISSIONS AND ALIGN RESEARCH COMPENSATION WITH MONITORED VALUE.
A WEB-BASED RESEARCH EVALUATION AND COMMISSION MANAGEMENT
SYSTEM FOR CHIEF INVESTMENT AND COMPLIANCE OFFICERS,
MONEY MANAGERS, RESEARCH DIRECTORS AND ANALYSTS.
RESEARCH EVALUATION AND COMMISSION TRACKING
AND PAYMENT FOR INSTITUTIONS
Alpha Express tracks the value of research recommendations and allows you to see which analysts and sales-traders had the most market impact on your portfolio.

Access reports, notes and trading ideas from top performing brokers and research providers. Customize algorithms and benchmarks to suit the way you extract value from the research you consume.Glean insight from data visualization tools to see performance trends for different market conditions. Manage your information risk and identify the core competencies of your research suppliers with drill-down level analysis.

Vote Express gives users a broker evaluation and event management tool.

Flexible client-defined criteria makes it easy to customize category weightings by team or strategy. Streamlined design simplifies the voting process while providing a comprehensive evaluation of all service levels. Automated tracking of research services allows you to view all meetings, conferences, and field trips provided by your brokers. Email alerts for monitoring and evaluation enables improved management for your votes and commission flow. Tracking and reporting scorecards gives you graphics for internal management or broker feedback.

COMMISSION TRACKER AND PAYMENT
FOR INSTITUTIONS
Commission Tracker serves as an execution and research commission reconciliation and reporting module.

Commission management solution designed to help clients to track and generate reports on execution and research commissions. System assists in reconciling and tracking CSA/ CCA eligible and non-eligible trades and commissions based on client defined rules. Generates customized commission reports by region, broker, portfolio manager or other data points, based on your preferences and reporting requirements.

Recon Express offers a fully-customizable and streamlined commission reconciliation tool that allows buyside clients to automatically match and reconcile trades and commissions with their brokers.

Broker independent and conflict-free third-party aggregates and matches buy-side trades against broker trades. Multibroker capability makes it convenient to capture and reconcile the necessary data-points from all parties involved in one centralized system. Streamlined single point of access for trade matching and exception reporting allows for easy identification of potential discrepancies. Integration with Investars Insight Pay Express and Commission Tracker modules allows clients to seamlessly integrate their commission reconciliation and payment processes into a single web-based system.

Pay Express offers CSA/CCA payment processing and at the business unit, fund or PM manager level enabling compliance with multiple regional regulatory requirements.

Enables sending payments from your commission sharing (CSA) accounts to your brokers and research providers. Serves as one central portal for portfolio managers, business managers, research providers and CSA brokers for placement of instructions and monitoring of CSA payments for research. Seamless commission payment system enables sending commission payment instructions to multiple brokers from one interface.