Technology Overview

Knowledge Broker™ (KB) is a real-time, web-based extranet designed to enable users to streamline the research process involved in locating and managing relationships with industry experts. It is a complete project management system capable of managing hundreds of thousands of contacts including proprietary industry contacts and third party contacts. Features of Knowledge Broker™ include:

	Easily Recruit Industry Contacts Knowledge Broker™ gives you the ability to empower your analysts to schedule calls with industry contacts. Your analysts can send out invitations to industry contacts for future consulting opportunities. Through this process the leads sourced by your analyst will agree to your compliance procedures and they will be logged into the database to be retrieved for each and every research project your firm does.
	Search for Industry Contacts You can search your database of industry contacts by your predefined search criteria including keyword. Keyword searches can be preformed across all user defined fields using Boolean logic.
	Record History of All Research Projects You can open new projects, or update and review the status of existing ones. You have an extensive array of historical and real-time reports available at your fingertips. All reports are generated in Excel for easy access and manipulation.
	Track Compliance Procedures Knowledge Broker™ has been developed from the ground up with your complex compliance requirements in mind. Analysts who use Knowledge Broker™ must adhere to its built-in workflows which help facilitate compliance oversight.