Recent changes to the regulatory environment are having a profound impact on how the buy-side is able to access, consume and pay for investment research. This is why we have launched our new Coleman Exchange platform, helping your firm seamlessly manage all your Analyst Access and other meeting interactions you have with research providers. With Coleman Exchange, you no longer need to manually log these interactions, which means reporting is as easy as the click of a button. Not only do you have full control over these interactions via reverse entitlements, but you can also capture contract terms to track consumption in real-time.
We will soon be launching additional features for our buy-side customers, which will enable firms to apply and enforce customized compliance for all their people interactions, and manage and send on-demand research projects to multiple research providers. The platform will also provide knowledge management of research projects, research contacts, and experts, helping customers to quickly and easily leverage historical data and institutional knowledge via robust contact and project search and tagging.
Coleman Exchange is based on the proven technology platform used by Coleman Research to provide hundreds of thousands of Expert research interactions to buy-side and sell-side institutions.
Coleman Exchange saves times by automating the scheduling process
Reverse entitlements and subscription management ensures your team is engaging with the proper counterparties
Track time spent with research providers – helping your firm comply with reporting requirements
Capture contract terms with Research Providers so you can monitor consumption in real time
Easily schedule phone calls and meetings with your research providers
Manage your phone calls and meetings with Research providers in one place (Coming in Q1 2019)
Real-time objective reports means you can accurately track all your phone calls and meetings with your Research Providers
Centrally manage and enforce your compliance program across all of your team’s people interactions (Coming in Q1 2019)
Reverse Entitlements ensures Analysts and PMs only interact with approved counterparties
We need to schedule, manage, and track our phone calls and meetings with research providers. Coleman Exchange will provide a unified platform to do so without our team having to manually log them or rely on someone else’s data.
— VP, Top 10 Mutual Fund
Our modular APIs allow for easy integration with existing platforms of only the components you need
Salesforce Activity feed and Microsoft Dynamics CRM integration remove unnecessary data entry (coming Q1 2019)
Robust reporting API allows you to analyze and visualize your interactions data in your preferred BI tool
SSO capability allows easy access and automatic user provisioning
Industry standard technology ensures your data is totally secure
Only your firm has access to your private interactions
Coleman has no visibility into details of your interactions