Services

Coleman Exchange for the Buy-side

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OVERVIEW

Managing investment research has become a lot more complicated​

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.​

Schedule Interactions

Coleman Exchange saves times by automating the scheduling process

Control Consumption

Reverse entitlements and subscription management ensures your team is engaging with the proper counterparties

Track Interactions

Track time spent with research providers – helping your firm comply with reporting requirements​

Capabilities

Coleman Exchange Capabilities

Select time

Easily confirm calls and meetings with a research provider and avoid unnecessary back-and-forth

Reporting

Real-time objective reporting on Analysts Access meeting

Budget

Capture contract terms with Research Providers so you can monitor consumption in real time

Schedule

Easily schedule phone calls and meetings with your research providers​

Consolidate

Manage your phone calls and meetings with Research providers in one place (Coming in Q1 2019)​

Track

Real-time objective reports means you can accurately track all your phone calls and meetings with your Research Providers​

Compliance

Centrally manage and enforce your compliance program across all of your team’s people interactions (Coming in Q1 2019)

Control

Reverse Entitlements ensures Analysts and PMs only interact with approved counterparties

Testimonials
Integrations

A Flexible Platform to Adapt to Your Business Needs

REST APIs

Our modular APIs allow for easy integration with existing platforms of only the components you need

Salesforce & CRM

Salesforce Activity feed and Microsoft Dynamics CRM integration remove unnecessary data entry (coming Q1 2019)

Business Intelligence

Robust reporting API allows you to analyze and visualize your interactions data in your preferred BI tool

Single Sign-on

SSO capability allows easy access and automatic user provisioning

Data Security

We know your data is mission critical... so we meet the highest security standards

DATA ENCRYPTION

Industry standard technology ensures your data is totally secure

ACCESS CONTROLS

Only your firm has access to your private interactions

USER VERIFICATION

Verified Contacts

PRIVATE INTERACTIONS

Coleman has no visibility into details of your interactions

Stay ahead of the always-changing information economy

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