AIM HIGH
THROUGH SAFETY
WITH INVESTARS
INVESTARS
FOR RESEARCH PERFORMANCE
MONITOR THE PERFORMANCE OF YOUR ANALYSTS
USE OUR ALGORITHMS, INDUSTRY
CLASSIFICATIONS, GRAPHICS, BENCHMARKS AND TIME PERIODS,
YOU CAN VIEW YOUR RESEARCH PERFORMANCE
AND SHARE INSIGHTS WITH YOUR CLIENTS.
RESEARCH EVALUATION
FOR INSTITUTIONS
Alpha Express provides customizable performance analysis system to identify, evaluate and unlock the hidden value of internal research ideas.

Flexible toolset tracks analyst performance based on clientdefined criteria, benchmarks and algorithms. Customized performance algorithms accurately reflect your research style and mandate. Historical performance charts highlight the consistency of each individual analyst over time. Drill-down level analysis provides transparent and intuitive reports at various levels.

PAYMENT AND COMPLIANCE
FOR RESEARCH
Commission Tracker serves as an execution and research commission reconciliation and reporting module for the sell-side.

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

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

Broker independent and conflict-free third-party software tool, that aggregates and matches buy-side trades against broker trades. Multi-client capability makes it convenient to capture and reconcile the necessary datapoints 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 brokers to seamlessly integrate their commission reconciliation and payment processes into a single web-based system and offer to their CSA clients.

Pay Express offers CSA/CCA payment processing and commission reporting.

Enables the sending of payments from your commission sharing (CSA) accounts to your brokers and research providers. Keeps track of execution and research commission in one central information hub. Seamless commission payment system enables sending commission payment instructions to multiple brokers from one interface. Integrated commission tracking module provides a comprehensive tracking, reporting and payment solution.

Compliance Tools assist research firms with the compliance of research-related regulations.

Many NASD 2711 requirements of and corresponding SEC and NYSE regulations have been based on products first brought to the market by Investars including our investars Rating Plotter Charts. Investars has since leveraged its platform to provide more than 25 broker dealers with cost offective tools in an easy web-based platform.

The rating Plotters, which discloses the historical ratings and price targets relative to the stock price chart, can be automatically generated and included in research reports at the click of a button. The toolset includes other compliance-related graphics.

This is a great cost-effective third party compliance solution for sell-side and independent research providers.