Buyside Services - Integrated Solutions

Vote Express - broker evaluation and event management

Flexible client-defined criteria makes it easy to customize your weightings for categories by team or strategy.

Streamlined design simplifies the voting process while providing a comprehensive evaluation of all levels of service.

Automated tracking of research services allows you to view all the meetings, conferences, and field trips that your brokers provided.

Email alerts for monitoring and evaluation to better manage your votes and commission flow.

Scorecards for tracking and reporting provide you with graphics for internal management or broker feedback.

 
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*Investars Insight is a product geared towards institutional clients. As such, we can not answer emails that don’t specify the organization interested in the demo.