Research Publishing Automation System

InfoTech's Research Publishing Automation System (RPAS) is a sophisticated, Web-based research publishing platform available in Enterprise and Lite editions. The Enterprise edition is designed for deployment at larger organizations, where leveraging resources across numerous information management platforms is important. The Lite edition is a self-contained solution hosted by InfoTech as a SaaS, designed for deployment at organizations where platform integration is not required. Both the Enterprise and Lite editions deliver the ability to process research products quickly and efficiently through the full research publishing lifecycle. Both deployments touch on every aspect of the research product at every point in workflow, from concept to editing to supervisory analyst review, and on to investor audience release and distribution.

• Publications workflow engine for managing documents through the editorial and compliance review processes through, and including, distribution
• Earnings and analytics databases for storing and managing analyst estimates and analytics, as well as integrating with available market data feed providers
• Document repository for availability of work in progress and published documents for repurposing and archival
• Research metadata management for the administration of information and definitions related to coverage hierarchy, industry and sector classification, user profiles and more
• Disclosure compliance management for the assignment and management of prohibited phrases and disclosures associated with covered companies
• Automated compliance check scan of documents supporting SA and related review, to ensure that disclosure associations are in place for documents being readied for publication
• Research product distribution to research consolidator and vendor sites, as well as subscription-based distribution to institutional investor recipients of research

• Rich feature set packaged in an intuitive design deployed using current and proven technologies
• Structured, secure and reliable platform for research production
• Provides analysts the ability to focus on delivering quality and insightful research, using tools that work
• Provides editorial and production staff quick trafficking capability
• Readies and delivers research to the investor audience faster and in a variety of formats that work for them

The Information in this section highlights the features of InfoTech’s RPAS Enterprise Edition and Lite Edition. While the RPAS Enterprise Edition is geared towards in-house deployment at larger organizations, RPAS Lite is geared towards smaller organizations with the application hosted by InfoTech.

RPAS Enterprise or RPAS Lite Edition?

General Characteristics	Enterprise Edition (EE)	Lite Edition (LE)
Description	A solution custom tailored to the specific needs of individual research publishing operations	One solution that delivers a toolset to facilitate and expedite the financial research production lifecycle.
Impact on the Marketplace	An established solution deployed to numerous satisfied clients for more than a decade	An innovative new solution that eliminates ongoing investments in technology infrastructure maintenance
Deployment	Deployed on your organization’s infrastructure	SaaS-based model hosted by InfoTech
Platform/Desktop Requirements	Web-based platform, requiring Microsoft Word on the desktop	Fully Web-based platform, relying on a browser and Internet connectivity. Microsoft Word is not required
Access	Accessed through the organization’s network	Accessed from any computer with Internet access
Target Group	Recommended for large financial research organizations	Recommended for smaller to mid-sized financial research departments and organizations
Pricing	Project based	Seat-based licensing
Key Features	A comprehensive suite of tools designed to accommodate all stages of research publishing and distribution processes	Provides a robust set of features

Features	Enterprise Edition (EE)	Lite Edition (LE)
Publications Workflow Engine	YES	YES
Earning and Analytics Database Analyst Estimates Market Data Integration	YES YES	YES Capable
Document Repository and Archive	YES	YES
Research Metadata Management	YES	YES
Disclosures Compliance Management Automated Compliance Check Disclosure Charts Automation Disclosures Management	YES YES YES	Capable Capable YES
Research Product Distribution Research Consolidator and Vendor Sites Subscription-Based Distribution	YES YES	YES Capable
Analyst Data Management Tools	YES	YES
Customized Publications Templates Document Content Automation Document Format Automation	YES YES	YES YES