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Published Research Search
Microsoft Word Client
Microsoft Word Clients
The RPAS Cloud Word Client is an application that installs and runs locally from the client’s premises. For security purposes, it is the only application that can submit documents to the RPAS Platform, and it does so by encrypting documents first using in-premise stored encryption keys, and then transmits documents over Amazon Web Service’s secure transport layer.
Features
Using the Microsoft Word Client, authors or reviewers can do the following:
Initiate a Research Report
Create a...E-mail Delivery to Contacts
E-mail Delivery to Contacts
RPAS Cloud provides high performance, reliable and scalable e-mail delivery of your research product to your distribution lists. It relieves research departments of the cost and complexity of maintaining custom email systems.
Features
The RPAS Cloud Email Delivery follows the industry’s standards and includes the following processes and services:
ISP Feedback Loop Management (e.g. Bounce-backs, Complaints, Unsubscribes,...Product Types Templates
Product Types Templates
The templates allows authoring groups to create new documents using the client’s branding and research product specifications, and push them to the Workflow.
Features
Benefits
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Document Monitor Board
Document Monitor Board
It provides an across the board view of documents on all Workflows and their transition points.
Features
Benefits
From Document Monitor Board users can:
Move a document from one transition point to another.
Activity Streams
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Research Product Types Set Up
Research Product Types Set Up
Manage branding; define attributes and content type of your research products.
Features
Benefits
Workflow Management & Visualizations
Workflow Management & Visualizations
Start now. Change as you go. Design, manage, and visualize workflows for your various research products.
Features
Benefits
Compliance Disclosure Management
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Performance Lists & Portfolio Models Management
Performance Lists & Portfolio Models Management
Manage performance lists (e.g. Focus List, Priority Stock List, etc.) or Portfolio Model (e.g. Top 20 Municipal Funds vs. Benchmark or Market Index, etc.)
Features
Benefits
Coverage Universe Management
Coverage Universe Management
Manage one or more lists of coverage (e.g. CEF list, or ETF List, Equity list, etc.)
Features
Benefits
Research Taxonomy Management
Research Taxonomy Management
Design, manage, and visualize proprietary hierarchical classifications for your research product.
Features
Benefits
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Research Types
Research Types
Manage, for example, Equity Research, Fixed Income, Mutual Funds, CEF, ETF, etc., and Research Type Instruments such as Stocks, Bonds, Issuers, Funds, etc., their properties, e.g. Name, Symbol, Current Price, Exchanges, Currencies, Regions, Countries, etc., and their metrics, e.g. Close Price, 52-week Range, Earnings Estimates, Revenues, Ratings, Valuation Range, etc.
Features
Contact Management
Contact Management
Manage your contacts and your research product distribution lists. Set up attribute-based subscriptions.
Features
Benefits
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