Research Database with Market Data Providers Integration
RPAS database integrates with many of the primary market data providers such as:
The database maintains everything from market data, fundamental data and analytical data...
Document Archive
Document Archive
RPAS’s Document Archive provides an archiving tool for users to quickly and easily access all published research products. Users can search based on a comprehensive list of attributes including company ticker, industry, sector and author.
For each publication, the tool provides a full log of information as to where each product has been distributed, when and by whom.
Institutional And Retail Readership Module
Institutional and Retail Readership Module
Institutional and Retail Readership is another feature of RPAS’s Research Distribution System. This module manages the full cycle of research document fulfillment and distribution. It enables effective distribution management of printed media including a full range of alternative media, such as fax, e-mail, PDF, HTML, XML, RIXML, IRML, and more. The system provides efficient fulfillment and distribution management capabilities for firms that produce multiple products for clients who exist on separate distribution lists.
Research Aggregator Distribution Module
...Research Aggregator Distribution Module
The Research Aggregator Distribution Module is one of the features of RPAS’s Research Distribution System. It is an integrated solution that automates the otherwise time consuming and frequently error-prone processes of formatting and posting research documents to various third party consolidators with the push of a button.
Compliance System
Financial Research Publishing Automation System (RPAS) Components Research Document Workflow, Review & Approval
Compliance System
The Compliance System is a module in RPAS that provides automation for ensuring that documents produced by RPAS comply with SEC regulations governing research publications before they are printed and distributed to the public.
Features
Automatically performs the SEC-mandated compliance functions of system safeguards, backup procedures, disaster recovery, resumption of operations and record-keeping
Document Monitor System
Document Monitor System
The RPAS Document Monitor System provides the production group the ability to easily monitor which documents are available for reviewing and editing and in what stage of the workflow process.
Features
The Document Monitor System also verifies and enforces that the documents properly comply with all required compliance rules prior to release and distribution. For each document, the user can:
Coverage Universe Report Automation Module
Coverage Universe Report Automation Module
The InfoTech Coverage Universe Report module interacts with corporate information and market data resources to automate the consolidation and formatting of raw data into informative and easily readable reports.
Features
Easy-to-use wizard to automatically retrieve coverage universe data in a standard corporate formatMeeting Packet Automation Module
Meeting Packet Automation Module
The Meeting Packet Module uses reports created by the Research Note module to automate the creation of a comprehensive research product / packet that may include a table of contents, summary sheets, complete notes and other defined reports.
The Meeting Packet Automation Module offers the same features as the Research Note module with the addition of intuitive administrative interfaces to select existing Research Notes for inclusion in Compendium Packets.
Research Note Automation Module
Research Note Automation Module
Research Notes (such as Company notes or Industry notes) are the most time-sensitive of research publications produced by financial institutions. Research departments need a quick and easy way to create and distribute these reports. The Research Note Automation module allows research analysts and associates to leverage corporate databases to easily author and submit notes for publication and distribution.
RPAS integrates with Microsoft Word to automate the creation of documents based templates that are uniquely built to match each organization’s branding requirements. This provides quick data population as well as complete preservation of corporate branding.
Analyst Model Toolkit Module
Analyst Model Toolkit Module
Much of the information that goes into a research document comes from a research analyst’s model. InfoTech’s Analyst Model Toolkit is the most effective and reliable means of transferring information between the analyst model and the research document. When a research analyst researches a company’s current value and projects its future value, that analyst does the bulk of work using a financial model – usually an Excel workbook comprised of numerous interdependent worksheets. The information in the model is important to the investor; the easier and less error-prone the method for getting information from the financial model to the research...
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