TrustRadius: an HG Insights company

What is BlueMatrix?

BlueMatrix offers investment professionals technology to author, distribute, consume, and evaluate investment research. Clients range from international investment banks and wealth-management firms to independent research boutiques. BlueMatrix applications offer research productivity and compliance solutions for both sell-side and buy-side companies. Features include compliance oversight, company profiles, entitlements and internal readership statistics.

Publishing & Distribution

From idea to fruition, the cloud-based publishing platform boosts productivity and minimizes risk to streamline the process of getting content out the door.
  • Repurposed content - Content blocks and multimedia assets are independently tracked and tagged for a reusable, single source of truth.
  • Real-time collaboration - Componentized content framework enables simultaneous, multi-author editorial access to an individual document.
  • One-click distribution - Metadata and RIXML are automatically packaged for simultaneous distribution across channels, devices, and formats (PDF, HTML, HTML5).
  • Built-in risk management - Automated workflow checkpoints, alerts, user controls, audit tracking, and disclaimer generation help keep you compliant.
  • Mobile-friendly - The cloud-based, software-as-a-service platform and mobile authoring app lets users work from the road.

Categories & Use Cases

Technical Details

Technical Details
Mobile ApplicationNo

FAQs

What is BlueMatrix?
BlueMatrix offers investment professionals technology to author, distribute, consume, and evaluate investment research. Clients range from international investment banks and wealth-management firms to independent research boutiques.