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Provider Evaluation (Broker Vote)

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Overview

A flexible provider evaluation framework that combines quantitative and qualitative feedback to align the value of sell-side interactions with payments

Key Features

  • Three set-ups: Standard, Budget-Based, Multi-Format
  • Run multiple votes at the same time
  • Create your valuation framework based on components, interaction types and/or meeting types
  • Set the granularity at which to evaluate your providers
  • Measure provider scores with points or dollar amounts

Key Benefits

  • Adjust your provider evaluation results by applying a qualitative overlay
  • Gain visibility into interactions that impact the valuation process most substantially
  • Quickly analyze rankings and the distribution of results before investment professionals submit their evaluation
  • Better understand the impact of each sell-side interaction on your performance

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