Provider Evaluation (Broker Vote)

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

• 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

• 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