Resource Tracking

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Visible Alpha's Resource Tracking can be used to track and analyze every research resource you consume, including vendor readership. With a flexible approach to setting rate cards and calculators, investment professionals can value interactions in the most relevant and meaningful way.

Key Features

  • 12 robust charting tools to visualize your data in a variety of ways
  • Obtain a weighted or unweighted view of your data to better understand value
  • Create data pivot tables across brokers, teams, interactions types, meeting types and more to analyze consumption
  • Customize your settings to auto accept or reject provider interactions
  • Create a rate card based on multiple factors anad apply it to events and interactions

Key Benefits

  • Track and analyze all research resources consumed across users, teams and research providers
  • Create a unique methodology with industry-leading calculators and rate cards
  • Receive consumption data directly from more than 450 providers or capture it live via your email inbox using the Outlook Plug-In
  • Action research payments based on the valuation framework set with seamless integrations into many RPA and CSA providers

Product/Service details