Is your solution turnkey or must it be integrated into existing systems?
The Quark research authoring software is an out-of-the-box solution designed to meet the needs of most standard investment research publishing processes. The open and extensible architecture of the research platform provides the ability to customise functionality and integrate with external systems as needed.
Is your system hosted or on-premises?
The solution is available in both hosted and on-premises versions.
Can your solution manage research contributors who are distributed globally, without any user interface latency?
Yes, the Quark Investment Research Reporting Solution offers clustering and distributed, synchronised deployment for those clients with a global user base.
Do you produce automated charts?
Charts, graphics and data tables can all be produced using automated scheduling and dynamic assembly.
Do you integrate with Excel?
Quark’s publishing platform for investment research integrates with Microsoft Excel and other Microsoft Office applications. Both graphics and data can be brought into the solution from MS Excel and content can be automatically synchronised between the two applications, as selected by the research analyst.
Can you output to mobile devices?
Yes, output is available for all major device formats (iPhone, iPad Air, iPad mini, Kindle Fire, Samsung Tab etc.), device types (tablets and smartphones) and operating system environments (iOS, Android, Mac OS X and Windows). Content can be published directly to mobile from the automated authoring workflow or requested by the mobile consumer, on-demand. Customers have the option of native apps, Web apps or both.
Can you output to the web?
Yes, all content created in the Quark Investment Research Reporting Solution is format neutral and therefore can be pushed to any standard output format, including XML, HTML and HTML5. This means publishing into a Web content management system (CMS) already in place within an organisation is possible, as well as delivery to an interactive Web app, providing an app-like experience within any modern browser.
Does your solution incorporate compliance/disclosure/analyst attribution component(s)?
Automated compliance technology (with rule-based configuration) is included as well as a componentised disclosure repository for write-once-use-many ease of use and analyst affirmation tracking on a report-by-report basis.
Do you have the ability to deliver to content aggregators?
Extensive delivery options are available including support for pushing reports to multiple content aggregators.
Can you track readership of the distributed research?
Yes, readership data streams are available to integrate with standard third-party analytical engines, such as Google Analytics and IBM Analytics, among others.
Do you offer services to help set up and implement your solution?
Quark has an experienced professional services division, which is available to support the installation, configuration and implementation of any custom requirements. This team has worked within a wide variety of financial services and technology environments and has a deep understanding of the requirements for investment research reporting authoring and publishing.
We see that you are based in Denver, Colorado. Do you work with non-US-based clients?
Quark is a global organisation with offices around the world. Many of Quark’s existing financial and non-financial clients are global organisations, each with their own unique needs, each of which is supported by Quark’s distributed sales, service and support organisations.
What do your support services look like?
Quark offers a variety of support programmes that fill most standard business needs, for example 5x8 during local business hours in primary time zones. Should special support requirements exist, Quark provides customised support plans to meet each client’s needs.
How many customers do you have?
Quark has hundreds of thousands of customers around the globe spanning a wide range of industries and applications. The company has more than 20 years of experience in enterprise software development, deployment and support.
How long has Quark been offering solutions in financial services?
Quark has been offering publishing solutions in the financial services industry since its inception more than 30 years ago. In recent years, Quark has specifically focused on the investment banking and asset management divisions as their needs have grown from traditional PDF publishing to include digital and mobile delivery, an area in which Quark has been recognised as a market leader.*
Do you work with partners?
Quark has an active partner community and has organised its relationships around strategy, technology, solutions and resellers. For more information on Quark’s partner programme, please see the Quark partner page on our website.
Do you support RIXML?
Quark supports the latest version of the RIXML standard (v2.4). Further, Quark is very active in RIXML.org and plays a key role in its Emerging Technology and Componentisation working groups.
Do you support component content management?
Component management is a pillar upon which Quark has built its latest publishing platform. Components are managed as independent pieces of content, each with its own security, lifecycle and publishing management. Components are assembled dynamically to create automated documents and then formatted to meet the requirements of each output channel (e.g. web, email, RSS feed, print, mobile, etc.). Quark is a leader in component content management within the dynamic publishing vendor community.
* 2013 Analysis of the Global Dynamic Publishing Market, Frost & Sullivan