Investment Research

Investment Research in the Digital Age



Lower Cost Structure

Automate the research production process and reduce the time and cost of creating and publishing investment research by up to 85%. By integrating best-in-class research authoring software, you can reduce internal development and support costs and support the latest technologies and digital devices.

Customer Retention

Better serve clients and increase competitive edge by delivering relevant, targeted investment research and opinions by PDF, email, social media and the latest digital devices. Include engaging, interactive content and leverage reader insights to create personalized reports that better serve each client’s unique needs.

Reduce Risk

Implement compliance automation to reduce the time and cost of meeting burgeoning compliance and regulatory requirements. Minimize organizational and individual risk while streamlining the content and legal review processes to ensure tracked signoff.

Reduce Errors

Eliminate copy and paste and rekeying errors to produce higher quality products. Ensure there are no inconsistencies between different research products by reusing the exact same “referenced” content in multiple locations and media types.

Minimize Disruption

By offering a variety of authoring options including direct integration with Microsoft Word and Excel, research analysts can be up and running quickly with little to no training. In addition, the modern, open architecture of the Quark Investment Research Reporting Solution enables easy integration with existing business systems.

Time To Market

Enable analysts to publish research opinions faster by allowing them to focus on content – not formatting – while automating compliance, approval and production processes. This means more investment research published to more channels without increasing your resources. What’s more, creating and publishing information faster than the competition can lead to differentiated product service and superior value to clients.