Connect Research Portals
Compromising of a range of configurable options to manage the secured distribution of financial research, data and event content
Out-of-the-box solution
Branded, built and delivered as a packaged service, new sites typically up and running in around 6-8 weeks.
Fully supported by worldflow
Requires little or no internal resources to set-up and manage and more cost-effective than an internal build would be.
Comprehensive navigation and search tools
Make it easy for clients to find the latest publications, commentary, value add content and archived reports in one place.
Supports multiple content types
PDF, Excel, Audio, Video and Fundamentals/Data; clients can access all your material in the right context.
Directly integrated with your CRM
Making it easier to set up new clients quickly and ensure that only active users have access.
Detailed real-time reporting
You can track not only what clients are reading but also what information they’re searching for.
🛡️ Regulatory Compliance Built-In
Full compliance framework ensuring your research meets all regulatory requirements
🔒 MIFID II Ready
Complete MIFID II compliance including research payment provisions and client categorization
📋 GDPR Compliant
Full GDPR compliance with data protection, consent management, and privacy controls
🌍 Global Frameworks
Support for US Privacy regulations, Japanese Individual frameworks, and other global requirements
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Aggregator Distribution
worldflow Connect - the largest distributor of research content to aggregator venues globally
Distributing content for over 400 research providers to 20+ destinations. Trusted by clients for over 10 years