Connect Client Portal
Comprising 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.
Other Connect Products
Complete your research distribution with our additional tools
📝 Authoring
Template-based authoring with multi-format output. Professional layouts, charts, tables - publish as HTML and PDF.
🌐 Client Portal
Branded, customisable portal for your clients. Dynamic tagging, personalised views, SSO. Your research, your domain.
📧 Email+
Scalable email delivery with your custom branding. Company domain, branded templates, access tracking.
📱 Native Mobile Apps
Native iOS and Android apps in your brand. Offline reading, push notifications, published to the App Stores.
📊 Readership Analytics
Cross-platform readership tracking. See engagement across aggregators, portal, email, and mobile in one dashboard.
🎯 Event Management
Manage conferences and roadshows. Invitations, registration, follow-up materials - all integrated with your distribution.