Vertically-Integrated Technology Stack
- Custom branded website, PDF notes, emails, & more
- All-in-one note publishing & email distribution to subscriber lists, Refinitiv, Factset, Bloomberg, & other dissemination platforms
- Word document upload & optimization options
- Option for tiered subscriptions & limited note visibility
- Custom dashboards for note viewership, sales pipelines, invoices & deals, & more
- Integrated CRM for tracking leads, opportunities, subscribers, & sales