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Connect Research Portal

The Connect Research Portal is a simple and cost effective platform for providing clients and staff with access to your research library via desktop or mobile browsers. The solution comprises a range of configurable options purpose built to manage the secured distribution of financial research, data and event content. Research Portal provides sophisticated content search, personalisation, auditing and analytics and provides a complete solution for direct distribution of your research.

Key features of the Connect Portal

  • 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 including .PDF, Excel, Audio, Video and Fundamentals/Data so clients can access all your material in the right context.
  • Bundling feature enables you to create tailor-made content packs for individual clients.
  • User defined tagging enables clients to track and report on their own research usage.
  • Can be 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 means you can track not only what clients are reading but also what information they’re searching for.

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