WHAT WE DO

Find out how we can help you.

Smarter Broker Voting

Legacy broker vote platforms lack the mobility and usability modern analysts have come to expect from the investment enterprise. BrokerBallot is a lightweight and highly automated solution that will provide a boost to your compliance operations, without slowing your research team down.

Created by hedge fund analysts, BrokerBallot integrates with your Outlook™ Calendar, and can be configured to automatically capture events and data feeds from your 3rd party providers for the purpose of broker voting.

broker ballot mobile

BrokerBallot efficiently synthesizes proprietary events.

We provide company-wide tracking and feedback for broker-organized events on a single web-based platform. Automated and accessible storylines including event specifics, broker of record, and fully customizable analyst feedback forms.

User Benefits

  • Central, intuitive research management system
  • Instantly retrieve important data
  • Device agnostic
  • Secure URL and mobile app access anytime, anywhere, on any device
  • Full integration with Microsoft Outlook™ and 3rd party data feeds
  • Searchable, sortable topic threads
  • Real-time updates
  • Robust search functionality
  • Web-based sharing and collaboration

Institutional Benefits

  • Single, customizable platform
  • Accessible events and feedback, firm-wide
  • Marketable streamlined processes
  • No hardware and minimal training
  • Automated capture of intellectual property
  • Real-time monitoring and notifications
  • Measurable broker contributions
  • Reduced inquiry costs and response times
  • API available
  • Configurable and customizable