Singletrack Buy Side- when interactions are not enough
Singletrack helps you get the most out of your provider relationships. We help you manage your broker relationships, collect and leverage meaningful interaction data, and optimise both sides of the workflow. The result: better investment performance.
With one, easy-to-deploy platform, you eliminate the frustration and inefficiency that comes from having disparate systems for broker voting, interactions capture and analysis. And you slash the significant administrative overhead firms face in buy side / sell side communication and engagement while benefitting from our data-driven advisory across your provider relationships.
Driving broker strategy
Functions such as investor relations, market data and research procurement often rely on siloed, manual processes. Singletrack Buy Side provides automation, scale and efficiency within relationship and research management – covering agreements with providers, votes, interactions assessment, score cards, statementing and ROI review.
In one secure, robust solution, you get the intelligence you need to manage broker strategy:
- Timely management analysis
- Effective dashboards and operational intelligence
- Immediate flags for action or investigation
Efficient broker selection and onboarding
Our buy side clients benefit from a fully automated process for managing trials and evaluating research services. This helps research procurement professionals focus on value-added activities, such as interacting with investment professionals, optimising budgets and market scanning.
- Seamlessly manage broker trials to determine the value that they bring to the investment process before permanent onboarding
- Access a central repository for all agreements, with associated commercial terms
- View dashboards that highlight actual use and value from services provided
Improve investment performance
Investment research is a vital component of the investment value chain, representing up to 30% of total operating costs and consuming large amounts of investment professionals’ time. Singletrack streamlines this process and helps you achieve more value from investment research.
Not only does Singletrack provide one, consistent solution across agreements, interactions, voting, broker score cards and investment value questionnaires, but, most critically, it gives you KPI and performance dashboards. Because it removes silos in existing legacy systems, Singletrack enables access to the whole broker picture to support investment performance review.