Unveils Next Generation Research and Estimates Platform

29 January 2009, a leading provider of research, estimates and workflow solutions to the buy-side, announced today the release of a new version of its award-winning research and estimates platform, The upgraded platform includes enhancements in performance, interface, content, and search and alerting tools to address the needs of thousands of users at the Company’s over 2,000 institutional client firms.

“Our foremost objective was to streamline our clients’ research experience by incorporating new, highly relevant content into the workflow on our platform, while also making it quicker to access and search through our complete offering of research, estimates, events, and more,” said David Kim, Vice President of Product Management at “We know how important saving time is to our clients. So, even as we add increasingly sophisticated tools, we focus on simplifying rather than complicating the workflow,” said Kim.

The platform upgrade includes new tools and features focused on accelerating the process of conducting research. New features include, among others:

• Added content: transcripts; detailed meeting and events data, including dial-in details; company overviews, with quotes, charts, upgrades, downgrades and investor relations contact information; and a preview of research details to identify the most important documents returned by a search

• A search bar that can be customized by the user, offering continuous access to all available search functions—from a company quick search to a detailed search based on nearly 20 search parameters

• An Excel plug-in of estimates data enabling interactive analysis in user-generated models

“ recognizes the buy-side’s need for quality, comprehensive research—and the high premium on our time,” said Keith McLean, Portfolio Manager at Investors Group. “The new version of their research platform better supports our investment processes by introducing features that provide better and more efficient access to the research products we require.”

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