âOur foremost objective was to streamline our clientsâ 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,â said David Kim, Vice President of Product Management at TheMarkets.com. âWe 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,â said Kim.
The platform upgrade includes new tools and features focused on accelerating the process of conducting research. New features include, among others:
â¢ 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
â¢ A search bar that can be customized by the user, offering continuous access to all available search functionsâfrom a company quick search to a detailed search based on nearly 20 search parameters
â¢ An Excel plug-in of estimates data enabling interactive analysis in user-generated models
âTheMarkets.com recognizes the buy-sideâs need for quality, comprehensive researchâand the high premium on our time,â said Keith McLean, Portfolio Manager at Investors Group. âThe 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.â