Authoring

Blue Curve Insight is a fully configurable database that stores and manages all the financial data you need to support your research production process.  Historical results, earnings forecasts, prices, fundamentals, consensus and more. Insight loads data from a variety of sources, validates uploads, calculates resultant data from inputs, and makes all data available for downstream use through a variety of methods. Insight uniquely identifies data from different sources, has data workflow and keeps a full audit trail of all changes to data. With the minimum amount of manual effort, Insight helps to improve productivity and effectiveness by collating all the data you need for research production in one central location.

Analyst’s push data into Insight directly from Excel spreadsheets. This is supplemented with data automatically uploaded directly from most popular data feeds such as Reuters, Bloomberg, and Factset. Insight’s calculation engine automatically recalculates on each upload, ensuring you always have the latest data set available for publishing and distribution. The system is easily configured to handle any type of financial model, whether they’re covering Fixed Income, Economics, or Equities. Mining, Financials or Retailers.

Insight data is easily accessible to users through the Excel functions and reporting tools. The Insight API allows seamless integration of data into reports, emails and web pages.

Blue Curve Create is a report authoring interface that works with Microsoft Office, or in a standard web browser on a PC or mobile device. Create provides a high degree of automation and content re-use, helping to reduce manual effort to a minimum, freeing up Analyst time to focus on high-value tasks.

Create builds research reports using a three stage process: i) Build document structure using a pre-defined template; ii) Place pre-defined Components into the report, and; iii) Populate the Components with data from the Blue Curve database. (All document templates are built, managed and modified using the BluePrint admin tool (See the Admin section)).

Create provides a range of data integration and editing tools that help to speed up the document editing process, reduce manual effort and increase content re-use. Create automatically generates the pre-defined distribution formats, such as HTML Email or PDF, so they can be reviewed during the editing process. This helps the Analyst to feel more in control of their output, whilst, at the same time, reducing production time and increasing efficiency.

Worfklow & Compliance

Blue Curve Process is your centralised view of production. A single place to see, carry out and record all production activity. Process focusses on automating many of the manual tasks in producing research, such as updating data, inserting Disclosures, converting to different formats and notifying staff. Process increases productivity and control, reducing manual effort and making it easier to conform to regulatory requirements.

Process is extremely flexible and allows you to build workflow processes that match your business. Security is paramount, and users are limited to only those actions, documents and workflow stages they’re authorised to work in. Automated alerts, emails and notifications make sure that everyone knows when they need to act, ensuring your research gets out the door as quickly as possible.

Every activity is recorded in the audit in the audit trail, and Process retains old versions of documents, allowing you to verify production and revert back if mistakes gets made. All production activity can be viewed in the Analytics module, providing the information you need to make further improvements to your process.

Blue Curve Comply centralises all data required to conform with regulatory requirements. It’s business rules allow you to generate the necessary disclosure for each document automatically. Comply can also automatically check the status of each document in production to determine whether it needs to be routed through Compliance, or restricted in some way.

Comply holds an audit trail of relationships between your Coverage Universe of stocks and your firm, or the Analysts who cover them. This audit trail allows the business rules to determine wether or not Disclosures need to be made in each document depending on the subject companies mentioned and the regulatory jurisdiction you’re complying with. Comply generates the Disclosure data according to your presentation design, and automatically inserts the Disclosure data into each document in conjunction with the Process module.

Comply also generates Rating Plotter Charts and a Spread of Recommendations table using the data held in Insight. In addition, all Comply generates data can be produced on demand and displayed on the Web Portal, or in emails, if required.

Distribution

Blue Curve Reach is a distribution management system, that controls the release of all published content to websites, third-party systems and email recipients. All distribution activity is recorded and can be reviewed through the Analytics module.

Reach includes CRM functionality to allow customer details and research interest preferences to be recorded. Reach generates email distribution lists dynamically when a report is produced, and only sends the report to customers who have expressed and interest in the subject area. Reach also distributes email directly to recipients, using a bulk email platform which provides detail information on the status of delivery and readership.

Reach also distributes directly to all popular third-party research delivery systems such as Bloomberg, Thomson Reuters (Refinitiv), Factset, Research Xchange and more. Reach provides a real-tie monitoring interface to show the status of each distribution, and provides update/replace and delete capabilities where supported by the 3rd party. All distribution activity is recorded in one place, making it simple to review and analyse distribution data by Analyst, Report or Customer.

Blue Curve Web Portal is a pre-defined web interface that provides external parties with access to published research content. The Web Portal is configured to reflect your corporate design as part of the installation process, so you get a professional Web Portal that integrates seamlessly with your corporate web presence.

The Web Portal provides access to the report content, in both HTML and PDF formats, Financial Data (including forecasts), Analyst profiles and other content you may want to share with your customers. Web portal even provides content pricing functions and interfaces with on-line merchant systems.

We take Web Portal security very seriously, so there are a number of infrastructure options to align with your corporate security requirements. In addition, all content is accessible of a user-by-user basis, depending on the user authentication and level of access you grant.

Admin, Analytics & Monitoring

All Blue Curve modules are supplied with Administration interfaces that allow your staff to modify aspects of the system as your business changes. System Admin makes it easy for you to modify the Coverage Universe as your coverage changes; add, modify and remove Users as your team changes, and; modify workflow settings as your business needs change. Blueprint is a unique template manager that allows to build and modify templates for document creation and distribution. With Blueprint you can quickly modify document templates, automation features and distribution formats so you can respond to customer demands efficiently, and at low cost. Insight Toolkit lets you easily modify the financial database, validations, calculations and submission security settings, in response to your extended coverage and changes in user base.

Blue Curve Analytics enables you to interrogate and analyse key operational data that it constantly collects and collates from all major parts of the platform. In production, all production activity metrics are recorded, such as numbers of documents produced in each area, the amount of time each document spent in production, and the time taken to pass each workflow stage. In distribution, analyse the numbers of documents distributed from each area, by analyst, subject, sector and document type. Drill down to see the delivery data and readership statistics for each third-party system and email recipient. You can also export the data to a downstream system, such as CRM, for further collation and analysis. Finally, review you customer usage of the Web Portal, as each page access and document download is recorded, allowing you to build a valuable picture of how your research is being utilised. Accurate usage metrics allow you to have more productive customer conversations, and help you maximise your research revenue.