Analyst Hub Technology Stack
All-in-one note publishing
Tiered subscriptions & limited note visibility
Custom email distribution & list management
data-driven analytics dashboards
All-in-One Note Publishing
Gain access to our proprietary publishing tool built for independent research businesses. Features include:
- Word document upload & optimization options
- Security pricing information and historical ratings for your coverage universe, sourced via API
- Built-in PDF export options, available at the top of every note
- Option for tiered subscriptions & limited note visibility. All readers must register in order to view content, maintaining privacy and making it easier than ever to build your prospect lists.
- Automated compliance platform – ADD NOTES
- Automatic posting options to Twitter and LinkedIn. Plus, the option for readers to share.
Sending your notes to the masses has never been easier. After initial setup, enjoy:
- Help from our sales team building your distribution lists, with the option to differentiate custom email templates between subscribers and prospects
- Automatic note distribution upon publishing, plus the option to send additional custom Outlook emails to your full lists with just a click of a button. No more copy-pasting or maintaining a massive contact list yourself – this will all be managed within the Analyst Hub CRM.
- Real-time updates via API between registrations on your website and addition to your private prospect lists
- Automatic submission to Refinitiv, Factset, Bloomberg, & other aggregators
Custom Analytics Dashboards & CRM
Build your business using a data-driven approach. Keep track of subscribers, invoices, opportunities, note readership, and more via our custom dashboards and proprietary CRM.
- Manage & track leads through the sales funnel into formal opportunities
- Use our CRM to track, follow up, and convert prospects through to subscribers
- Track client product consumption to drive interactions in anticipation of successful subscription renewals