We workwith sellside firms to upload their events via our API/XML Upload Tool. For sellside firms without internal IT resources, we provide a portal to manually enter events which adhere to our rigid standards.
Every event goes through our proprietary validation process which gives us the ability to provide the buyside with events tagged with the appropriate sector, corporates, analyst and experts.
We have a combined 40+ years of experience working on the sellside developing proprietary tools (CRM, Corporate Access Management) to track Resource Allocation.
We offer a cloud-based API that can be leveraged to upload or extract data from our platform. Everything available on our platform is also available via our API for both the buyside and sellside.
Provides an aggregated view of all sellside corporate access and analyst marketing events globally.
Provides aggregation, validation and reconciliation of sellside data. The proprietary process ensures accuracy in reporting and payments.
Allows Corporate Access teams to create, schedule and manage internally originated corporate access events.
Highly customizable and flexible vote process allows for multiple scorecards and extensive reporting.
A full solution for MiFID II compliance including consumption monitoring with substantive and MNMB tracking, budgeting, invoicing and CSA integration.
Real-time budget tracking vs consumption at the firmwide and individual level.
A streamlined process to aggregate client data while addressing the complex needs of your clients.
A dashboard providing client analytics, consumption overview, budgets and vote trends.
Providing the ability to compare client broker vote results across differentiated platforms and models.
Assisting in the origination, allocation, management and reporting of corporate access activity.
An all in one conference planning, 1x1 allocation and reporting platform.
MiFID II Research Unbundling is one of the most disruptive changes the investment industry has seen in decades. With the onus now on valuing and paying by unique research interactions, funds will be required to capture and value large amounts of data like never before.
We are an application development team at heart, we have been building workflow tools for the last 8 years and understand the nuances around data, reporting, compliance and aggregation that the buyside and sellside clients require.
Prior to CorpAxe, Mark was Head of Market Solutions at Balyasny Asset Management where he oversaw broker relations, the firm’s corporate relationships, and its response to MiFID II. He integrated the sourcing of broker content, corporate access, and alternative data into one team to help the firm source, value, and pay for content critical to the investment teams. Prior to Balyasny, Mark spent over 10 years in corporate access, most recently as Head of Corporate Access at UBS Securities, where he built extensive relationships within the corporate investor relations community. Mark graduated from Princeton University.
Prior to CorpAxe, Ed was a Managing Director at Jefferies LLC where he led a team in architecting its firm-wide proprietary information sharing portal, CRM and Corporate Access Management platform. He actively collaborated with the Heads of Equity Research, Sales, Trading and Corporate Access to provide technology solutions to their respective businesses and clients. Ed earned his Bachelor’s and Master’s degree in Electrical Engineering & Computer Science from MIT.
Prior to CorpAxe, Christina was a Senior Vice President at Jefferies LLC where she led a team in developing and implementing Fixed Income client and business management initiatives. She collaborated with the Heads of Fixed Income Sales and Trading desks to identify cross-sell opportunities and liaised with support teams in executing cross-functional projects. Christina graduated from RPI with a BS in Information Technology and a concentration in Finance.
Prior to CorpAxe, Dan has worked in the financial industry for over 17 years, most recently at Morgan Stanley, where he led the Windows Server and Cloud Compute Engineering teams. Prior to Morgan Stanley, he was the Global Head of Windows Engineering at Jefferies LLC. He has broad knowledge and experience in cloud, enterprise, and global scale technologies, including all layers of computing, security, and networking, with a specialization in Microsoft Azure and Windows-based server workloads. Dan brings a vast array of financial industry and technology vendor relationships, as well as experience with NYC-based start-ups.
Prior to CorpAxe, Alex spent 8 years with JP Morgan (New York) working in Institutional Sales and most recently running the Global Sales Desk. Alex started his career in 2000 with Citigroup (London) working in Sales & Trading before relocating to New York in 2006 where he spent two years as a Product Manager for the Citigroup Research Management team. Alex has a Bachelor’s in Finance from the University of Florida.
Prior to CorpAxe, Cari worked in the industry from both the buyside and sellside for over 20 years, giving her a unique perspective and thorough understanding of the product and its competitors. Since starting her career at Goldman Sachs, she has served as the Head of Corporate Access for a number of brokers. She transitioned to the buyside of the industry in 2014 by joining Millennium Partners where she was brought in to centralize corporate access, resource consumption and streamline the broker vote. She served as broker liaison eventually working on strategy and special projects.
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