FAQs

Can Corpaxe help with conference workflows?

YES! Corpaxe has the tools to discover which conferences matter to you most, to help you centralize and track which companies have been requested and to ultimately know what your firm received.

YES! Corpaxe is used by many buy-side firms to help with their global regulatory requirements, including MiFID II. Corpaxe allows you to track all your research interactions and place values on them to ensure you are properly paying providers for their services, regardless of whether your firm is bundled or unbundled.

Corpaxe works with over 600 providers and brokers that interact with the buy-side. While the sell-side is constantly changing and evolving, Corpaxe makes sure to stay on top of these changes. In the rare event we don’t currently have a provider, we onboard them for free.

YES! Corpaxe has a number of integrations, including with Outlook, which ensures that meetings in Corpaxe are equally reflected in Outlook calendars. We hate dual entry just as much as you do.

YES! Whether integrated within the investment teams or in an ESG or stewardship team, Corpaxe has a suite of tools to help asset managers with tracking engagements, activities, and outcomes. 

YES! Corpaxe has thousands of upcoming broker-hosted company road shows, conferences, and research marketing, all in a simple to use online calendar.

YES! Corpaxe has the ability to track requests for events and allow coordinators to easily confirm these meetings once scheduled.  

YES! The majority of data captured in Corpaxe is available via an API. 

NO! Only your firm will see your data, and nothing is aggregated or passed on outside of Corpaxe or back to brokers. 

YES! Corpaxe has a library of voting modules that can be mixed and matched to suit your fund’s preference. As the largest administrator of broker votes globally, Corpaxe has a vote solution for everyone.

YES! Corpaxe is Type 2 SOC II compliant and is always looking to ensure that we are at the cutting edge of information security. See more at security.corpaxe.com.

Still have questions?

FAQs

Can Corpaxe help with conference workflows?

YES! Corpaxe has the tools to discover what conferences matter to you most, to help you centralize and track which companies have been requested and to ultimately know what your firm received.

YES! Corpaxe is used by many buy-side firms to help with their global regulatory requirements including MiFID II. Corpaxe allows you to track all your research interactions and place values on them to ensure you are properly paying providers for their services regardless of whether your firm is bundled or unbundled.

Corpaxe works with over 600 providers and brokers that interact with the buy-side. While the sell-side is constantly changing and evolving, Corpaxe makes sure to stay on top of these changes. In the rare event we don’t currently have a provider, we onboard them for free.

YES! Corpaxe has a number of integrations, including with Outlook, which ensure that meetings in Corpaxe are equally reflected in Outlook calendars. We hate dual entry just as much as you do.

YES! Whether integrated within the investment teams or in an ESG or stewardship team, Corpaxe has a suite of tools to help asset managers with tracking engagements, activities, and outcomes. 

YES! Corpaxe has thousands of upcoming broker-hosted company roadshows, conferences, and research marketing. All in a simple to use online calendar.

YES! Corpaxe has the ability to track requests for events and allow coordinators to easily confirm these meetings once scheduled.  

YES! The majority of data captured in Corpaxe is available via an API. 

NO! Only your firm will see your data and nothing is aggregated or passed on outside of Corpaxe or back to brokers.

YES! Corpaxe has a library of voting modules that can be mixed and matched to suit your funds preference. As the largest administrator of broker votes globally Corpaxe has a vote solution for everyone.

YES!  Corpaxe is SOC II compliant and is always looking to ensure that we are at the cutting edge of information security.  See more at security.corpaxe.com

Still have questions?