Research reports
Compose rich research reports with live market data, customer data and visuals built in
Your analysts create each report in minutes, with no hunting for data, and your templates fill with fresh numbers, personal to each client.
Every report carries the latest numbers
Set a trigger or a schedule, and the same template sends out a fresh report by email, WhatsApp or API.
Drag and drop text, tables and live charts to put a report together
Pick one of your templates, and quickly reference variables, chart data and other live data right where you are writing.
Start each report from an agent’s draft instead of a blank document
Describe the report you want, and the agent creates a template for your analyst to fill, edit and approve before it’s published.
Attach reports to any recommendation, strategy, basket or algo your desk publishes
Every research module in Publisher takes a report as an attachment, and Coverage distributes the ones that stand on their own.
Looking for a similar solution for your digital team? Commentary is the one
Commentary does for product and digital teams what Report Builder does for analysts, with a canvas for campaign images made for each client.