Bloomberg is the only research platform that allows you to integrate the powerful data, analysis, trading and collaboration tools of the Bloomberg Terminal with your firm’s proprietary research, data and insights.
With connected workflows across the Bloomberg Terminal, Microsoft Office and your mobile devices, Bloomberg’s research management solutions enables you to create, consume and collaborate, all while ensuring that you confidently meet your regulatory and compliance requirements.
Upload models and research with embedded custom data from Microsoft Word® and Excel®. Create notes on-Terminal via robust templates with embedded custom data and add notes from the road via the Bloomberg Anywhere app on your iOS device.
Integrate your internal content with broker research as well as market data and analysis. Set custom alerts based on research author, content or tag to ensure you don’t miss anything.
Tag your ideas to the companies, securities, people and custom themes to which they pertain. Share your ideas with specific individuals, teams and desks and set permissions.
Manage compliance requirements with audit trail and reporting capabilities. Notes are encrypted-at-rest to ensure the security of your intellectual property.