- Home
- Products
- Insight
- Blue Curve Insight effective manages all financial data required for financial research production and other complex financial document publishing processes.
- Create
- Blue Curve Create is a simple-to-use yet highly automated document creation module. In conjunction with the BluePrint module
- Process
- Blue Curve Process is a powerful workflow management system for processing financial research and other complex financial documents. process is the hub of any research management system.
- Comply
- Blue Curve Comply provides a compliance database, automate compliance rules checking and disclosure generation.
- Reach
- Blue Curve Reach is a financial research distribution system. Taking content from Blue Curve, or from other sources, reach formats the content, generates distribution lists and physically transmits the content over a variety of channels.
- Insight
- Solutions
- Research Production for Larger Firms
- Blue Curve’s financial research production platform covers the complete process, offering sophisticated compliance processing, extensive content creation tools, data management, workflow and all encompassing distribution management.
- Research Production for Small Firms
- for a smaller firm we’ve created a simple, off-the shelf solution. Based around a Web Portal, where your published research can be accessed by both internal users and clients, the solution offers a number of simple options.
- Research Production for Larger Firms
- Technology
- Contact Us
Blue Curve Comply provides a compliance database, automated compliance rules checking and disclosure generation. Based around the research controls introduced with NASD2711, Comply is easily configured to make financial research compliance a highly efficient and speedy process.
Financial research disclosure generation
The disclosure file generated by Blue Curve Comply contains current data, and is available in XML format. This makes it simple to insert into a document using a Blue Curve Process automated event.
It’s just as easy to display the data on a website using the Blue Curve API. And thanks to Blue Curve BluePrint, the format and design of financial disclosure data is up to you.
Contact us to get more information on the compliance management features of Blue Curve.
Financial research compliance database
Use the supplied Blue Curve Comply database to store all data required to check financial research compliance or generate disclosures. Analyst conflicts, firm conflicts, quiet lists stop lists, analyst holdings and more is all included. Supports NASD, SEC, FSA and European requirements, but easily extended to support the jurisdictions you confirm with.
Alternatively, link comply straight to your existing database using the business rules functions.
Financial research compliance checking
A set of configurable business rules allow you to set up the compliance checks you want to carry out for each type of report. Rules can be executed according to the jurisdictions you want each document type to comply with. The results of each rule can affect the workflow processing or disclosure generation.