Financial publishing workflow management

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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.
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.
Technology
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Key Features of Process workflow and automation

Specify unique workflow processes for each financial document type;

Control user access through role based security;

Manage your financial document production through one simple interface;

Use automated events to automatically edit the document, produce alternative formats and trigger other systems functions;

Use the supplied events for financial compliance checks, disclosure generation, PDF creation, distribution triggering, data publishing and more;

Specify your own events with minimal programming;

Attach supporting files and more;

Keeps audit trails and document version history.

Streamline financial publishing production and minimize errors with Process

Blue Curve Process is a powerful financial workflow management system for processing financial research and other complex financial documents. Process is the hub of any research management system.

Financial research automation & control

Blue Curve Process allows you to control each step of the financial research production process. Automated events can operate on the financial document to edit content, convert formats or trigger other system functions.

You specify a unique process for each financial document type and you control can work on the document. Complete control and increased productivity in one simple module.