| Manage internal events and broker interactions from a single web interface. |
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| Product summary: |
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| The Calendar module integrates internal and external events, placing powerful reporting and collaboration tools at your fingertips. |
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| Key benefits: |
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| Share information about upcoming and past events with colleagues across the firm |
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| Track future and historical events provided to you by the sell side, all from one central location |
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| Track the value of the sell-side and independent research provider events currently offered to your firm |
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| Improve your event workflow by publishing meetings directly from Outlook into the Calendar and sharing event information across your investment organization |
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| Choose from a deployed or hosted maintenance model, providing flexibility and placing integration options at your fingertips |
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| Use the Calendar web services API to integrate events into other internal interfaces, such as your intranet portal |
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| Key functions: |
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| Publish, find, and filter events based on broker, company, location, sector/industry, portfolio,
watch list, internal attendee, and other event criteria |
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| Set up saved searches for event criteria that is most applicable to your investment coverage |
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| Use the Calendar delegant features to manage events on behalf of your investment teams |
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| Print event searches, such as upcoming earnings calls, in an Excel or PDF format |
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| Rate meetings directly from Outlook |
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| Capture key meeting takeaways and publish them into the Calendar |
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