Track all of your historical sell-side events from a single location.
Product summary:
Markit Event Viewer aggregates events from sell-side brokers and formats them into clean, consistent data that enables you to filter and track the services provided. We gather all of the event data for you, saving your investment professionals and administrators from having to track interactions with the sell-side.
Key benefits:
Manages the event feeds from your counterparties, which saves you the task of verifying data accuracy and integrity
Use Markit Vote and Markit Calendar to control the event data life cycle, from when the meeting is initially offered to when the voter provides feedback
Historical tracking gives your firm’s process credibility when compliance teams and regulators request to see your interactions with the sell-side
The hierarchy configuration feature enables you to set up users, providers and event viewing on a per-team basis
Pre-determined classifications ensure an apples-to-apples comparison across all sell-side services
Key functions:
Review and edit meetings that are received by the sell-side
Download meetings to Excel
Control meeting information that investment professionals can view, via an administrative
interface
Search and filter capabilities for precise organization of information
Create new meetings in the Administrative interface, in addition to the historical meetings
provided by the sell-side
Markit Event Viewer
Administrators can determine whether investment professionals can Track and/or Rate Meetings on a team by team basis
Track events on a detailed level
For more information about Markit, please contact us at any of our regional offices
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