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Home Solutions Equity Sales Events and Meetings

Manage Events, Meetings, and Relationships

Track Corporate and Economic Events 

  • Create alerts to be notified when events are announced or taking place, and receive transcripts via e-mail 
  • Create custom displays to analyze how companies reacted when they last released earnings 
  • Access economic event information, including indicator covered, the period covered in the release, the consensus, and forecasted or actual figures

Monitor upcoming events for the companies you follow.

Manage Meetings and Relationships 

  • Connect with your clients and spend more time focusing on the strongest ideas 
  • Find a captive audience, and promote, track, and evaluate your performance within key client relationships 
  • Communicate relevant information to your clients, such as trade ideas and upcoming meetings, and view feedback and performance metrics 
  • Guarantee the visibility of your best ideas by displaying your value through objective performance rankings
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