Structured Content Creation

Author, manage, and publish investment research in a single, fully integrated workflow.

Authoring Consistency
Compliance Protection
Operational Efficiency

Content Creation, Made Easy

Create and publish research content in a unified workflow, replacing fragmented tools and handoffs with seamless collaboration and approval tools.

Structured, branded research templates
Intuitive tagging and financial metadata
Multiple Outputs (PDF, HTML, Email, API) from One Source of Content
Deep Readership Analytics

Secure, Compliant, Scalable

Embed compliance and approval workflows directly into the authoring process, reducing risk and protecting your intellectual property.

Integrated compliance & approval flows
Built-in entitlements & access controls
End-to-end auditability and governance

Editor screenshot

Workflow Acceleration with AI

Empower analysts and research teams with AI embedded directly into their authoring - speeding up content creation without sacrificing control.

Draft company notes & updates instantly
Automate repetitive formatting & tagging
Surface insights from internal & external data

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Over the past 15 years, BlueMatrix has been a true partner with Oppenheimer to help us create and distribute our research product. Their dedication, timeliness, and professionalism is outstanding and we would not be able to produce the research that we do without their service.

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Designed as a Regulatory Best Practice Platform for Research

RIXML Standards
GDPR Data Protection
MiFID II
Web Accessibility

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