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One connection. Hundreds of Research Providers
Access entitled research from 600+ sell-side providers through a single platform or API
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Research Built for Data, Analytics, and AI
Receive sell-side research ready for analytics, modeling, and AI workflows, not trapped in PDF’s
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Faster Access with Built-in Entitlements
Streamline entitlement requests and approvals across brokers, with centralized enforcement
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Consume Research Your Way
Use BlueMatrix Live through a purpose-built interface for discovery and governance—or integrate via modern APIs to power internal platforms, models, and workflows
Access Research at Scale, Without the Complexity
Research only delivers value when teams can access it quickly, consistently, and at scale. BlueMatrix Live provides a single, centralized connection to sell-side research—eliminating fragmented broker integrations and removing barriers that slow access to insight.
Because access is standardized and entitlement-aware by design, firms can expand broker coverage while maintaining governance and control. Built-in visibility into research consumption helps teams understand what’s actually used—strengthening decision-making and maximizing return on research spend.
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Standardized Research, Built for Ingestion
Research can’t power modern investment workflows when it arrives in inconsistent formats and structures. BlueMatrix Live delivers sell-side research in a standardized, metadata-rich format—making it easier to discover, analyze, and integrate across teams and systems.
Because research is normalized from the start, firms can treat sell-side insight as a true data asset. Content flows directly into analytics platforms, models, and AI workflows without manual transformation—accelerating insight and reducing long-term operational drag
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Flexible Access for Every Team
Different teams consume research in different ways—but fragmented tools create silos and governance gaps. Portfolio managers need intuitive discovery, while data teams need programmatic access to raw content.
BlueMatrix Live supports both a purpose-built interface and ingestion-ready APIs, giving each team access in the way that fits their workflow. Centralized entitlements and visibility ensure consistent governance, without forcing teams into a single way of working.
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See What Actually Matters
Research teams produce enormous volumes of insight, but without visibility into what's actually used, it's hard for leaders to know what's working. Creator provides clear insight into research consumption, showing which views are read, reused, and referenced across the firm.
These engagement signals create a feedback loop between research production and impact. Leaders can refine content strategy, focus resources on what resonates most, and make more informed decisions about where to invest time and effort.
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”BlueMatrix's one-stop shop makes publishing and distributing research easy. Creator 4.0 is by far the most intuitive publishing platform they've developed thus far. The new platform has made the transition to HTML5 for our analysts much easier than anticipated.
Unknown
Unknown
Jefferies
”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.
Erica L. Moffett
Associate Director of Research, Head of Research Marketing Services
Oppenheimer & Co
”BlueMatrix has proven, year-in and year-out, its strategic value. It is far more than a publishing system and we regard them as an extension of our own organization.
Louis Giglio
Officer
B. Riley Securities