A Branded Digital Front Door for Institutional Research
Portal equips firms with robust tools to control content, branding, layout, and access within a fully configurable environment. Teams can adapt the experience as their strategy evolves without relying on continuous development cycles. As needs grow, advanced features and custom enhancements extend the platform to support more sophisticated use cases.
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A Single Point of Entry for Research
Replace fragmented email distribution with a centralized destination where clients can securely access the full breadth of your research.
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Entitlements and IP Protection Built In
Control exactly who sees what, down to the individual, firm, sector, or region. Portal ensures your intellectual property is distributed securely and in full alignment with compliance requirements.
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Media-Rich, Branded Client Experience
Deliver research in the formats clients prefer, text, charts, audio, video, and more – all within a fully branded environment that reinforces your firm’s value.
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Engagement You Can Measure
Understand what’s read, searched, downloaded, and shared. Portal provides visibility into client behavior so research leaders and sales teams can act on real engagement signals.
Deliver Personalized, Entitled Access
Every client relationship is different. Portal allows firms to manage entitlements with precision — ensuring each reader sees only the content they are authorized to access.
Whether by coverage universe, geography, sector, or relationship tier, Portal enforces compliance while creating a seamless experience for the end user. Secure Links integration ensures protected sharing beyond the platform when necessary, without compromising control.
Elevate Your Research Brand
Your research reflects your firm’s expertise. Portal provides a fully branded digital environment where that expertise is showcased clearly and consistently.
From custom landing pages and thematic collections to multimedia integration and curated feeds, Portal transforms research into a premium experience — not just a PDF attachment.
Firms reinforce their identity while ensuring research is presented in a modern, accessible format aligned with how today’s investment professionals consume information.
Turn Engagement Into Actionable Insight
Research only creates value when it’s consumed. Portal provides detailed visibility into client activity — what’s opened, searched, revisited, and shared.
These engagement signals empower Sales and Research leadership to prioritize outreach, refine content strategy, and better understand where intellectual capital is driving impact.
When combined with BlueMatrix’s broader analytics ecosystem, Portal closes the loop between distribution and measurable client engagement.
”BlueMatrix's one-stop shop makes publishing and distributing research easy. Creator 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.
”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.
”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.
