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| Broker Voting |
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Broker Voting and Relationship Management System / BrokerSelect
A Flexible, Efficient Web-Based Tool for Evaluating Broker Relationships
The BrokerSelect framework adapts to the investment manager’s methodologies for collecting, aggregating and weighting broker evaluation data to help analyze commission usage at multiple levels of granularity to optimize research and execution costs.
BrokerSelect helps investment managers:
- Tap into comprehensive information to improve the collaboration and productivity of broker relationships
- Use robust reporting to evaluate broker strengths/weaknesses and process/service levels
- Access user-configurable tools and easy-to-use interfaces to determine compensation levels, allocate commissions and automate regulatory and fiduciary reporting.
Key Features
- Flexible and customizable platform
- Ability to track broker activities and services
- A full suite of standard and customizable reports
- One-step process for submitting feedback on services and on individuals
- Ability to set up and manage email reminders during the voting process
- Option to send feedback directly to brokers
BrokerSelect Screenshot
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