Stock Brokerage and Trading Firms
Brokerages and trading firms partner with Acuity Knowledge Partners to reduce cost per research output, increase operational flexibility, and improve productivity. We help to increase senior analysts’ bandwidth. By having Acuity Knowledge Partners take on 30 – 75% of their coverage initiation and maintenance-related process, in-house teams are able to spend more time with clients, generate additional new ideas, and expand coverage at a faster pace than their competitors
Brokerage and Trading Firms – Support We Offer
- Automated Financial Model Builder
- Navigator
- Broker Votes and Scorecards Automation Tool
- MIFID II Broker Votes and Analyst Scorecards
- Equity and FICC Analytics and Comp Builder
- Robo News and Intelligent Surveillance
- Publisher and COO Dashboards
- MIFID II Sales Analytics
- Data Aggregator and Cleanser
- Research Digitisation and Report Generator
- Interactive Charting and Readership Analytics
How we are different
Pioneer in capital markets, with two-decade record supporting global teams on equity, credit, ESG and macro/quants research; data science and research publishing
Delivery centres in Bangalore, Gurgaon, Colombo, Beijing and San José, providing multi-language, near-shore and offshore support amid heightened competition for talent
Internal network of sector experts and trainings, CFA-accredited training programmes and continued education programmes, which ensure highly trained and effective analysts support multiple asset classes and functions of stock brokerage and trading firms
Strong experience partnering with offshore captives of brokerage and trading firms to provide required expertise and value
Experience helping investment banking clients set up virtual captives to realise long-term strategic objectives