Acuity's Broker Vote and Scorecard Automation Tool is a comprehensive solution designed to streamline the broker vote process for investment research firms. This tool efficiently processes and analyzes votes, providing data-driven insights and optimizing commission revenue for global financial services firms

Key Features Vote Processing and Analysis

• Logs votes into a designed database
• Integrates data from multiple sources (e.g., CRM data, analysts' publications)
• Creates analyst or sector scorecards
• Generates firm-wide, sector-wide, and analyst-wide quantitative reports

Scorecard Template Design

• Expert-designed templates for actionable insights
• Focuses on strategic accounts for enhanced profitability

Automated Reporting

• Retrieves and analyzes analyst ranking, rating, and data across multiple periods
• Monitors, measures, and evaluates performance of analysts, sales, and traders

Customization and Integration

• Customizes MIS reports as per client requirements
• Integrates with internal databases (e.g., CRM, BD Vision)
• Generates performance reports in various formats (PDF, Word, Excel)

Benefits Improved Efficiency

• Reduces turnaround time for report generation
• Provides single-day turnaround and on-demand requests
• Minimizes manual effort in the broker vote process

Strategic Insights

• Offers actionable insights for senior research management
• Enables focus on strategic accounts for future commission revenue
• Facilitates global benchmarking against other regions, sectors, or analysts

Enhanced Performance Tracking

• Builds customized reports tailored to internal specifications
• Allows for easy monitoring of account performance
• Provides variance analysis through vote summary reports