Sellside (Investment Banks and Stock Broker) Benefits

Single Profile Management: The sellside iiXnet profile captures in a single place all the data which describes to the network contact details and stocks that sell side analysts cover. For sellside research sales and sales traders, the iiXnet captures contact details and buyside accounts that the participant is responsible for. These details can be updated in one place and automatically be distributed to all others in the network who have interaction with the sellside participants.

Manage Investor Relation Subscriptions: With all the security coverage details recorded in the sellside analyst profile, listed corporate participants can be alerted via the stock matching engine and ensure that the relevant investor relations lists are kept up to date. As this is an automatic process, it no longer requires the analyst to manually alert all of the coverage companies to be included on investor relations communications when coverage responsibilities change.

Client Contact Database (Analyst): Using the sellside analyst profile and the stock matching engine the iiXnet creates a custom rolodex of contact details for all buyside investors who cover the same stocks as the analyst. As client coverage changes, contact details are automatically updated. As coverage is described at the individual stock level, all users can access a centralised, always up to date database of which client is responsible for which stock.

Client Contact Database (Research Sales and Sales Trading): Using the sellside sales or trading profile and the account matching engine the iiXnet creates a custom rolodex of contact details for all buyside investors who belong to the accounts covered by the sales person or trader, as well as the notation of their role (analyst, fund manager, trader). As new members join the coverage account, or responsibilities change, details are automatically updated.

Custom Lists: Sellside participants can set up custom lists (eg: tier one clients) which relate to specific buyside client counterparts, defined at the client office (group) level. This means that once the list has been defined, any buyside participant within that group is automatically included in that custom distribution list.

Manage Company Event Diary: Using the sellside analyst profile and the stock matching engine, the iiXnet can present to the analyst all of the upcoming company events for coverage companies, including result release details, conference call dial ins and company presentations. This creates a single, online, real time diary that will always contain the most up to date information on the stocks relevant to the analyst.

Corporate Contact Database: Using the sellside analyst profile and the stock matching engine the iiXnet creates a custom rolodex of contact details for all coverage companies including investor relations, CEO and CFO contacts.

Broker Event Publishing Platform: Any sellside participant (research analyst, research sales or sales trading) can publish an event on the iiXnet platform. For example, a broker hosting the result lunch for a specific company can publish the event which will be visible on the iiXnet to anyone one the buyside who covers that particular stock as determined by the stock matching engine. In addition, for exclusive events limited to only specific clients, visibility of upcoming events can be filtered by using custom lists. The broker event publishing tool also manages the client RSVP trail.

Research 2.0: Sellside users can access the Research 2.0 content publishing platform, which enables detailed research and ad-hoc comments to be distributed over the iiXnet platform leveraging the meta-tag approach to content publishing and the stock match engine. (please see the detailed information on Research 2.0).

How it works: For a sell side participant to set up their iiXnet profile to access all of these benefits there are three simple steps: i) provide basic contact details, ii) tell iiXnet your role (analyst, sales, trading) and iii) tell iiXnet what stocks you cover (analyst) or what accounts you cover (sales, trading). The stock matching and account matching engines will do the rest to enable all thebenefits outlined above.