Research workflows, end to end
The working detail behind Eidosmedia's financial research platform: an end-to-end sell-side system available now, buy-side and asset management capabilities, and delivery channels built for how clients consume research today.
Built on AI Content OS
One request, start to finish
Every AI capability on this page runs on AI Content OS, Eidosmedia's orchestration platform. It drafts, classifies, formats and routes on request. A person signs off before anything reaches a client, and every step is logged.
Ask.
Run.
The draft builds from the filing, your templates and your data, lands in the analyst's queue, compliance check already run.
Approve.
A compliance officer reviews each flagged passage and signs off. One decision, logged in full.
Sell-side & independents · Available now
The end-to-end platform for sell-side and independent research
Six interconnected modules carry research from coverage decision to client delivery, out of the box. What once demanded an enterprise integration project now arrives as a turnkey platform, built for independent research firms as much as for the global banks that run on Eidosmedia today.
Coverage & universe management
Who may publish on which name, managed through approval workflows and provider-backed company records every downstream step can trust.
Financial data & models
Estimates, price targets and exhibits flow from the analyst's model into the note. No re-entry, no version drift.
AI-assisted authoring
Flash notes to initiation reports in templated structures, with live data, auto-applied disclosures and AI drafting support.
Explore authoring →Prevention-first compliance
Checks run from the first keystroke, so supervisory review receives clean submissions. Immutable audit trail.
- 95% of issues caught at source
- MiFID II ready
Distribution Hub
One approved source publishes to every channel at once, entitlement-aware, fully audited. Your research, delivered where client systems and AI agents already work.
See the spotlight →Client portal & engagement
A white-label portal with personalized feeds and consumption analytics: who reads what, and when, feeding the broker vote.
Explore delivery→Distribution Hub
Be the source your clients' systems pull from
Buy-side clients are moving from reading a portal to pulling research through their own systems and AI tools. Left unmanaged, that shift hands your delivery layer to aggregators and strips your name from your own analysis. The Distribution Hub makes the shift work for you: a branded, entitled channel that client workflows connect to directly.
Your channel, your brand
White-label API and MCP endpoint, running on your infrastructure under your own security policies. Your clients connect to you, not to an intermediary.
Your entitlement rules
Access is tailored per client and enforced at the endpoint, with fail-safe defaults for restricted, embargoed and region-locked content. Rate limits keep consumption inside what each client pays for.
Every delivery accounted for
Each call is logged in detail, ready for compliance reporting. Consumption analytics show which clients use what, turning programmatic delivery into hard evidence for the broker vote.
A note published at 7am drives action. The same note at 3pm drives nothing.
The Distribution Hub publishes at the moment of approval, to every channel simultaneously: API, MCP endpoints for AI-native client systems, web portal, mobile, PDF and email, SFTP.
The channel itself becomes a product: soft dollar commissions or hard dollar subscriptions, both supported on one platform.
Asset management
From data to decision, faster
Buy-side teams distill a constant stream of feeds, models and sell-side input into reporting their investment desks act on. The platform accelerates the distilling; the judgment stays with your analysts.
One live copy, many hands
Several analysts work the same report in parallel. Everyone sees one version, updated in real time.
Read more →Live-linking & data integration
Values pull from Bloomberg, raw feeds and alternative sources, and keep themselves current in the document.
Read more →Models in the report
Excel, Python and R modelling embeds directly into report packages, charts included.
Read more →Quality checkpoints
Intelligent workflow controls clear routine review automatically and surface only what needs a human call.
Read more →Ratings agencies
Methodology-driven publishing, at agency scale
Agencies publish like no one else in research: dozens of report types, mandatory legal review, disclaimers on every item, thousands of publications a month across global offices. Volume and rigor usually pull against each other. On this platform, the structure that enforces the rigor is what produces the speed.
Reviews that route themselves
Workflow paths branch on content: name a certain company or include a certain section, and the item takes the extra review step automatically.
Read more →Disclaimers, always current
Legal texts live as linked components, not pasted blocks. Every report publishes with the version in force at that moment, even when it changed mid-drafting.
Read more →Every change attributed
Versioning and an audit log record who did what on every item, and any document rolls back to a prior version when needed.
Read more →Syndication under your clients' names
Componentized reports regenerate as white-label editions and API feeds, delivered under each client's own name and branding.
Read more →Runs your way
Cloud, SaaS or on-premise
Deploy in the cloud, as SaaS or on your own infrastructure. Cloud deployments typically cut total cost of ownership by 20 to 40% against on-premise, on AWS environments certified to ISO/IEC 27001 and 27017.
Cloud & SaaS →Built to fit your stack
Open APIs and standard integration points connect the platform to your data providers, CRM, entitlement systems and internal tools, so it joins your architecture instead of replacing it.
Extensibility→Go deeper
Every capability on this page has its own detailed page.
Finance solutions FAQ
What is Eidosmedia's end-to-end research platform for sell-side, independent and ratings agency firms?
Do the six modules require an enterprise integration project?
What is the Distribution Hub?
Can clients' AI tools consume our research through it?
Does the Distribution Hub put our research outside our control?
What does the platform offer asset management and buy-side teams?
What does the platform offer ratings agencies?
How does the platform ensure regulatory compliance?
Can several analysts work on the same report at once?
Can the platform be deployed in the cloud?
See it working on your research
A demo on your formats and your workflow, not a generic tour.