Posted on Jul 24, 2017

MiFID II – How Research Needs to be Tracked and Billed

This MiFID II related article outlines charging for Research.

One of the main focuses of MiFID II is tracking research that must be billed to clients. Using the Client Instant Access Click to Dial system accurately tracks the time spent releasing research information. The Client Instant Access Click to Dial tracks the name of the prerecorded message left or the length of a live conversation. Our system stores the name, company, Ticker symbol and any notes relating to a contact. This allows for administrators to easily sort lists by company or Ticker for proper reporting and charge backs.