Bloomberg - Note Publisher
by BLOOMBERG LP
Publish research notes and capture engagements using the Bloomberg Outlook add-in
Financial professionals need a way to easily share internal research notes and record certain interactions to maintain compliance with specific regulations, including MiFID II. Bloomberg's Outlook add-in makes it easy to publish short notes to share with your team and streamline the regulatory compliance process.
Leverage Bloomberg’s Outlook add-in to record and keep historical and upcoming interactions from your calendar, along with other important information, including the relevant quality evaluation, participants and comments.
- Publish short research notes to share with your team
- Add tags and tickers to your note or interaction so you can easily find them later in the Terminal
- Automatically identify meeting participants and map them to buy-side or sell-side firms
- Categorize interaction types (e.g., analyst call, conference, etc.)
- Rate interactions so you can track the quality of your meetings
- Enjoy seamless integration with Bloomberg Research Analytics (BRES)
NOTE: You must be a Bloomberg Anywhere subscriber, and have a Bloomberg biometric authentication device (B-Unit) to use this service.
If you are not yet a Bloomberg Anywhere customer and would like to be connected to the preeminent information source for the world’s most influential business leaders, please visit http://www.bloomberg.com/professional/ to find out more about the BLOOMBERG TERMINAL® service.
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App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.