Waters Rankings 2020: Best Cloud-Based Application Provider—BlueMatrix

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Long before the Covid-19 pandemic roiled the capital markets, firms were increasingly turning to the cloud, and this year’s best cloud-based application provider, BlueMatrix, has been winning over business since 1999.

The company was founded by Skye Hauptman and Patricia Horotan, both of whom are still at the company. BlueMatrix connects the asset and wealth managers from across the globe with nearly 1,000 research firms in more than 50 countries, in addition to serving internal teams across multi-national corporations.

In June, the company launched Creator Mobile, BlueMatrix’s first mobile authoring app for iPhone and Android. The mobile app is an enhancement for its cloud-based research authoring application, Creator.

“It improves the efficiencies that Creator introduces into the publishing workflow by letting research analysts write, edit, and collaborate with other users as breaking news dictates,” says Horotan, co-founder and CEO

It also introduced an Outlook integration designed for salespeople and analysts to plug into the BlueMatrix ecosystem without leaving the Outlook app. It allows users to access and share published research in a personalized way; track readership; and record interactions from Outlook, automatically, logging everything in BlueMatrix for future monetization.

One of firm’s major future initiatives is BlueMatrix Portals, a full-service solution that ingests, manages, and distributes diverse content formats—such as events, podcasts, videos, models, or Microsoft PowerPoint—across any channel or medium, designed to support a client’s firm-wide digital strategy.

As part of this rollout, over the next 12 months, BlueMatrix is expanding its offering to meet the needs of other verticals, such as marketing, investment banking, and online brokerage needs, and will be updating a number of products and services. These will include expanding the capabilities of its Mobile App to deliver more editorial functionality, expanding into new distribution channels and building out Creator’s curation capabilities with more advanced automation to pull together relevant content for distribution.

“Our ability to integrate with nearly any solution on the market is one of strongest selling points; this will make it even easier for clients to plug into BlueMatrix,” Horotan says.

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