The business problem
Advisory content is emailed manually to outdated lists. Wrong clients receive tips; expired subscribers stay on lists; there is no audit trail of what was published and who acknowledged it.
Research | Advisory delivery
Deliver the right service to the right clients.
Author recommendations, resolve audiences by plan segment and entitlements, publish through approval workflow, and track delivery and acknowledgement, without editing published content in place.
See it in context
How TradePacer CRM solves it
Recommendations follow draft → review → approve → publish. Audience resolution reads active catalog entitlements and segments. Published revisions are immutable; corrections create new revisions. Customers receive content via notifications and portal feed.
Key workflows
How teams use Research & Advisory
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01
Author
Research analysts create recommendation content in draft with revision tracking.
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02
Review
Approvers review content before publication, optional schedule for release.
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03
Resolve audience
System queries active subscriptions and entitlement codes; ineligible clients are excluded with reason snapshots.
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04
Deliver
Notifications and portal feed deliver to entitled customers; expiry of service affects future eligibility.
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05
Track result
Staff record result/status on the recommendation; customers acknowledge receipt in portal when required.
Entitlement-driven delivery
Recipient rows snapshot eligibility at publish time. Active service and expiry checks prevent delivery to lapsed subscriptions.
Connected in the platform
Works with the rest of your operation
Role & use case
Built for research analysts and approvers
Analysts author and submit; approvers publish. Both roles are separate permissions, publication cannot bypass the editorial workflow.
Frequently asked questions
Are published recommendations editable?
Published content is immutable. Corrections require a new revision; prior published content remains for audit evidence.
How is eligibility determined?
Audience resolution uses active subscription entitlements and plan segment rules defined in catalog configuration.
Does this guarantee investment returns?
No. The system manages publication and delivery workflow only. It does not predict or guarantee financial performance.
See Research & Advisory in a live demo
Walk through these workflows with our team, tailored to your modules and roles.