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Investment research companies | Research subscription teams

From research enquiry to subscriber renewal, stay connected.

TradePacer brings your lead pipeline, subscriber onboarding, manually verified payments, research review and publication, client portal and renewals into one operational workspace.

Research delivery starts long before you publish.

An enquiry becomes an opportunity, then an onboarded subscriber with a defined plan. Your analysts prepare research, reviewers approve it, and eligible subscribers receive it through the client portal. Your team sees subscription status and renewal dates alongside the client history. TradePacer is not a broker, trading terminal or investment recommendation engine.

Advisory client lifecycle

Every phase connected in one installation

01

Find subscribers

Capture enquiries, assign an owner and schedule follow-ups.

 02

Onboard clients

Keep customer information, KYC files and required reviews together.

 03

Activate a plan

Record invoices and verify offline payments before enabling access.

 04

Approve research

Prepare, review and publish to entitled subscribers.

 05

Track renewals

Monitor subscription expiry and follow up with clients.

What changes for your team

Outcomes that matter

Not a feature checklist, the results your buyers care about.

Subscriber visibility

See which prospects and customers have active plans and upcoming renewal dates.

Controlled publishing

Coordinate research drafting, review and approval before distribution.

Entitlement-based access

Use the client portal to make approved research available to eligible subscribers.

Payment recordkeeping

Track invoices, manual verification and allocation without claiming live gateway processing.

Connected history

Keep sales activity, onboarding and service records alongside the customer relationship.

Team accountability

Coordinate assigned staff, access permissions and reports across your practice.

See the workspace

A look at the workspace this role uses day to day.

Platform modules

Supported capabilities behind this solution

Lead Management Prospect ownership and follow-up Research & Advisory Reviewed research and client access Payments & Revenue Subscription administration and renewals

TradePacer CRM supports operational workflow for advisory businesses. It does not provide regulatory certification, investment advice, or guaranteed financial performance.

See how it would work for your team

Walk through this solution with our team, tailored to your roles, modules, and client lifecycle.

Book a demo