Explainable signals, faster notes, controlled distribution.
Hedgtrade helps sell-side teams publish consistent, explainable research artifacts — with templates, drivers, and delivery controls — without changing your core CRM or research portal.
Research outputs only (signals, scenarios, summaries). No execution. No custody. No investment advice. Distribution controls support compliance workflows; you retain final publication decisions.
- Analysts: faster notes with pre-filled drivers & visuals
- Sales: client-ready one-pagers, lists, and alerts
- Compliance/Ops: controlled distribution, logs, exports
- Digital/Portal teams: API/webhooks for workflows
Core capabilities for sell-side workflows
Standardize how research is framed and distributed — so clients receive consistent artifacts and compliance teams get repeatable controls.
Authoring & templates
Quick notes and one-pagers with drivers, confidence & strength pre-filled.
Explainability layer
Drivers + contribution so rationale stays consistent across analysts and time.
Distribution & entitlements
Route to email/PDF/API with client-level tags and access controls.
Lists & coverage
Sync coverage lists, segments, and client tags into your workflow.
Engagement hooks
Instrument-level packaging + distribution events for follow-up workflows.
API & webhooks
Pull signals; push distribution and read events to your stack.
- Keep CRM + portal: publish via your existing research process.
- Email/PDF first: start without engineering work.
- API optional: add integration once value is proven.
- Audit-friendly exports: templates and artifacts remain consistent.
- Confidence & strength fields auto-populated from the engine
- Drivers and “what changed” ready for client notes
- Brief templates standardize cadence and language
curl -s -H "X-API-Key: $HEDGTRADE_API_KEY" \
"https://api.united-river.com/v1/signals/US2000?tf=1W&limit=1"Distribution controls (compliance-friendly)
Sell-side teams usually need consistent packaging, clear ownership, and controlled distribution. This is the layer Hedgtrade is designed to support.
| Control | What it enables | Why it matters |
|---|---|---|
| Client entitlements | Segment distribution by client / desk / region / tags. | Prevents accidental over-distribution and supports supervised workflows. |
| Versioned artifacts | Repeatable one-pagers and notes with consistent structure. | Reduces “one-off” language risk and improves auditability. |
| Explainable drivers | Confidence/strength + drivers and “what changed”. | Supports consistency across analysts and review teams. |
| Export & archive | PDF/HTML exports for portals, packs, and internal archiving. | Audit-friendly evidence and repeatable documentation. |
| Delivery modes | Email-first; API/webhooks when needed. | Start fast without IT — integrate only if it adds value. |
FAQ
Can we keep our current CRM and portals?
Yes — start with email/PDF distribution. Add API/webhooks later to sync lists and events.
Is personal data processed?
No — Hedgtrade produces research outputs and decision-support artifacts. No personal data required.
Do you execute trades or provide advice?
No. No execution, no custody, no investment advice. You remain responsible for publication decisions.
How fast to first value?
Demo pack → walkthrough → pilot on a representative coverage list is the fastest path.
See it on your coverage list
We’ll map your coverage segments and show the end-to-end workflow: signal drivers → templates → controlled distribution → exports.