WeConvene for Buy Side

Complete transparency of your corporate access interactions for MiFID II compliance

WeConvene for buy side firms simplifies the end-to-end management of corporate access and analyst marketing events. You can search, book and track meetings quickly and efficiently, and all corporate access interactions can be rated easily, in one simple workflow.

Find events fast

With personalized event recommendations and sophisticated search features, WeConvene matches you with the most relevant events. You’ll eliminate the job of trawling through 1000’s of emails, freeing up your time to focus on more productive tasks.

Find events fast

Books instantly

Event and meeting slots can be booked instantly, in real time. You’ll eliminate calls and email back and forth as your attendance is secured and confirmed in a couple of clicks.

Books instantly

Broker Ratings

The WeConvene Broker Rating tool helps firms gain an understanding of the most valuable corporate access meetings and events. Simple and quick to use, Portfolio Managers can assign ratings for all interactions in a single click, and reports can be generated on-demand to get a complete picture firm-wide.

Broker Ratings

Record Off-Platform Meetings

Record any events or meetings that your firm attended, even if they are not booked via WeConvene. Ensuring a comprehensive view on your firm's corporate access activities.

Record Off-Platform Meetings

Automated Reporting For MiFID II Compliance

WeConvene automatically captures statistics on all event and meeting interactions, firm wide. With complete transparency of all interaction and rating data, reports can be generated on-demand, ensuring your MiFID II regulatory requirements are met with ease.

Automated Reporting For MiFID II Compliance

Integrated with Bloomberg

The power of WeConvene is integrated with Bloomberg’s Corporate Events Calendar (via EVTS <GO>), providing portfolio managers with a single point of access for all their business needs.

Integrated with Bloomberg

Portfolio Manager and Coordinator Collaboration

The WeConvene Portfolio Manager and Coordinator collaboration tool brings the whole meeting request and booking process into a single, integrated workflow.

Enhanced Collaboration Tools

Dedicated collaboration tools enable Portfolio Managers and Coordinators to efficiently manage the booking of meetings. Coordinators can quickly share relevant events with Portfolio Managers for review. And using the ‘Mark for Coordinator’ tool, events of interest can then be flagged for booking, providing coordinators with a single list which can be actioned with ease.

Enhanced Collaboration Tools

Effectively Manage Resources

Enhance the power of collaboration with full transparency of your team’s bookings. View colleagues’ upcoming meetings and invitations; ensuring resources are allocated efficiently across teams.

Effectively Manage Resources

Accessible on any device

As a single, centralized web-based platform, WeConvene is easy to use and accessible on any device, any time.

Accessible on any device

WeConvene For Buy Side - Features

Solo

For Portfolio Managers and Analysts who want to view all their meetings in a centralized place and inquire and book efficiently.

FREE

  • EVENT MANAGEMENT

  • Personalized Event Feed

  • Criteria Based Search

  • Automated Personal Calendar Synchronization

  • Online Booking

  • Online Inquiry Tool (Off/On Platform)

  • SUPPORT

  • 24/5 Chat & Email Support

  • Self-Service Knowledge Base

Enterprise

For a fully integrated, firm wide solution with complete transparency of your corporate access interactions for MiFID II compliance.

Request Pricing
  • EVENT MANAGEMENT

  • Personal Calendar

  • Firm Calendar

  • Coordinator Calendar Delegation

  • Coordinator Workflow

  • Create Bespoke Events

  • Personalized Event Feed

  • Criteria Based Search

  • Automated Personal Calendar Synchronization

  • Online Booking

  • Online Inquiry Tool (Off/On Platform)

  • REPORTING

  • Individual Meeting Statistics

  • Internal Meeting Rating And Notes

  • Customized Broker Activity Reports

  • Firm-Wide Meeting Statistics

  • Real Time Data Capture

  • Data Export

  • SUPPORT

  • 24/5 Phone Support

  • 24/5 Chat & Email Support

  • Self-Service Knowledge Base