Customized Tools and Solutions
IRC supports the independent investment analyst or research firm with customized tools and solutions across compliance, payments, finance, operations, data, and more. Our partnership begins by taking a deep dive into your circumstances in order to establish your needs and how we can best serve you.
Compliance
Compliance
As a FINRA-registered broker-dealer, we provide an industry-standard, research-focused compliance framework to protect your research operations and save you the considerable cost of doing it yourself. This includes core policies and procedures, mandatory compliance training, registration of qualifying personnel, chief compliance officer services, continuing education, access to an experienced compliance staff, and expert counsel on compliance matters.
Revenue & Payments
Revenue & Payments
Our centralized billing process facilitates the collection of client payments for your research, using our infrastructure of CSA brokers and institutional payment arrangements. In IRC, your buyside clients are able to engage with a known and trusted entity on the Street with a large network of revenue relationships. You generate revenue faster, and save the time and cost of running your own operation.
Outsourced HR
Outsourced HR
Through our strategic relationship with a national provider, you get access to a leading outsourced human resources package at a fraction of the cost of in-house HR. The package includes payroll modules, healthcare plans from major carriers, low-cost 401(k) plans backed by major financial institutions, HR compliance oversight, and a leading-edge self-service technology platform.
Sales & Marketing
Sales & Marketing
Using in-house and third-party resources, we provide you with a range of on-demand sales and marketing options to help you uncover opportunities and build revenue without supporting a permanent sales team. Options include a premier global buy-side CRM with contact details on 200,000+ investment professionals, digital and content marketing, prospecting and sales support, and access to outsourced sales teams on a negotiated basis.
Accounting & Finance
Accounting & Finance
Our “virtual CFO” package, powered by an in-house team, provides accounting and finance expertise specifically focused on the needs of small businesses and investment research firms. Services can be tailored exactly to your requirements, and include bookkeeping, QuickBooks, general ledger, accounts payable, financial statement preparation, tax management, auditing, corporate registration, and more.
Data & Analytics
Data & Analytics
We provide you with a range of affordable data, analytics, and technology resources using both internal resources and strategic partnerships. Options include access to a leading market data and analytics platform, dissemination of high-conviction ideas across Alpha Capture platforms, data science on-demand, data monetization, and customized web development and technology services.
Connecting With You to Increase the Potential of Your Research Business
Partnering with IRC allows you to manage your business more efficiently and dedicate the time you need to generate ideas and build revenue. Through collaboration and focus, we can help your team get where they need to go - with confidence and success in mind.
