https://store-images.s-microsoft.com/image/apps.50352.071c6542-8e8e-43c5-b703-993eaa7bf949.14ffcb49-8616-4767-ad89-fd95c11db6f6.875fe4e5-2c03-4228-9bef-0333e9e298e4.png

Bloomberg - Note Publisher

BLOOMBERG LP

Publish research notes and capture engagements using the Bloomberg Outlook add-in

Financial professionals need a way to easily share internal research notes and record certain interactions to maintain compliance with specific regulations, including MiFID II. Bloomberg's Outlook add-in makes it easy to publish short notes to share with your team and streamline the regulatory compliance process.

Leverage Bloomberg’s Outlook add-in to record and keep historical and upcoming interactions from your calendar, along with other important information, including the relevant quality evaluation, participants and comments.

  • Publish short research notes to share with your team
  • Add tags and tickers to your note or interaction so you can easily find them later in the Terminal
  • Automatically identify meeting participants and map them to buy-side or sell-side firms
  • Categorize interaction types (e.g., analyst call, conference, etc.)
  • Rate interactions so you can track the quality of your meetings
  • Enjoy seamless integration with Bloomberg Research Analytics (BRES)

NOTE: You must be a Bloomberg Anywhere subscriber, and have a Bloomberg biometric authentication device (B-Unit) to use this service.

If you are not yet a Bloomberg Anywhere customer and would like to be connected to the preeminent information source for the world’s most influential business leaders, please visit http://www.bloomberg.com/professional/ to find out more about the BLOOMBERG TERMINAL® service.

(Internet Explorer 11 is not supported)

Kemampuan add-in
Ketika add-in ini digunakan, add-in ini
  • Mengirimkan data melalui Internet
  • Add-in ini dapat membaca atau mengubah konten item apa pun di kotak surat, dan membuat item baru. Add-in dapat mengakses informasi pribadi -- seperti isi pesan, subjek, pengirim, penerima, atau lampiran -- di item pesan atau kalender. Add-in dapat mengirimkan data ini ke layanan pihak ketiga.
  • Sekilas
    https://store-images.s-microsoft.com/image/apps.10251.071c6542-8e8e-43c5-b703-993eaa7bf949.14ffcb49-8616-4767-ad89-fd95c11db6f6.e062c1c5-b7d8-42d2-9311-05a1998f6006.png
    https://store-images.s-microsoft.com/image/apps.956.071c6542-8e8e-43c5-b703-993eaa7bf949.14ffcb49-8616-4767-ad89-fd95c11db6f6.121a1890-adda-4d51-8814-103c2c14cbe5.png
    https://store-images.s-microsoft.com/image/apps.23940.071c6542-8e8e-43c5-b703-993eaa7bf949.14ffcb49-8616-4767-ad89-fd95c11db6f6.e3a5060d-f678-4ab7-9e60-235c198f8cc4.png
    https://store-images.s-microsoft.com/image/apps.55986.071c6542-8e8e-43c5-b703-993eaa7bf949.14ffcb49-8616-4767-ad89-fd95c11db6f6.c3e906ac-2ea9-4f23-a683-6c66bf4cf22e.png
    https://store-images.s-microsoft.com/image/apps.12803.071c6542-8e8e-43c5-b703-993eaa7bf949.14ffcb49-8616-4767-ad89-fd95c11db6f6.2e428c28-b879-4031-a205-e0742d68fc86.png