Market data license tracking
Track Bloomberg, FactSet, and research licenses by seat count, renewal date, and redistribution rights.
Licenses with seats, dates, and redistribution
Use contract types, custom fields, AI extraction, and reminders to make the details inside important agreements visible.
Track contract milestones and key dates with confidence
Contract tracking for statuses, milestones, notice and renewal dates, with dashboards, reminders, and custom fields so nothing slips.
Stay ahead of renewals with expiration reminders
Contract expiration reminders that track notice and renewal dates, send multi-channel alerts, and keep you ahead of every contract deadline.
Understand risks, obligations, and deadlines with AI contract review
AI contract review & analysis surfaces obligations, liabilities, gaps, and deadlines so teams can understand contracts faster after signing.
Understand your contract portfolio at a glance
Contract reporting that shows renewals, vendor spend, and portfolio value in one live view. Share it with your team or export a PDF for reviews.
Research licenses hide in procurement
Seat counts drift from the contract
Bloomberg and FactSet invoices change when people join or leave. The signed seat cap is in a PDF nobody opened this quarter.
Renewal dates are on a vendor spreadsheet
Market-data renewals are expensive and early. If the date lives with the vendor owner, finance finds out after the auto-renew.
Redistribution terms are easy to breach
Research licenses limit who can see a feed, whether it can hit a model, and whether it can leave the firm. Those clauses are not the same as a SaaS seat.
Who watches the data licenses
Fund operations and IT procurement share the file. Investment managers feel the outage when a feed lapses.
Fund operations
Keep research and market-data contracts with the rest of the fund file, not only in IT.
IT procurement
Match seat counts and renewal windows to the signed license, then remind owners in time.
Investment managers
Know which feeds you can use in a model, and which licenses are close to renewal.
Frequently asked questions
What to expect, and what not to expect, from this solution.
Related workflows
Software license management
Centralize software licenses and SaaS subscriptions with extracted terms, seat counts, and renewal alerts for IT and procurement.
Vendor contract management
Keep supplier agreements, service levels, renewal windows, payment terms, evidence, and owners connected.
Side letter management
Inventory MFN, fee, and LP side letters beside the LPA.
Track every market-data license before it renews
Store Bloomberg, FactSet, and research contracts with seat counts, owners, and redistribution limits.