First Coverage allows you to cut through the flood of information and noise bombarding the portfolio managers you cover and easily demonstrate the value you provide.

The platform is simple, convenient and confidential. The information you submit to the portfolio managers whom you cover via First Coverage is viewed only by you and your client and stored where you both have constant access to it.

Turn the spotlight on your successes

Objective results allow you to definitively demonstrate where you have added and can continue to add “Alpha,” even if the portfolio managers you cover missed a call or deleted an email.

Managing your information is simple. At any time, as market conditions dictate, you can update details of any information you’ve posted, and the platform will immediately notify all of the portfolio managers you’re covering who may be interested.

In addition, you can easily monitor your ideas with marked-to-market tracking, and real-time alerts that notify you when things are happening to the stocks that matter most to you. With First Coverage, you’ll know exactly when to make the value-added phone calls and emails to the portfolio managers you cover.

Manage your time more efficiently

First Coverage will also save you time. Enter “stop” or “target” prices for specific ideas and the idea automatically closes when either is reached — even if you’re out of the office. Stop and target prices can be changed or removed at any time.

You can also manage your relationships with portfolio managers better. Track all information sent to each portfolio manager, and easily see a complete list of all the ideas you’ve sent and their average return. A weekly newsletter will show your performance by portfolio manager and overall.

It’s also easy to manage meetings. First Coverage maintains a complete list of all meetings you’ve offered, whether they were accepted or declined. First Coverage also notifies your clients when you initiate a new meeting or make changes to an upcoming one. And, as you’d expect, First Coverage integrates with the calendar function of most email programs.

Finally, when you enjoy a truly exceptional year, you could be recognized as one of the top institutional salespeople in North America with First Coverage’s annual “Top Coverage” awards.

Use First Coverage and let portfolio managers see for the first time just how much value you can add to their investment process. Contact us to learn more. It’s time to put yourself and your firm in the spotlight.