Charles Stanley has partnered with fintech Red Deer to integrate MIFID II compliance across their investment process.

The wealth manager selected Red Deer’s research management solution, which captures and attributes research consumption across all channels including email, chat and voice, giving buy-side firms the most accurate view of their research value.

This approach should also prevent inducement across the firm. Red Deer’s Outlook plugin and mobile application aim to help firms be MiFID II compliant quickly and with minimal disruption to their investment process.

Additionally, advanced budget manage...