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Version: v1.7.0

Broker Research Access Registration

Introduction​

Enabling access to broker research (and other premium content) in AlphaSense is a multi-step process that requires users-specific data to be verified by 3rd party vendors (such as FactSet) for every user that requests access to such content. FactSet and other research content vendors requires this data for compliance purposes. Client admin is expected to do the process on behalf all the users. Once users are approved, they should be able to request specific entitlements access through Entitlements Portal.

How to register for Broker Research Access​

Step 1: Login to AlphaSense​

Login to Alphasense

Step 2: Go to Settings​

Go to Settings

Step 3: Navigate to company page, then select Users Tab​

Navigate to company page

Step 4: Select users to request entitlements for and click “Request Entitlements” button​

Request entitlements

Step 5: Fill/Correct user data (All fields are required)​

Correct inputs in red, and fill all the required data: Fill user data

After filling the data, the error messages should no longer be visible User data validation

Step 6: Fill Company details​

Provide required company details Fill company details

Step 7: Submit data​

After completing Company step, the UI will display the following message indicating that a new research content request is registered Submit data

After submitting the request​

After the request is submitted, AlphaSense will proceed with verification and entitlement. Once it’s done, AlphaSense will notify you of the outcome. If approved, you need to assign the Broker Research license to the corresponding user account(s), more details for how to assign license.