By BlueMatrix
Publication Date: 2026-01-13 11:00:00
BlueMatrix, the global leader in capital markets content publishing technology, backed by Thoma Bravo, today announced a partnership with Perplexity to bring AI-enabled research and discovery to institutional investors using BlueMatrix’s governed, entitlement-aware framework.
The partnership brings entitled broker research to Perplexity Enterprise users, enabling buy-side professionals to query their subscribed research content, alongside Perplexity’s broader capabilities, including real-time financial data, earnings transcripts, and deep research tools. Investment professionals and researchers can use natural language to surface relevant insights without changing existing data ownership, entitlements, or compliance structures.
As buy-side teams increasingly turn to AI tools for research synthesis, a formal integration through BlueMatrix replaces unstructured, ungoverned usage with compliant distribution that preserves attribution and entitlements. For research firms, the partnership provides a new channel to increase visibility with buy-side clients, gaining presence within an AI-powered discovery experience while maintaining full control over their content. Research providers also gain new insight into how investors interact with their analysis, the types of questions they’re asking most, and how they’re integrating those results into their AI-assisted workflows.
BlueMatrix provisions access on behalf of research providers, ensuring that only clients with…