We bring some enhancements to the Broker Vote with the ability to generate Unscaled Recommended Votes based on interaction values.
Unscaled Recommended Votes
For buy-side firms that want to tie their vote more closely to their rate card-valued interactions, Administrators now have the option to generate unscaled recommended votes. With this approach, the dollar value implied by analysts’ interactions is exactly the dollar value recommended for their broker in the vote. Administrators who want to scale their recommended votes based on the voters’ budgets or pool can still do so with the “Scaled” option.
To generate an unscaled vote, navigate to:
Interactions Setup > Import Vote Relationships and choose “Unscaled” from the drop down.