BlueMatrix, a capital markets content publishing platform, has partnered with Perplexity to bring AI-powered research discovery to institutional investors within a governed framework. The integration allows buy-side professionals using Perplexity Enterprise to query their entitled broker research content using natural language, alongside Perplexity's other data sources. The partnership is designed to preserve strict entitlements, compliance, and content control while providing investment teams with AI-assisted synthesis and insight generation.
BlueMatrix partners with Perplexity to bring AI discovery to institutional research.
The integration allows Perplexity Enterprise users to query their entitled broker research.
Content access is governed by BlueMatrix's existing entitlement and compliance framework.
Research providers gain new visibility and insights into how clients use their analysis.
Proprietary research is protected and not used to train AI models.
The partnership aims to replace ungoverned AI usage with compliant, attributed distribution.
The partnership addresses a critical need in capital markets: leveraging AI for research efficiency without violating data rights or compliance rules. BlueMatrix acts as the secure system of record, provisioning access so that only clients with existing agreements can surface a research firm's content within Perplexity. “This partnership brings entitled broker research to Perplexity Enterprise users, enabling buy-side professionals to query their subscribed research content... without changing existing data ownership, entitlements, or compliance structures,” the announcement stated.
For buy-side investment professionals, the integration promises faster insight discovery. They can ask natural language questions—like “What are my brokers saying about this issuer following earnings?”—and receive cited responses grounded in their subscribed research. For sell-side research providers, the partnership offers a new channel to increase content visibility and utility. They also gain analytics into how investors interact with their analysis, including popular queries and workflow integration, while maintaining full control over content distribution.
Both companies emphasized the governance-first nature of the collaboration. BlueMatrix CEO Patricia Horotan highlighted the commitment to preserving “attributions, control, and flexibility.” Perplexity's Chief Business Officer Dmitry Shevelenko noted the alignment of “AI innovation with the strict governance standards financial institutions and researchers require.” The system ensures proprietary research remains within institutional boundaries and is never used to train AI models, addressing key concerns about data leakage and intellectual property.
The partnership will begin with a limited pilot involving early-adopter firms to explore AI-assisted workflows for use cases like issuer monitoring and post-earnings analysis. Following integration and security reviews, a private beta will launch, with participant feedback shaping future features. These may include expanded entitlement scenarios, deeper use of RIXML metadata standards, and enhanced engagement reporting for research providers.
By partnering with Perplexity, BlueMatrix is enabling a controlled pathway for institutional adoption of AI in research. The collaboration seeks to transform how investment professionals discover insights while upholding the stringent governance and entitlement models that define the capital markets research ecosystem.
About BlueMatrix
BlueMatrix is the global leader in capital markets content publishing technology, trusted by over 1,000 financial institutions. Its secure platform streamlines authoring, compliance, and distribution—driving smarter, faster collaboration across capital markets. Founded in 1999 and backed by Thoma Bravo, BlueMatrix operates from offices in Durham (HQ), New York, London, Paris, Edinburgh, Auckland, and Timisoara.
About Perplexity
Perplexity is an AI-powered answer engine that draws from credible sources in real time to accurately answer questions with in-line citations, perform deep research, and more. Perplexity Enterprise provides secure, organization-aware access to AI-assisted research workflows that integrate proprietary data with trusted public sources. Founded in 2022, the company's mission is to serve the world's curiosity by bridging the gap between traditional search engines and AI-driven interfaces. Each week, Perplexity answers more than 150 million questions globally.
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