BlueMatrix and Perplexity partner to deliver AI research tools for institutional investors
The collaboration will allow buy-side firms to query entitled broker research using natural language, while preserving governance, compliance and data controls.
BlueMatrix has formed a partnership with Perplexity to bring AI-enabled research and discovery tools to institutional investors within BlueMatrix’s governed, entitlement-aware framework.
BlueMatrix said the integration will make entitled broker research available to Perplexity Enterprise users, allowing buy-side professionals to query their subscribed research alongside Perplexity’s real-time financial data, earnings transcripts and research tools. The companies said the approach enables users to surface insights through natural-language queries while maintaining existing entitlements and compliance structures.
Under the partnership, BlueMatrix will provision access on behalf of research providers, ensuring that only clients with the appropriate agreements can surface a firm’s content. The companies said proprietary research will remain protected, will not be used to train AI models and will not leave institutional boundaries.
Patricia Horotan, Chief Executive of BlueMatrix, said the partnership is designed to balance innovation with control. “At BlueMatrix, our priority is to help clients benefit from AI while preserving attributions, control, and flexibility,” she said. “This new partnership with Perplexity delivers AI-assisted discovery to investors and researchers, alongside Perplexity’s suite of accuracy-driven research tools. For research providers, it offers a new way to ensure that their insights reach clients at the moment of decision, without compromising the governance and data-first, model-neutral strategy they expect from BlueMatrix.”
During an initial pilot phase, a limited group of early-adopter firms will test AI-assisted workflows that allow buy-side teams to ask natural-language questions and receive cited responses grounded in the research they already access through BlueMatrix, combined with Perplexity’s enterprise data sources.
Dmitry Shevelenko, Chief Business Officer at Perplexity, said the partnership aligns advanced AI capabilities with the requirements of regulated financial markets. “BlueMatrix is a clear leader in capital markets technology, and we’re excited to align AI innovation with the strict governance standards financial institutions and researchers require,” he said.
The partnership reflects growing demand among institutional investors for AI tools that can enhance research discovery and decision-making, while meeting the compliance, attribution and data protection standards expected in capital markets.
The Recap
- BlueMatrix and Perplexity formed an AI research partnership.
- Entitled broker research available to Perplexity Enterprise users.
- Pilot lets early-adopters query subscribed research with cited answers.
