RPT: The Investment
Research Protocol

A neutral, industry-owned utility built for the era of AI-agentic demand

Existing infrastructure cannot cope with the exponential volume and millisecond requirements of AI agentic demand. We are building the SWIFT network for investment research.

Publish once. Reach AlphaSense, Bloomberg, FactSet and your own clients from a single upload.

The Opportunity

One Protocol. Two Sides. Complete Control.

Buy-Side

Cross-Library Discoverability

Search and surface research across every connected broker through a single query. No more logging into multiple portals or missing critical coverage. AI-ready endpoints (MCP and REST) give your agents and analysts instant access to the full breadth of sell-side insight in one place.

Sell-Side

Reach the Buy-Side Network

Connect once, reach the entire entitled buy-side network. You choose the model that fits your infrastructure:

For Research Providers

How Research Providers Connect

Send research from your own publishing system through our API, or publish it by hand from your provider console. Either way, you choose where the files live.

Choose Your Content Model

Most CommonOption A

You Host the Content

RPT indexes your metadata. When a consumer requests a note, they receive a signed redirect token and fetch the PDF or HTML directly from your servers. You maintain full control over content delivery.

  • Content never leaves your infrastructure
  • Signed JWT tokens verify every request
  • You control bandwidth and access logging
  • Ideal for firms with existing content APIs
Option B

RPT Hosts the Content

Upload your PDFs and HTML directly to RPT. We store content in encrypted Azure Blob Storage (UK South) and handle delivery to entitled consumers on your behalf. You retain ownership and can remove content at any time.

  • No API infrastructure needed on your side
  • AES-256 encrypted storage, GDPR compliant
  • Pre-signed URLs with configurable expiry
  • Ideal for firms without dedicated research APIs

Ways to Deliver Research

Push to Our API

REST API

Post structured JSON metadata (and optionally upload content) to our ingestion endpoint. The most flexible option, with batch support for up to 100 notes per request and automatic deduplication on your external ID.

Publish from Your Console

Web Form

Publish a note by hand from your provider console: fill in its details, then attach the PDF or link to the copy on your own servers. No development work on your side.

Something Else?

Talk to Us

Already publish in another format, such as RIXML? Tell us what you have and we will talk through how to connect it.

Both methods work with either content model, and you can use them side by side. Most providers are live within a week of first contact.

Publish Once, Distribute Everywhere

Your Research, On Every Platform You Already Use

Publish a note once on RPT and it flows automatically to the platforms your clients already read on. No re-formatting, no second upload, no learning RIXML, no file transfers to run. Configure a destination once, and every matching note thereafter arrives in that platform's preferred format, with a full delivery log you can audit.

Where Your Research Goes

AlphaSense

Ingestion API

Delivered straight to AlphaSense through its Ingestion API, document plus structured metadata, so your coverage shows up in the platform your clients search every day.

Bloomberg & FactSet

RIXML 2.5 over SFTP

Delivered as RIXML 2.5 and PDF over secure SFTP, the format their research management systems expect. Your notes land in the terminals the buy-side already lives in.

Any Partner Platform

SFTP or Signed HTTPS

A generic SFTP drop or a signed HTTPS endpoint reaches anyone else, whether an existing distribution partner or a new one you add later. If they can take a file, RPT can feed them.

Control Over Every Delivery

Target the Right Desks

Filter by sector, entitlement, language or ticker, so each platform receives exactly the coverage it should and nothing it should not.

Embargo and Release

Hold a note until its publish time, then release it to every channel at once. Timed distribution without manual coordination.

Update and Withdraw

Re-publish and the note reissues everywhere as an update. Withdraw it and a delete fans out to every platform that received it, so the record stays consistent across the market.

Full Audit Trail

A per-destination delivery log, automatic retries, dead-letter alerting, and one-click test-send. You always know what reached where, and when.

Set up a destination in minutes from a one-click preset, and add as many as you need. Every delivery is signed, watermarked to your firm, and logged end to end.

Agentic AI-First

Built for Machines. Designed for Humans.

RPT is a utility infrastructure layer, not another portal. Every capability is exposed through three native interfaces, purpose-built for the way modern teams and AI agents consume research.

21

MCP Tools

9

CLI Commands

100+

REST Endpoints

3

Auth Methods

MCP

AI Agent Interface

21 purpose-built MCP tools give AI agents native access to cross-library research intelligence. Claude, GPT, and any MCP-compatible agent can search, screen, monitor portfolios, and administer entitlements without writing a line of integration code.

Explore MCP Tools
CLI

Terminal-Native Workflow

Nine commands. Zero context-switching. Search research, view notes, manage watchlists, and configure auth from your terminal. Pipe JSON output directly into scripts, notebooks, or your existing data pipeline.

Explore CLI Commands
REST API

Full Protocol Access

Over 100 RESTful endpoints covering research intelligence, entitlements, KYC compliance, billing, and provider management. OpenAPI 3.1 spec available at /openapi/v1.json with snake_case JSON throughout.

Explore REST API

Why Agentic-First Matters

Your AI agents need research infrastructure, not another login.

We are rapidly moving towards a world where the vast majority of research readership will be agentic. These agents need structured, authenticated, machine-readable endpoints, not PDFs behind browser logins. RPT provides the protocol layer that makes research programmatically accessible at the speed and scale AI demands.

Sub-second latencyStructured JSON responsesOAuth2 + API key authEntitlement-aware

Architecture

Federated Content. Centralised Intelligence.

1

Query & Discover

Buy-side queries the hub (via REST, CLI, or MCP). Hub searches the metadata index across all connected providers.

2

Entitlements & KYC

The hub verifies entitlements and generates a time-limited, signed access token for the requested content.

3

Content Delivery

Content is delivered via the provider's preferred model: directly from their servers using a signed redirect token, or from RPT's encrypted storage via a pre-signed URL.

Redirect Mode

Consumer fetches content directly from the provider's API. The hub never touches the underlying file.

Hosted Mode

Consumer receives a pre-signed URL to encrypted blob storage. No infrastructure required from the provider.

Getting Started

From First Conversation to Live in Days

RPT is designed for fast institutional adoption. No lengthy procurement cycles, no complex infrastructure projects. Here is what the process looks like for each side of the market.

Sell-Side

Heads of Research

Make your research discoverable to the entire entitled buy-side network through a single integration.

1

Introductory call

We walk through the protocol, discuss your current distribution setup, and agree the best integration path for your team.

2

Choose your integration

Push notes from your own system through our API, or publish them from your provider console. Choose whether to host content yourself or let RPT handle storage.

3

Technical setup

We issue your provider credentials (API key and provider UUID) and run a test ingestion with sample notes.

4

Entitlement mapping

Define which buy-side clients can access your research. Map existing entitlements or use RPT's KYC Hub to manage new relationships.

5

Go live

Switch to production ingestion. Your research becomes searchable across the network. Monitor usage via your provider dashboard.

Typical timeline: 5-10 working days from first call to live

Buy-Side

Research Procurement

Give your analysts and AI agents cross-library access to every broker's research through a single connection.

1

Introductory call

We demonstrate cross-library search, stock intelligence, and the MCP tools for AI agents. You see your existing broker coverage in one place.

2

KYC and entitlements

Complete your KYC profile once through the KYC Hub. Connected providers verify your entitlements. No more filling in the same forms for every broker.

3

Choose your interface

REST API for programmatic access, CLI for terminal workflows, or MCP tools for AI agent integration. All three are available from day one.

4

Connect your workflows

Plug RPT into your existing research management system, AI assistant, or data pipeline. We provide client libraries and integration guidance.

5

Go live

Your team gets instant access to cross-library search, stock intelligence, and direct content delivery from every connected provider.

Typical timeline: 3-5 working days from first call to live

No upfront infrastructure investment required

RPT handles the heavy lifting. Providers do not need to build new APIs or change their existing publishing workflows. Consumers do not need to deploy new systems. We meet you where you are and make the integration as lightweight as possible.

Compliance Infrastructure

The KYC Hub

Verify once, recognised everywhere. A shared compliance layer that reduces the burden on compliance departments, cuts administrative friction, and adapts to each institution's bespoke requirements.

Verify Once, Share Everywhere

A single KYC profile recognised across all connected providers. No more duplicating paperwork for every new broker relationship.

Customisable to Your Requirements

Configurable verification workflows, tiered data disclosure levels, and flexible attestation policies that adapt to each institution's specific compliance needs.

Mutual Recognition

If one broker has verified a client, others can accept that attestation without re-running the full process. Eliminates redundant compliance work across the industry.

Reduced Administrative Time

Automated attestation lifecycle management with expiry monitoring, renewal reminders, and instant revocation. Compliance teams spend time on decisions, not data entry.

Data Sovereignty & Privacy

Field-level encryption for all PII. GDPR-compliant data sharing with full audit trails. You decide exactly which providers see your data and at what level of detail.

Document Management

Secure document upload and storage for supporting KYC evidence. Encrypted at rest with AES-256. One repository shared across all provider relationships.

Governance

Governed by the Industry, for the Industry

RPT is the rail, not the train. It is built to be governed by the buy-side and sell-side institutions that use it, so protocol development and industry standards are shaped by the industry rather than by a single platform.

Key buy-side and sell-side stakeholders should not cede strategic control to external third-party platforms.

SOC 2 AlignedAES-256 EncryptionGDPR CompliantAzure UK South

Get Involved

Shape the Infrastructure for theNext Chapter of Finance

We are working with a select group of buy-side and sell-side institutions to define the metadata schema and standards for the industry. Help shape the protocol from the ground up.

Get in Touch