Software package

Financial news package

A financial news portal with a draft-to-publish workflow that includes a disclosure step, articles tagged to companies and instruments with topic pages, market data widgets from the provider you license, analyst and columnist profiles, premium research behind subscriptions, newsletter editions by market and a reader-visible correction history, ready to configure around your publication.

Custom build Concept demo

Get a quote for this package

Who it is for

Built for

A good fit

Independent financial publishers, market commentary brands and research boutiques with a small newsroom of editors, analysts and columnists, publishing daily or several times a week, where credibility rests on timing, disclosure and precision. It suits the editor who needs to see what is waiting for review and what is scheduled, the analyst who writes and declares holdings in the same screen, the subscriptions administrator who should never have to reconcile a mailing list by hand, and the subscriber who wants everything about one company on one page with the latest data beside it.

Not the right fit

It is not for general news sites without instruments or disclosures, which the news website package covers, nor for corporate blogs. Publishers with several desks needing separate queues, conditional compliance routing, more than one data provider or entitlements sold by sector should look at the custom service first. The package displays data from a provider the publisher licenses; it does not include a data licence.

The operational problem it solves

How it runs, step by step

At seven in the morning an analyst opens the editor and starts a note on a listed housebuilder’s results.

She tags the company from the taxonomy, which pulls its ticker and sector, drops in a price chart widget that will show live data from the publisher’s licensed provider, and fills in the declaration: she holds no position.
The standing disclosure from her profile and the publisher’s standard text assemble into the disclosure block automatically.
She submits, and the article appears in the editor’s review queue.

The editor reads it at eight, fixes a heading, confirms the disclosure block is complete and schedules it for a quarter past, when the market opens; the publication time is stamped to the minute.

The article lands on the housebuilder’s topic page alongside the previous eleven pieces, the latest research note and the data widget.
A columnist’s afternoon piece declares a holding, so the disclosure block carries that declaration in the position the publisher’s rules require.
At midday the subscriptions administrator sees that a subscriber’s renewal failed; access to premium research is paused by the system and a payment reminder has gone, with nothing to reconcile.
At four the editor composes the equities newsletter from the day’s published articles, previews it and schedules the send for five.
On Friday the analyst notices a figure in Tuesday’s note was wrong; she files a correction with the reason, the editor approves it, and readers see the notice and the history beneath the article while the original timestamp stays as it was.

Features

What the package does

The package is organised as modules that follow an article from draft to newsletter and a reader from visitor to subscriber: editorial workflow and disclosure, taxonomy and topic pages, market data widgets, profiles, subscriptions and premium access, newsletters, and corrections and timestamps. Each module below lists what it does; the comparison table shows which package variant includes it.

Workflow and tasks

Editorial workflow with disclosure stepArticles move from draft through review and disclosure to scheduled publication.

Content and editorial

Company and instrument topic pagesA taxonomy of companies and instruments gives each instrument, company and sector its own topic page.
Podcast and video episodesPodcast or video episodes attach to articles and topic pages.

Integrations

Market data widgetsMarket data widgets use the one provider you are licensed with, shown with the attribution it requires.
Syndication feedsSyndication feeds distribute your published articles to partners who carry them.

Directory and reviews

Analyst and columnist profilesEach writer has a profile with their coverage list and standing disclosures.

Compliance and records

Mandatory disclaimer and disclosure blockA disclaimer and disclosure block is assembled onto every article, so none is published without one.
Timestamps and correction historyPublication times to the minute, and a correction history readers can see, back up your correction policy and editorial standards pages.

Memberships

Premium research subscriptionResearch sits behind a site-wide subscription, with plans, trials and renewals.

Messaging and notifications

Newsletter editions by marketCompose newsletter editions for each market from articles you have already published.
Reader comments with moderationReader comments on selected articles, moderated before or after they appear.

Package variants compared

Website
Custom Platform

Which features each package variant includes
Feature	Website	Custom Platform
Editorial workflow with disclosure step	Included	Included
Company and instrument topic pages	Included	Included
Market data widgets	Included	Included
Analyst and columnist profiles	Included	Included
Mandatory disclaimer and disclosure block	Included	Included
Timestamps and correction history	Included	Included
Premium research subscription	Not in this variant	Included
Newsletter editions by market	Included	Included
Reader comments with moderation	Optional	Optional
Syndication feeds	Optional	Optional
Podcast and video episodes	Optional	Optional

Roles and permissions

Who does what

Editor
- Review, edit, schedule and publish articles from the queue
- Confirm the disclosure block and approve corrections
- Maintain the instrument and company taxonomy
- Compose and schedule newsletter editions by market
Analyst
- Write articles and research notes, tag instruments and insert data widgets
- Declare holdings on each piece and maintain a standing disclosure
- Submit for review and file corrections on their own work
- See their coverage list and topic pages
Columnist
- Write opinion pieces with the mandatory disclosure block
- Maintain a profile, biography and standing disclosure
- Submit for review and see publication status
- Reply to reader comments where the publisher enables them
Subscriptions administrator
- Define plans, trials and renewal rules
- See subscriber status and payment events
- Grant or pause access and handle refunds within the rules set
- Export subscriber and revenue summaries
Subscriber
- Read free articles and, with a plan, premium research
- Follow companies and instruments and receive newsletters by market
- Manage their plan, payment method and email preferences
- See the correction history and disclosure on every article

Example screen

Concept demo

Concept demo of a financial news company topic page showing a market data widget, tagged coverage, analyst profiles and disclosure blocks.

A company topic page as a subscriber sees it: the price widget from the licensed provider with attribution, the latest coverage and research notes in order, the analysts who cover the company, and a disclosure block and publication timestamp on each item.

Scope and options

What is included and what is extra

In the base package

Editorial workflow from draft through review and disclosure to scheduled publication
Company and instrument taxonomy with topic pages per instrument, company and sector
Market data widgets configured for one provider licensed by the publisher, with attribution
Analyst and columnist profiles with coverage lists and standing disclosures
Mandatory disclaimer and disclosure block assembled on every article
Premium research behind a site-wide subscription with plans, trials and renewals
Newsletter editions by market composed from published articles
Publication timestamps to the minute and a reader-visible correction history
Correction policy and editorial standards pages

Common add-ons

Reader comments with moderation on selected articles
Syndication feeds and partner distribution
Podcast or video episodes attached to articles and topic pages

Needs custom work

Separate editorial queues per desk with conditional compliance routing
Several data providers with attribution rules by asset class
Entitlements sold per sector or per analyst rather than site-wide

See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on your own hosting or on hosting we manage for you; the choice is made in the proposal and can change later. In both cases you own the code, the content and the subscriber data. Articles, the taxonomy, correction history, profiles and subscriber records can be exported at any time in standard formats, and nothing in the package stops you moving the portal to another provider. Market data is never stored beyond what the provider licence allows, and the connection is configured with your credentials, not ours.

Maintenance

Maintenance is optional and scoped separately from the build. When taken, it covers security updates to the platform and its dependencies, monitoring of the data provider connection, subscription payment callbacks and newsletter sending, backups, and a monthly window for small configuration changes such as a new plan, a taxonomy update or a changed disclosure text. Larger changes are quoted as change requests against the original scope.

Pricing model

Priced per proposal.

The package is sold as a one-off setup and customisation, with optional monthly maintenance and hosting as separate recurring lines. The setup figure depends on the size of the archive and taxonomy to migrate, the add-ons selected, the data provider, payment and email platforms to connect, the number of newsletter editions and whether you host it yourself. Your proposal states each line separately; the data licence is a separate agreement between you and the provider.

Also used in

Software package

Custom build Concept demo

Variants

Editorial workflow from draft through review and disclosure to scheduled publication
Company and instrument taxonomy with topic pages per instrument, company and sector
Market data widgets configured for one provider licensed by the publisher, with attribution
Analyst and columnist profiles with coverage lists and standing disclosures

Priced per proposal. A written proposal is the only binding figure.

Get a quote for this package Prefer a fully custom build?

FAQ

Frequently asked questions

Is market data included?

No. You license data from a provider of your choice and the package displays it through configured widgets with the attribution the licence requires. The package does not include, resell or generate market data.

Can an article be published without a disclosure block?

No. The block is assembled from the author’s standing disclosure, the declaration made on that article and the publisher’s standard text, and the workflow will not schedule or publish until it is complete. What the disclosure should say is the publisher’s responsibility.

Does the package check that our content is compliant or give investment advice?

No. It records who wrote, reviewed and published each article, enforces the disclosure step and shows timestamps and corrections. Whether the content meets any regulatory requirement, and anything resembling advice, is for the publisher and its advisers.

How does premium access follow payment?

Subscriptions are billed through a payment provider connected in setup. When a payment succeeds, lapses or is refunded, the subscriber’s access changes with it, so there is no list to reconcile. The administrator can override within the rules set.

What does a reader see when an article is corrected?

A correction notice beneath the article with the date, the reason and the previous wording where the publisher chooses to show it. The original publication timestamp is unchanged and the full history is kept.

Is this a finished product I can see running?

Not yet. The readiness badge shows the real state: the package is a custom build assembled from our publishing, memberships and documents modules for each publisher, and the example on this page is a labelled concept demo rather than a live portal.

We have three desks that review their own work. Is that included?

The package runs one editorial queue with one disclosure step for the whole publication. Separate queues per desk, compliance routing that depends on a declared holding and several data providers are custom work handled through the custom financial news portal service.

Get a quote for Financial news package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.