Research

Let us be the compass that guides you towards effective portfolio management. Harness real-time data and cutting-edge analytics to uncover investment insights, evaluate market trends, and fine-tune your strategies.

Screeners

Tailor your research effortlessly, unlocking unparalleled insights and precision in identifying assets aligned with your financial goals. Experience a new level of informed decision-making in wealth management.

Key benefits

Access real-time insights on global assets
Identify trends, patterns, and investment opportunities
Save and share your investment ideas

Key features

Customizable Filters
Fundamentals | Performance | Geographies | Sectors | ESG
Multiple Asset Type Screeners
Equity | ETF | Mutual Fund
Idea Repository
Create list of assets and use them to build and manage portfolios

Summary video

video

Process diagram

Apply screening criteria
Access asset’s profiles
Add to your watchlist

Product specifications

+20,000 stocks, ETFs and Mutual Funds
+30 filters to find suitable assets
+10 performance and risk metrics

Target client

RIAs

Empowering RIAs with robust investment research and client-centric tools, we help them build strong relationships and achieve outstanding financial outcomes for their clients.

Family Offices

We understand the complexities of managing family wealth, and our specialized tools enable family offices to streamline operations and preserve and grow wealth across generations.

Wealth Managers

Providing personalized strategies and expert guidance, we empower wealth managers to deliver exceptional financial planning services tailored to their clients’ unique goals.

Private Banks

With a focus on exclusivity and superior client experiences, our platform equips private banks with cutting-edge technology to elevate their wealth management services.

Asset Managers

Our comprehensive financial solutions cater to asset managers, offering advanced tools and analytics to optimize portfolio management and maximize returns.