Comparator

Designed to equip financial advisors with the precision and agility essential in an ever-evolving financial landscape, the Comparator empowers you with the insights to thrive.

Key benefits

• 

  Compare multiple assets in multiple dimensions

• 

  Inform your decision-making process

• 

  Make it available to your team and clients

Key features

• Multi-Asset
  Compare stocks, ETFs, Mutual Funds and Crypto side by side for a comprehensive view
• Dynamic Charting
  Create visual analysis of performance and correlations
  
• Fundamental Analysis
  Compare the asset allocation strategies and risk metrics of ETFs and Mutual Funds

Summary video

video

Process diagram

• 

  Select list of assets

• 

  Compare performance, correlation and fundamentals

• 

  Create and share a PDF

Product specifications

• 

  +15 assets compared at the same time

• 

  +20,000 different assets

• 

  +30 different 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.