Equip sales teams and advisors with timely materials, using your own brand details, so investors get a clear message about their investments.
The latest insights from our analysts, curated by a human and delivered based on the topics you follow.
Custom Data Integrations
Integrate the data that’s important to your firm and we'll bring it in alongside our market data to support your decision-making process.
Client Web Portal
Keep your clients and teams in the loop 24/7, sharing new insights and snapshot reports.
More Tools Built for How You Work
Back Office Services
Flow Factors and Predictive Analytics
Microsoft Excel® Add-In
Model Portfolio Construction
Performance and Risk Assessment
Real-Time Notes and Alerts
Third Party Integrations
Total Portfolio Attribution
Security in the Cloud
We take data security seriously. Your peace of mind is important to us. Our investment analysis platforms are designed to meet rigorous data privacy and security standards based on industry best practices.