Independent investment research your patrons can trust
Our resources can help individuals reach their financial goals, whether they’re seasoned investors or just starting out. We offer one of the industry’s broadest securities databases, along with portfolio tracking and reporting capabilities and up-to-date financial news and insights.
A range of ways for your patrons to learn
Provide your community with options for building their investment knowledge. With our ratings and analyst reports, online classes, and live webinars, patrons can explore the right topics, at the right level, in the right format for them.
Support to help you enhance your patrons’ experience
We make sure you have what you need to serve your community, from promotional materials to continuing provider training. Plus, get to know what’s working and how you can boost engagement with monthly usage reports.
Fuel Investment Knowledge
In-Depth Securities Coverage
Use one of the industry’s broadest databases to access independent data and analysis on stocks, mutual funds, and exchange-traded products.
Choose from more than 100 virtual educational courses on topics like understanding companies, funds, bonds, and building a portfolio.
Focus Your Search
Use our screening tools to filter investment options based on specific criteria.
Explore our full collection of investment newsletters and dive deep into specific investment strategies.
Leverage the support of our knowledgeable library services staff throughout database setup and instruction.
Tutorials, live webinars, and monthly newsletters help providers and patrons maximize the resource center’s value.