Asset Management Company
- Research funds, monitor performance and holdings by categories, and track funds.
- Compare and evaluate funds using our proprietary categories, screening tools and manager database.
Online Trading Platform
- Generate custom fund profiles through our mutual funds, ETFs and closed-end funds data feed.
- Expand your content offerings with the help of our pre-defined lists and tables by proprietary categories, investment style and investment metrics.
Wealth Management or Private Banking
- Profile, compare and select funds using our data, categories, and screening tools.
- Gain insights in the fund's investment process through our structured 1,000+ manager Q&A profiles.
- Personalized tools and screens to research investment strategies, improve asset allocation, and analyze model portfolios.
Advisor Network
- Create your workstation using our data feed, profiles, charting tools and return tables.
Independent Advisor
- Develop a better understanding of the fund’s investment objectives, process and returns with the help of our proprietary fund description and profiles.
- Use our pre-defined performance tables and screens to identify funds that meet your criteria.
- Communicate information with your clients using our sharing and reporting tools.
Individual Investor
- Evaluate investment strategies, compare funds, and screen funds that meet your risk parameters and investment objectives.
Publisher
- Publish unique investment content focused on mutual funds, closed-end funds, and ETFs.
- Generate performance tables by categories, strategies, investment objectives or geographic focus.
Academic Institution
- Develop teaching materials with the help of our task-based data and tools.
- Make available in-depth fund data, profiles and screening tools to the student community.
Research Organization
- Research funds, strategies, performance and categories with the help of reliable, verified, and timely data.
Investment Association
- Customize fund data and profiles for your members using our fund categories, lists and tables.
- Offer custom dataset, layout, profiles, tools, and alerts to your community.