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.
