Automate the Ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.). Spreadsheets. Websites. Data feeds Uses include: Create and maintain golden source data or compare to an existing source. Bulk-verify document content before publishing (e.g. monthly factsheet runs). Enrich data with customised calculations for use in regulatory or client reports. Automate investment......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager

Relevant Regions

• Asia
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• Middle East
• North America
• Western Europe

Increase acquisition Differentiate apps and services using API-enabled products to solve customer problems. Drive retention Hold customers time and attention by broadening the capabilities of your apps and services. Increase conversion Use the data you hold on customers to shorten onboarding journeys and make finance feel friction-free....

The file covers all corporate actions spanning multiple currencies for the same event. The main benefit of this feed over competitor feeds is that it can be fully automated, allowing the handling of messy cancellations and corporate action changes to happen seamlessly in the background. EDI has recently launched a new......

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• Eastern Europe
• Middle East
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• Oceania
• South America
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The result is a unique “momentum rating” system that can strengthen and complement the investment decision process. Trendrating Feed is a file delivery solution utilizing FTP to deliver ratings data that helps clients enhance their proprietary analytics, financial portals, decision support systems, and more. With access to our consolidated feed, clients will......

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• North America
• Western Europe

Get it right. Every time. Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes. Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff......

relevant regions

• North America

Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily reconciliation process. Every day, it automatically consolidates account-level information from more than 800 custodians and funds for reconciliation, and posts this into your Advent portfolio management and reporting......

relevant regions

• North America

Consume account-level data With account-level data available from almost 800 custodians, brokers, and clearing firms, Advent Custodial Data (ACD) helps thousands of firms streamline, accelerate, and improve accuracy in their daily reconciliation process. With all the data available before you arrive at work, you can complete the process with fewer people in less......

relevant regions

• North America

The reports you create — and the decisions you make — are only as good as the data they are based on. Advent Data Solutions delivers accurate custodial, corporate actions and benchmark data directly into your portfolio management and trading platforms, how and when you need it. Base your decisions on data you......

relevant regions

• North America

Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Advent Market Data (AMD) provides you with a single, cloud-based platform with connectivity to several leading, global market data sources. This allows Advent Portfolio Exchange (APX) to acquire critical data in order to manage your portfolios seamlessly. As a cloud-based solution, AMD delivers these capabilities quickly, helping reduce the overheads associated......

relevant regions

• North America

Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater access to portfolio data sources, including global custodians and counterparties. Save time gaining access to additional instrument coverage and access automated downloads, whenever data is available. Please note, this does not......

relevant regions

• North America
• Western Europe

Many firms need to customize Advent Custodial Data before sending it to their portfolio accounting systems — often a time-consuming and manual process. Now, the solution Advent TransPort is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time. Increase efficiency and streamline operations by applying custom......

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Charge Comparison And Product Research Tool Compare charges for platforms and off-platform products and include research based on platform/product features. Consolidation And Switching Tool Undertake wrapper-to-wrapper switch analysis. Analyse the impact of consolidating assets onto a single platform that are distributed across many different wrapper types and providers/platforms. Drawdown Tool Specify the levels of drawdown......

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• Western Europe

AdvisorHub expands upon traditional trade industry coverage. In addition to investigative journalism and sophisticated commentary on the wealth management industry, we provide recruiting deals and compensation information crucial to advisors’ business and careers. With a team led by a former Advisor, industry CEO and thought leader, AdvisorHub produces content that is......

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• North America

Beyond Open Banking Access the data you need from Open Banking and non-PSD2 sources in a single, easy to use format. Help customers manage their money Get a full, financial overview from a customer's accounts to simplify the complex process of financial management. Increase transparency, reduce risk Get accurate and verified data to reduce risk,......

Knowledge management and staff training can be a time consuming and costly process that is inefficient for the modern, distributed workforce. Using best practices for data utilisation and powerful technology such as Natural Language Processing (NLP) and Neural Networks (NN), we have created a solution that finds your structured and......

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• Africa
• Eastern Europe
• Middle East
• Oceania

Advanced reporting: Single dashboard with insights of your AUM and flows. Market intelligence: Enhance your global strategy with a Deep-Data driven tool. Commercial optimization with distribution optimizer: Optimise your sales strategy by identifying potential buyers and building a powerful action plan analytics, advanced reporting. ...

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Simplify your factor investing process. Alpha Factor Library Alpha Factor Library enables you to build investment screens and candidate lists from a catalog of proven alpha signals. High-quality data, meet investment signals. Stock selection signals Access 500+ stock selection and industry-specific signals*, coupled with our Quantamental Research articles. Comprehensive coverage Access expansive global coverage for both developed......

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• Asia
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• Western Europe

Extend your brain power with Augmented Intelligence for next-level company research. Save time - cut through the noise with smart, agile search that takes you to the right data in seconds. Mitigate risk - never miss another market-moving insight. Catch relevant new developments with our alerts and be among the first to......

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• North America
• Western Europe

All your assets on one platform Alpha enables you to analyse and monitor stocks, funds and bonds as well as providing broad coverage of currencies, commodities and economic data. Your work made easier Alpha's carefully designed screens, customised to your needs, will help you perform your job more efficiently and with less frustration. Fast,......

relevant regions

• Western Europe

We believe that global economic growth is, at its heart, driven by entrepreneurial activity, which needs support, commitment and investment from a vibrant and efficient private equity industry. We support and promote the industry by serving its information needs and by facilitating a worldwide interactive community. A platform for the global......

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• Eastern Europe
• Middle East
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• Oceania
• South America
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Find untapped alpha with unique datasets backed by best-in-class symbology and data concordance. Gain a competitive advantage and find new insight with FactSet alternative company data: one-of-a-kind insight generated by novel data and analysis techniques. With this data, you can reveal interconnecting business relationships, business performance and market indicators, sources of......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Risk premia investing is the most recent milestone in the evolution of investment management. Extensive academic research confirmed that a significant portion of the returns attributed to manager skill could in fact be explained as renumeration for passive assumption of specific market risks.  Sophisticated market players began developing systematic strategies to......

relevant regions

• Western Europe

AlternativeSoft currently works with some of the largest allocators in the world to ensure they get the most out of the software whether that be to conduct in-depth risk analysis and management or to track fund exposure and liquidity. As a software of choice for portfolio construction, AlternativeSoft has been commended......

relevant regions

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• Asia
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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Insights: The data market network Insights is a platform connecting traditional and alternative data providers with data consumers. Amass' founders were pioneers of alternative data, initially building Insights as an internal suite of information and software tools to keep track of a cambrian explosion of new sources of data. Seeing a......

relevant regions

• North America

Let’s have an overview AMI mines a wealth of financial data, in this case, all supply chain information in relation to the entity Huawei, and then compiles and visualises it for analysis. Each entity is represented by a circle or a node. The larger the market cap, the larger the node.......

relevant regions

• Asia

See all your clients in one place and optimise returns – with maturity notification 7 and 1 day prior, it’s simple to switch funds between institutions to maximise interest earned. Investment options Term deposit With over 25 Australian institutions, all covered by the Australian Government Guarantee, choose term deposits of varying maturity lengths......

Analysis Builder provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio. Go beyond pure fund tracking to capture a broader number of data points for all of your private market assets. A Revolution in Flexibility for Private Market Data The challenges for private market......

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A beautiful dashboard fully adaptable to your employees' needs An AI-powered platform to access advanced data in your industry An open architecture to connect with your CRM, ERP, CMS, Database, etc. A marketplace of the best tools and researches on the market A wide range of powerful features to stay ahead of the market Visualization......

Our high-performance API data feeds and trading infrastructure help hedge funds, investment banks, brokers, market makers, financial technology providers, and trading venues perform at their best with quality data delivered the way they want. All from one trusted source. We started as QuantHouse, the market leader in API trading technology. Now......

relevant regions

• Western Europe

Product reference data service APIR's Product Reference Data Service provides access to Australia's most comprehensive database of managed fund and superannuation product reference (static) data. We support a flexible range of delivery options including email and API. Validation service APIR has enhanced the ADS service to include a real time APIR code validation......

Key Data Points Offered Downloads In-App Purchase Revenue Daily Active Users Monthly Active Users Cross-App Usage Total Sessions Total Time Spent In App Advertising SDK Reach App Store Rank Rating & Review Counts / Insights Data Granularity All of our data is provided at daily granularity with a one day lag, meaning that today you get access to yesterday's performance estimates. Data......

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• North America
• Western Europe

Your business guide for more success Managers are assessed on results. They achieve the best results when they have the information and business insights that are relevant to their business in view at all times and are able to derive actions from them. With the Management Information System and the Financial Score......

relevant regions

• Western Europe

Armadillo enhanced due diligence Used by hundreds of organisations across the world, Armadillo's Enhanced Due Diligence services provide detailed background checks on any entity or individual, no matter where they are located in the world. Our vast selection of reliable risk management services and solutions include: Verification services Prospective partners in mergers and acquisitions Background......

relevant regions

• Western Europe

Software solutions: For clients with larger and more frequent requests, Armadillo Tech can create a bespoke and dedicated, fully responsive, Web application for you and your customers, with secure login and document delivery. Depending on your requirements we can either send this directly to you via email or, set up a......

relevant regions

• Western Europe

On average HNW collectors invest 5% or more of their wealth in fine art. ARTBnk eliminates the subjective, lengthy and costly process of determining its true worth. Our state-of-the-art technology delivers a package that features instant objective valuations, risk and liquidity analysis, and more, all of which can be enormously......

relevant regions

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Outsourcing solutions for institutional investors Discover our modular outsourcing solutions for private capital investors Limited partner services Front-, middle- and back-office solutions for Pension funds Insurance companies Fund-of-funds managers Family offices General partner services Middle- and back-office solutions for Fund managers The three main reasons for turning to AssetMetrix Free up resources and focus on your key areas of expertise Rely on our......

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AssetQ puts essential fund information at your finger tips enabling consistent, repeatable fund analysis on every fund. AssetQ gives you all the information needed to form your opinion, record your assessment and maintain an audit record of your due diligence – ease your funds research. What is AssetQ? sigMacity’s AssetQ product has......

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Cover more ground with your company research — and let no risk slip past Surface unknown unknowns - Identify hidden insights in dark, noisy data that everyone else is overlooking Stay aware with zero effort - Get alerted on every material development — without having to search Shift your window to act earlier - Eliminate time-intensive......

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• Western Europe

Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with your automation initiative. Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......

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Key Features Distributor Portal - A modular dashboard for performance monitoring, offering real–time information about capital contributions, fees and retrocession fees, average basket, and top sales rankings. Legal Contracts Online - Digitally sign distribution agreements and amended and restated agreements, reducing manual processes, improving security, and lowering risk costs. News Feed - A news feed to......

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• Western Europe

Round Out Your Research As part of the Tegus family, BamSEC makes comprehensive investment and go-to-market research fast and easy. Download tables in documents, link key financials to your own model, and smart search through thousands of publicly available documents and filings. Instant, Comprehensive Search View all references to your search term across......

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• North America

Today, Barron’s is at the forefront of market commentary, providing readers with investing ideas and insights that can’t be found anywhere else. Plus a unique focus on fast-growing Asian markets through Barron’s Asia. New articles are available daily on Barrons.com and every week in print, with vital intraday updates at......

BattleFin helps firms use alternative data to find insights and make better decisions. Understand competitors, identify and avoid supply chain issues, and understand the customer's full journey by connecting to the most cutting-edge data providers globally. Increase revenue growth Cut costs Improve operations ...

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• North America
• Western Europe

Find the wealthy of the future Use valuations, shareholdings and exits to identify and assess potential clients quickly and easily. We know wealth generation now happens behind closed doors—so we help you identify those doors, and get through them first. Win with data Winning new clients takes work. Our networks feature makes it easy......

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Compare your and competitors' performance against actual marketplace metrics cut across thousands of dimensions, including IRR, MOIC, alpha, TVPI and more, as well as operational KPIs, including revenue CAGR, EBITDA, loan interest and more. CEPRES calls this approach beyond benchmarking — providing deeper insight into true drivers of investment returns —......

relevant regions

• North America
• Western Europe

Who We Are BizEquity was born from the learnings of a multi-billion dollar financial institution and a passionate founding team to help Democratize the most important financial knowledge in the world - your business value. In helping to finance two entrepreneurs outside Buffalo, New York in the United States, it became apparent to our......

Bloomberg Intelligence is Bloomberg’s research arm on the Bloomberg Terminal. Bloomberg Intelligence delivers an independent perspective providing in-depth analysis and data sets on industries and companies, as well as the government, credit, litigation and economic factors that can impact decision-making. loomberg Intelligence (BI) analysis covers the macro picture down to the......

Informed by Bloomberg’s real-world experience working hand-in-hand with industry experts, Reference Data has the power to improve accuracy, consistency and flexibility at enterprise scale—and deliver the right data for any circumstance. With Bloomberg Reference Data, you can expect data with unparalleled quality, consistency and integrity, delivered quickly across the enterprise....

Who we are Blue Fire AI is a pioneering capital markets intelligence firm: a unique combination of capital markets experts, leading mathematicians and pioneering technologists. Synthesizing the latest state of truth around companies, Blue Fire AI proprietary asset intelligence is used by large global institutions for asset selection, asset monitoring and portfolio......

relevant regions

• Asia
• North America
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Find tomorrow’s leaders today. Access detailed profiles of more than 1.6 million executives across 2.1 million organizations, which gives you insight into key decision-makers and industry-leading trends. Database built by humans 400 global researchers update, expand and maintain our database daily. Our quality assurance process is second to none, and our research......

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• North America
• Western Europe

Our database of 30,000+ detailed executive profiles has become a go-to resource for enterprise sales and marketing teams, with information on everything from personal interests to business priorities. Elevate the impact of your pitch today. Database built by humans People are the key to our success. Our research team includes former business......

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• North America
• Western Europe

Data fields include local code or ticker symbol, ISIN, currency, price date, open, high, low, close, bid, ask and trading volume, and the Mid Price. Since large volumes of closing price data are produced around the clock, EDI processes and provides each market’s closing price file as soon as it becomes......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

In addition to this, we have an extensive database of bond loan agreements on active and matured bonds. Our collection of data is multi-sourced and go through a rigorous scrubbing, cleaning and validation process before it is normalized and distributed on to our clients. By using the most recent technology......

relevant regions

• Western Europe

When you combine TRACE’s executed prices with the unique data from the MarketAxess platform you get an enhanced source of insights that can empower your decisions.  To provide you with the most thorough view of the market, we aggregate all investment grade and high yield bonds disseminated by FINRA—approximately 70,000 issues—with actual......

relevant regions

• North America

BondWave is a trusted partner to some of the biggest names in the financial industry. We’ve made it our business to reimagine fixed income — with innovations in monitoring, trade opportunity mining, proposal generation, analytics & reporting, best execution, transaction cost analysis (TCA), compliance tools, and market transparency. We are an extension......

relevant regions

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16 fields taken from the Last Trade data set are: Exchange Code, Market Close Date, Last Trade Date, Closing Price, Price Currency, Open, High, Low, Mid, Ask, Bid, Bid Size, Ask Size, Traded Volume, Volume Flag, Settlement Data. 11 fixed income derived data: Yield Yield to Maturity Yield to Call Yield to Put Yield to Worst Accrued Interest Macaulay......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The Bloomberg Market Data Feed (B-PIPE) enables global connectivity to consolidated, normalized market data in real time. Built for the front office and designed for simplicity of use, B-PIPE provides complete coverage of all the same asset classes as the Bloomberg Terminal. The resulting real-time data, along with streaming delayed......

BQ Select improves fund manager evaluation and selection by identifying latent behavioral risks and predicting potential for outperformance. It enhances investment outcomes using behavioral science and machine learning. Our platform evaluates individual and team decision-making through interactive surveys. Users receive immediate analytics, behavioral predictions, and specific recommendations to boost returns......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Investors in fixed income and derivatives face a complex set of challenges. Due to changes in marketplace dynamics and regulatory mandates, robust pricing solutions are critical for investors in fixed income and derivatives. From buy-side and sell-side trading desks to compliance, pricing and accounting teams, the need is more acute than......

All-In-One Platform Tegus offers a single platform to access, search and surface a breadth and depth of insights you won’t find anywhere else. Together with Canalyst, our platform will deliver fundamental data and insights including expert call interviews, financial models and benchmarking, as well as public financials and event transcripts—all integrated......

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• North America

Surpass expectations. High net worth individuals have high expectations, and their needs not only change over time, they vary greatly. You need an enterprise-grade platform that helps you organize and maintain an abundance of information, from a variety of sources. One source of truth Whether you track your firm’s critical knowledge in a......

relevant regions

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Secret One - Automated Business Insights Reports Deliver business valuations with deeper insights to convert one-off valuations into long-term client engagements with ease. Fast-track the delivery of a beautiful, industry-leading valuation and assessment report, including scorecards to allow “apples for apples” comparison for every industry sector. Secret Two - The Power of Value Potential Showing......

relevant regions

• North America

CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future. Our machine learning technology mines vast numbers of unstructured documents such as patents, earnings......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Cerulli Lodestar is a unique offering of dynamic charts and visual displays that quickly allows users to answer important questions by interacting with custom filters. It provides unparalleled access to data that goes far beyond what's available in Cerulli publications. It’s the same tool that our analysts use to create......

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• Asia
• North America
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Why is it so difficult to make informed, passionate donations based on knowledge - rather than being swayed by a well-planned fundraiser, a glossy website or a shiny marketing brochure? Our reports provide you with meaningful insights about charities in an easily-digestible format. Based on the Charizone Framework, we offer a......

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Save time Highlight and right-click on an entity, instantly scan a news article or search within the extension to uncover hard-to-find information (like a company‘s valuation or an executive‘s contact info) without leaving your current window or tab. Streamline your workflow Get all the information you need in one place. Your search history......

relevant regions

• Asia
• North America
• Oceania
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The Crypto Markets are growing at considerable speed and institutions, including wealth & asset managers, fintech companies and family offices, are now facing growing demand from their clients to incorporate crypto solutions to their offering. Institutions therefore require standardised, analysable and actionable data, as well as indicators, and trading &......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Citywire Americas was the first official title designed to cater for the ever-shifting US Offshore and Latin American fund communities. ‘The offshore market has been in constant flux since the launch of our business in October 2013,’ says Marissa Lewis, head of Citywire Americas. Lewis says Citywire Americas has remained at......

Launched in 2012, Citywire Asia features in-depth interviews with industry leaders, bringing private wealth professionals up-to-date analysis of the news that matters. ‘Citywire Asia was our first entry into the world’s fastest-growing region, and highlights the nature of fund selection and distribution as a global industry,’ says James Erskine, Citywire’s......

Launched in 2013, Citywire Deutschland produced the company’s first foreign language publication. Since then, the business, headed by Stefan Sealey, has not looked back. Stefan and his team of journalists, researchers and analysts focus on servicing the wholesale investor community in German-speaking Europe through community-led magazines, websites and events. ‘We all feel......

We track more than 15,000 active managers in 41 countries across the world. Here are three great things about our Fund Manager Ratings: We track the manager not the fund, looking at how they’ve performed across all the funds they’ve run, wherever they’ve run them over the past three years. We stick to the......

‘Citywire’s focus on the individual is a key component of our Italian operations, with our website and magazine reaching out to financial advisers as well as private bankers,’ says Beatrice Mancini, head of audience development for Italy. Mancini says Citywire Italia’s scrutiny of the evolving advice laws has provided an invaluable insight......

Citywire Selector is firmly established as the leading channel for professional fund investors around the world – online, in print and at our major events. Together, our website and monthly magazine provide the news and analysis that fund selectors need to do their jobs, from breaking news to in-depth interviews with......

Citywire USA made its debut in late 2016 to serve the increasingly important professional buyer audience in the domestic US market online, in print and through events. ‘The professional buyer community works in institutions ranging from wirehouses to private banks and outsourced investment firms in an $11 trillion market,’ says Marissa......

Leverage ClariFI’s full set of functionality. Streamline your workflow Integrate screening, backtesting, portfolio construction and optimization, and more into a cohesive workflow process. Visual query language Eliminate the need to learn a programming language without sacrificing model or strategy complexity. Data management Quickly and reliably integrate, construct, and organize complex data sets in a visual fashion—without......

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• Asia
• North America
• Western Europe

Clarity AI’s value proposition is composed of 3 main pillars: Data: The largest and most reliable database of environmental and social impact data (~30k companies, 198 countries, 187 local governments, 200k+ funds), by combining both structured and unstructured data, applying reliability algorithms and complementing them with estimated data. Ratings: Societal / environmental impact and......

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Investment universe ranked to highlight key opportunities Transparent, back-tested investment frameworks empower objective analysis, processing conflicting information to “one view” Directly linking screening to portfolio analysis enables audit trails and process upgrades ClearENGINE™ insight is curated and delivered across a suite of integrated research publications, investment time horizon -specifc, combining our quant-driven analysis......

ClearMacro’s Long-Term Return Outlook provides a robust quantitative framework and systematic anchor to underpin a global integrated multi-asset asset allocation strategy. Factor-driven, forward-looking granular analysis of long-term return prospects for all major asset classes, countries, sectors, and investment styles globally identifies optimal long-term portfolio allocations set to deliver the highest possible real risk-adjusted returns over a......

By harnessing the power of data and our proprietary screening and predictive modelling capabilities, ClearSTRATEGIC identifies optimal strategic tilts efficient over a 6-12+ month investment horizon, and aims to enhance the risk-adjusted return characteristics of a core portfolio or becnhmark through a transparent abd accountable framework. Anchoring off ClearHORIZON™’s factor-driven long-term risk-adjusted return projections, value is the starting point......

Our monthly publication, which include a comprehensive round-up of latest performance statistics, provides clients with rules-based, rigorously tested investment strategies, systematic portfolios and investment signals. These systematic inputs to your decision-making empower you to easily identify opportunities and risks, leading to high quality returns, and reducing dependence on costly in-house quant......

Leveraging off ClearSIGNALS, our extensive database of predictive asset allocation signals, ClearMacro’s strategist team provides a qualitative overlay, screening the signals to identify the best opportunities to boost risk-adjusted returns. ClearMacro’s Multi-Asset Tactical Trade Ideas Service delivers executable trade ideas to boost risk-adjusted returns of core long-term portfolio. Comprehensive trade notes explain all aspects of the......

Climate risk is business risk Our changing climate threatens every physical asset and natural resource our world depends on, costing us billions today and affecting every enterprise around the world – a figure projected to cost trillions in the near future. Humans have made billions of uninformed climate decisions over the last century.......

Secure and fully automated solution for collecting bank data, which is presented in an aggregated and structured manner on a well-known technical platform (XML) and can be used by different platform systems. Our aim is to provide the data with high quality, securely and reliably. We serve over 200 end clients......

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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

CMBI features single- and multi-asset indexes for benchmarking or financial product creation Index determination driven solely by Coin Metrics' industry recognized high quality data Our calc agent services power some of the most recognized investment products in the industry CM Indexes / Calculation Agent Services CM Indexes provide a comprehensive suite of single-asset and......

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• North America

Market Data Feed covers 25+ of the world’s leading exchanges and all assets and pairs Fully normalized through a single API with low-latency Real-time and historical data Reference Rates provide USD prices for 200+ assets and adhere to IOSCO Principles for Financial Benchmarks CM Market Data Feed CM Market Data Feed provides direct exchange connectivity......

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Features two feeds: Daily Macro (End of Day) and Block-by-Block (Real-Time) 250+ metrics and 60+ assets Includes on-chain exchange flows, wealth bands, realized cap, coin age metrics, transaction breakdowns and more Leverage data through our Data Visualization Platform or Excel Add-In CM Network Data Pro The ultimate on-chain dataset for analyzing cryptoassets. Track macro trends,......

relevant regions

• North America

One such data service is company data, where we help provide company information such as: LEI-codes Issuer registration number Business type Region / domicile Sector / sector codes Industry class / industry class codes Contact information Etc. ...

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• Western Europe

All company information provided by Kyckr is sourced directly from corporate registries, enriched and standardised in real-time at the point of request. Unlike third-party, static data providers, the data we provide is always the most current and legally authoritative view of a company. The information is time and date stamped......

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• Western Europe

For organisations looking to move from periodic KYC checks to an event-driven approach, Company Watch automates the detection of material changes to company data without the need for extensive manual intervention. Our service takes the pain out of perpetual KYC by reducing cost and effort and acts as a critical......

relevant regions

• Western Europe

CORE provides incisive analysis and forecasting on geopolitical and security issues, a series of country risk ratings and an extensive database of incidents. Coupled with visualisation and analytics tools, these help you make informed business decisions and plan operations inconfidence. Daily global coverage Gain insight into the implications of key events and emerging......

relevant regions

• Africa
• Asia
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• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. When you need to uncover hidden opportunities and risks wherever they may be, FactSet offers the expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's......

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• Asia
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• North America
• Oceania
• Western Europe

Reach out at the right time Say goodbye to a static list of leads. Take your existing CRM to the next level with actionable, in-depth data on private market transactions that shows you who to contact—when. Make conversations count Inform and personalize interactions with clients by accessing the latest news and key details on companies,......

relevant regions

• Asia
• North America
• Oceania
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Our API-based approach allows for creation and distribution of custom client indices at scale.   Indices can be accessed on demand, or delivered on regular schedules, or fully integrated with a direct indexing application for onward distribution and tracking....

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

What is the financial significance of this metric? The Cyberhedge Cyber Governance Indices are the first-ever market-based proof that companies with good cyber governance outperform their peers. This groundbreaking Indices are derived from Cyberhedge’s proprietary ranking of corporate cyber governance. When you want an objective measure of cyber risk in $ or €, trust our real-world financial modeling experience......

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Why does your due diligence or research team need Dasseti Collect? Get the information you need, fast Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Never miss another warning sign again Set your own pre-defined flags and alerts to track risks within funds or managers. Do due diligence your way Dasseti Collect......

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• Asia
• North America
• Western Europe

Data Direct feed by asset class Analytics Issuer-centric analytics Indexes Design for your strategy...

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ESG data solutions Making sustainability data more accessible. Our ESG Data Solutions enable company and portfolio-level analysis with ESG data for more than 25,000 companies. Fund Scores A suite of transparency tools to assess the sustainability performance of funds globally. ESG Book offers scores for over 35,000 ETFs and mutual funds, covering over 160,000......

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Quick and efficient distribution of your fund data We enable fund companies to deliver fund data in a single batch to FE fundinfo. Our cloud-based datafeed platform then ensures your distribution partners always receive your latest quality-controlled fund information, such as daily fund prices, static data, fees and charges, MiFID II......

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Fund data how you want it Simple web-based dashboards allow you to customise your feed. Whether it’s for regular reports, building your own web tools or for use in pre-designed charts. Our range of cost-effective fund data feed services are fully scalable and configurable. Extensive coverage Our extensive database of funds and the......

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Eurekahedge Daily Indices Datafeeds contain the whole suite of Eurekahedge Indices and are generated on a daily basis. Special request datafeeds are available to subscribers and may contain specific datasets which may cover fund details, NAV, AUM, instruments traded, 13F, travel plans and more. These custom datafeeds can be generated according......

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Combined with commitment to fast, flexible client service, the quality of the information provided makes Fundata the vendor of choice for your market data and analytical requirements. At the center of Fundata’s Data Feed products are three core objectives: Comprehensive coverage Fundata’s investment fund database continues to grow daily. Fundata’s focus on providing......

225 million macroeconomic, financial and sector times series from over 2,500 sources and 200 countries Rapidly growing set of point-in-time data with 15 million feedable series and counting True-to-source raw data with links back to the original source Flexible data frames that follow industry-standard open specifications for data delivery We deliver data to you......

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QUODD’s UltraCache data feed technology QUODD’s UltraCache Data Feed technology aggregates, manages and streams high-quality, low-latency market data from all the major North American Exchanges. With QUODD’s UltraCache Data Feed technology, clients have access to the fastest, most reliable financial market data for use in their own proprietary applications and third-party software. A......

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• North America

Archive your deal in the cloud and on a USB delivered to your door within 24 hours, with a full audit trail of your disclosed data and all relevant reports. With Virtual Vaults Data Room you can run due diligence, share data, explore insights and manage Q&A....

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Over 100 countries, 20,000 series and our own forecasts. Quickly access the latest data within minutes of release. Export raw data and charts, or maintain a personal chart library ...

Gain peace of mind with accurate & secure data Jumpstart your data with free historical conversions Receive up to 50 hours of free historical conversions so you can trade, bill, and report trustingly on performance and transactional data. Start your day confidently with data reconciled domestically Rest assured that your data is reconciled here in......

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• North America

With our highly reliable automated data delivery solutions, you will be able to create your own custom dashboards, databases, reports and other outputs using either data feeds or our Application Programing Interface (API) service. API Sustainalytics’ API is built using the latest technology and market standards. To improve ease of use, we’ve......

Rainmaker provides unique solutions in data transferal, cleansing, enrichment and inter-connectivity between business systems and technology platforms. Access Rainmaker's institutional, wholesale and superannuation datasets to enhance your own market and competitive analysis. Current All data is kept up tp date by our specialist data team Customised With a large variety of information, data feeds......

Our prioritary database encompasses +150,000 share classes and +800 life insurance products and accumulation products. Funds Powered by + 1,500 distinct sources, our proprietary database is for back, middle and front offices' uses. It covers several financial supports: funds, ETFs, life insurance products, REITs, private equity funds, structured products, etc. ESG dimension Since 2019, we......

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The problem - Inaccessible data We live in a big data world, but many organizations are unable to realize the value of the datasets they possess owing to the difficulties in buying and selling data. Datasets can be hard to monetize Data becomes siloed and unavailable Current datasets come in different formats Once sold, firms......

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DCI Data Analyst has been specifically created to address this problem by identifying and reporting issues as they occur, thus giving the opportunity to correct critical data before it has material impact. DCI Data Analyst is consinually working in the background constantly reviewing new and changing data sets. The system includes: Comprehensive rule......

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Jointly built by Bain & Company and CEPRES, DealEdge is a powerful, intuitive digital advisory product that gives private equity investors unprecedented insight into which deals have the most potential and where hidden opportunities exist to create value. Manage your deal pipeline Triage your deal pipeline and focus your efforts on the......

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Every corporate action event gets evaluated and applicable events get described and merged into a dataset containing detailed issuer, security and event information including twelve months trailing default rates and recovery rates. The database is accessible via Stamdata.com and through our Stamdata data feed, easily configured for your financial system. The......

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The problem - Unsatisfactory liquidity mining programs Liquidity mining is a focal point of DeFi, but each new project builds their own programs, taking away team resources and introducing potential security issues, while leaving users with multiple positions and no easy way to manage them. No easy white label liquidity mining program available Building......

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• Western Europe

The DerivActions service is directly linked to EDI's Worldwide Corporate Actions service and covers all corporate action event types. Clients can subscribe to the entire universe or customize the feed at an exchange level, root codes or specific underlying trading lines. For example, clients can choose to receive details for......

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Data elements include: High, Low, Open, Close, Bid, Ask, Open Interest, Number of trades and Volume traded. Customization Access bespoke service to meet your data requirements with a range of customization options, including delivery-based solutions to complement existing client infrastructure, content provided at the geographical or portfolio holding level, feeds containing particular formats,......

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Security Description, ISIN /SEDOL™*/Ticker, Primary Exchange. The file currently covers more than 30 fields, including: Root Code Ticker ISIN Aii Security Description MIC Code Contract Size Exercise Style Expiry Date Strike Price Exercise ...

We offer three options for our data and analytics All solutions give you access to our entire database of macroeconomic and financial time-series data. Choose the one that best suits your needs and those of your teams. Core Macrobond Core combines data with built-in analytics that enable you to quickly analyse the information,......

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Differentiate your business by delivering personalized, high-touch client experiences. Our digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities. ...

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Data feed: Integrate private market insights that count Pre-define which datasets you want in your system and automatically update them. Select from a broad, deep à la carte menu of available universes including companies, deals, investors, funds, people and limited partners. API: Flexibly call down data on demand Programatically call down the exact......

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Clients can use the portfolio checker to determine documents that are available for their universe quickly and also submit an individual document request, and our research team will endeavour to source. Access to a database containing: Offering circulars Bond prospectuses Pricing supplements Term sheets Historical documents and new issues are continually added....

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• Eastern Europe
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An experienced editor is assigned to understand your needs and curate the content that is relevant to your industry, company and audience. Content from licensed and trusted sources is then delivered directly to your preferred destination, ready for sharing on your website and social channels. This selection of content is......

Dow Jones is known for a network of top journalists around the world, publishing thousands of daily news items for every market, region and asset class, at a level of quality not found anywhere else. DJX combines this original content with thousands of hand-selected, licensed publications, trusted datasets and research......

Power your decision making with Factiva’s global news database of nearly 33,000 premium sources, including licensed publications, influential websites, blogs, images and videos. 74% of Factiva’s premium news sources are not available on the free web and thousands more are available via Factiva on or before the date of publication by......

Access the premium content you need (and none of the noise) with Dow Jones NewsPlus, a news-streaming dashboard designed for easy navigation and quick updates. Customizable modules allow you to isolate content specific to asset class, region, corporate news, market-driving events and other filters including saveable search. Enjoy digital subscription......

Dow Jones Newswires delivers comprehensive global business insights, rolling market commentary and expert analysis—a direct line to the newsroom that powers the world’s most heralded business publications, including the The Wall Street Journal and Barron’s.   In an era of commoditized news, choose to inform your global trading and investing decisions......

Experience key VentureSource features: in-depth company profiles, customizable search, and premium data and insights including post-money valuations, angel investor data and relevant real-time news — all supported by our dedicated customer service and global research teams. VentureSource offerings. VentureSource and Custom Feeds....

Tap the most comprehensive and accurate private equity fund performance data to deep dive into GP track records and operational KPIs of your potential investments to understand what drives performance and hidden risks. Securely share your private market data Leverage fully encrypted and confidential data rooms that unite GPs and LPs. Access......

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Discover climate intelligence EarthScan’s Climate Intelligence gives you asset-level analysis and the insight you need to make better decisions today for a more resilient tomorrow. Giving you on-demand analysis of the risks posed by a changing climate, EarthScan allows you to understand climate risks underpinning the assets you value most. Going back 50 years......

What is Earth Science AI? Earth Science AI is the pioneering technology that powers Cervest’s Climate Intelligence platform, EarthScan. We have fused artificial intelligence and machine learning with methodologies from statistical science and relevant physical science domains and modern scalable computing practices. This enables us, for the first time, to process, model......

EBICS protocol & security Internationally accepted security standard. Standardized key activation process. Authentication through private cryptographic keys. Allows encrypted data transfer. Multibank connection Centralized solution to connect multiple banks. Connection to major and swiss regional banks are available. Simple activation of new bank connections. Data routing configuration feature for each bank. Automatic download mode Fully automated daily data processing. Daily automatic download......

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• Western Europe

This new service currently covers 32,500 recurring macro-economic indicators from 132 countries (as of December 16, 2019) such as GDP data, unemployment releases, PMI numbers etc. with historical data EIS gathers the major economic events from a variety of regions and countries around the globe and provides an Economic Events......

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EDI provides a daily file by market, as well as a daily notification of upcoming changes as published by the exchange. The notification file contains the MIC, the effective date, and the text of the notification....

eFIRDS helps you secure you have an updated central database with the latest static data from ESMA, FCA and GLEIF. The scrubbed and mapped data will help you check, verify and complete your regulatory compliance reporting on a daily basis. By using the eFIRDS API customers can retreive vast amounts of......

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• Oceania
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Enchilada, the customizable web-based application, rolls up all the corporate events for 8,000 global equities in one convenient location. In addition, with the XML based Enchilada API, Wall Street Horizon clients have an efficient way to build applications around our 40+ data types, allowing extensive retrieval and manipulation of event data by stock......

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• North America

Equipped with features to boost engagement Unlimited Engagements Timeline Log Voting Integration  Automated SDG Mapping Comprehensive Reporting Delivering Digital Transformation for Stewardship Effortlessly handle engagement data with your stewardship team through an intuitive interface. Get access to real-time dashboards for dynamic reports and streamline collaboration via automation and integrations. Driving impact with forward-thinking asset managers 15,000+ Portfolio Entities added......

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Integrate ESG analysis into your investment strategy Save Time - Easily tap into ESG metrics of 36,000+ companies and 210,000+ funds Discover - Instantly identify the top performers and laggards in your portfolios Course Correct - Benchmark each company’s data against industry peers Improve - Identify new investment opportunities that match your ESG investment strategy ...

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We serve asset owners, discretionary fund managers, multi-managers and financial advisers through daily newsletters, a bi-monthly digital magazine and our website which houses articles, videos and our podcast series, ESG Out Loud. Through these digital platforms we keep our audience up-to-date on the latest industry trends, developments and data. We geographically target......

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Fighting climate change is one of the most important goals on the global political agenda, with social and governance factors also being hot topics. This has instigated a global shift in the financial sector towards sustainable investment strategies, and the choice for future-oriented investors is expected to keep on growing.......

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Nasdaq's ESG Data Hub connects pioneering ESG data providers with the global investment community, providing ESG intelligence on otherwise unseen segments of global markets.  We are committed to operating sustainable markets and providing transparency behind the ESG practices of all key stakeholders across the financial ecosystem. ESG practices can be as......

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These criteria can be the values of the owners on the one hand, and global guidelines such as the ten principles of the UN Global Compact on the other. Within the various sustainable investment approaches, exclusion strategies continue to be the most frequently used. Screening provides the information necessary to......

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• Western Europe

In addition to conventional analysis of CSR and annual reports, our methodology takes into account the impact of production and products on the environment and society. This means that the ESG Impact Rating measures the positive and negative impact of companies on the environment and society. The research universe currently comprises......

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• Western Europe

A global standard for sustainable investing The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies......

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At Inrate, investors choose from a wide range of sustainable investment universes - from traditional best-in-class universes to specific theme universes, such as climate change, mobility and water. The universes can be used by portfolio managers as a direct default. Based on this, portfolios can be created. The criteria that apply......

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• Western Europe

One platform. Myriad ESG solutions Built in right into the Manaos platform, our Open ESG marketplace empowers investors and asset managers to sift through, test and subscribe to suitable ESG datasets and services. Empower your portfolio at the touch of a button. As simple as plug & test & play Upload the portfolios you wish to......

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• Western Europe

The assessment is carried out based on both equal and capital weightings and is always presented in relation to a comparative index. The analysis focuses on the overall sustainability of the companies in the portfolio, controversial products and critical behaviours. An attribution analysis is also included. This provides information on......

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• Western Europe

Hundreds of the world’s leading investors use our research for various applications, including corporate engagement, enhanced risk analysis, due diligence, exclusionary screens, best-in-class analysis and portfolio management. Investors can access our research directly via Global Access, our interactive investor portal, which includes all major global indices with coverage of over......

Our international team of journalists cover all the new issues, highlight the people moves, and track the industry’s rapid growth. We’re also dedicated to educating the investor and advisor – our events, guides, features, analysis and data help explain the ETF industry to a wider audience....

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• Oceania
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Analyse your investments in light of the EU Taxonomy Save Time - Automate calculations of amounts and percentages aligned with the taxonomy framework Analyse & Discover - Identify the activities within your portfolio contributing towards a greener economy Visualize - Watch in graphics how the economic activities are aligned with the Taxonomy Comply - Complete your portfolios' taxonomy report......

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• Western Europe

Data and content on the latest important company events and actions. Stay up-to-date on corporate actions, uncover indicators of a company's future financial performance, and find potential merger and acquisition targets and buyers with FactSet event-driven data. Monitor and analyze corporate activism, find key information in conference call transcripts, determine the......

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• Asia
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Filter by country, select which events you want to see or hide. Event types include Economic Indicators, IPO, Earnings Release, Corporate Actions and more. Day, Week or Month View Choose to see only one day, week or by month. Mouse over each event to see details....

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• Asia

You know how you perform against the benchmark, but you’re competing against other active managers – not an index. eVestment Analytics equips you to compare your strategy to those of competitors on multiple dimensions, from performance to portfolio characteristics, PM bios to active share, efficiency to firm ownership....

Understand momentum. Every quarter, trillions flow across strategies and regions. Tracking this movement helps you understand where momentum is building and where it’s waning. See the larger context. More context means a higher-resolution map of the global marketplace – whether it’s seeing which managers are attracting new assets or identifying trending regions and......

With 23,000+ long-only and alternative funds listed, 8,000+ corporate and public investors covered, 550 highly granular universes for precision searching and the only suite of OCIO indices, the breadth and depth of institutional coverage in the eVestment database is unmatched....

Investors and consultants are looking to have deeper discussions with asset managers when it comes to determining performance drivers.  Analyzing return components is key to better understanding the impact of investment choices. Holdings Analysis helps you perform attribution analysis by providing context into how asset managers are actively allocating capital......

It’s all about context – the more you have, the smarter your distribution game-plan will be. Market Lens gives managers line of sight into the broader context of the institutional marketplace with intelligence on: What investors are thinking  (from allocation targets to fee discounts) What competitors are selling  (how they’re pitching their products) What consultants are saying  (from......

Portfolio construction is as much art as it is science, so Expert Investor delivers a weekly, regionally targeted bulletin to ensure fund buyers and asset allocators are up-to-date with the latest views on asset classes, economic developments, M&A deals, fund launches and expert views. In addition to our editorial website......

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• Western Europe

The increasing number and variety of fund platforms and the complexity of distribution partnerships is becoming an everyday part of the investment management landscape. Ensure accurate fund information is always delivered to your distribution partners on time and without fuss by utilising our Factbook Feeds™ solution. Relationships and reputations can be......

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• Western Europe

Productions can be automatically scheduled in advance or on an ad-hoc basis. It easily allows for re-runs for material changes. Integrated dissemination tools automatically dispatch single, grouped or multiple KIIDs to several locations simultaneously, further reducing your time to market. Factbook’s integrated workflow and custom alerts keep you abreast and......

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• Western Europe

From researching ideas to analyzing and reporting results, FactSet powers the wealth management workflow with analytical strength and a consolidated platform. Our solution combines portfolio holdings, real-time information, and high-quality content, as well as robust analytics and presentation tools, all in one place. Take advantage of FactSet's automated portfolio holdings import from......

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Highworth’s global single family offices ex-USA Detailed profiles during a subscription year of 1,100 single family offices in 51 countries outside the USA Highworth’s single family offices in EMEA Detailed profiles during a subscription year of 800 single family offices in Europe, Middle East & Africa What types of single family offices do we......

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Wealth of data at your fingertips The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Microsoft Excel add-in. Market leading analytical functionality FinXL can......

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Analyse the UK’s main investment vehicles FE Trustnet facilitates the analysis of unit trusts, OEICs, investment trusts, equities, offshore funds, ETFs, passive funds, structured products and life and pension funds. More insight at your fingertips You can access information about FE fundinfo’s comprehensive, independent ratings through the Trustnet site....

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We provide any type of product you need Just choose the ones you want and start to work with them Stock data - US and global market data Cryptocurrencies - 1,700+ cryptocurrency symbols ETF - Global exchange traded fund and mutual fund data Widgets - Tickers, converters, charts and more Forex - Large Forex data coverage Indices - Global index......

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...

Securities factsheets  In depth fund database  Fast and secure API delivery ...

The biggest challenge for a financial website owner is to keep visitors engage, reduce bounce rate and give a strong reason to visit your website again. Financial Tickers are soul of any financial website, these tickers keep your client engage and provide useful utilities to visit website again and share......

We have a unique collection of startup data, market data and use cases on the fintech ecosystem, which we use to deliver insights through a wide variety of offerings Monthly research updates You can subscribe to Burnmark’s monthly research reports, that provide you with updates on everything from market size changes to......

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Family office data & insights Detailed insight on each family office - including background, contact information, origin of wealth, investment interest, AUM and more.  Asset raising tools Leverage our custom suite of asset raising tools, each designed to optimize your prospecting efforts. Your custom filters, tasks, notes, and custom lists keep you organized for......

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Research Screen through more than 50,000 stocks, industries and sectors and identify new investment opportunities and risks. Portfolio Monitoring Discover trending events and monitor activity in your portfolio by spotting outliers. Validate House View Monitor how institutional investors shift asset allocation to sectors, regions or market cap groups....

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The service covers 168 currencies, including Euro legacy ones. You can customise the file to only include your selected currencies, your preferred base rate USD, GBP, or EUR, or add extra fields like the reverse rate. Automated delivery Choose to take an end-of-day file, two files a day at 6 am......

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Built under Rule 15c3-1 covering all securities in countries eligible for the FTSE World Index, which satisfy the requirements of Rule 15c3-1, namely those stocks with a market capitalization of $500 million and a volume of 100,000....

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Design Strategies Sentiment and attention data can be used to design alpha-generating systematic strategies for intermediate frequency and long term investing. Generate Alpha Backtests show significant outperformance against major equity benchmarks such as the S&P 500, Stoxx Europe 600 or SPI. Extensive Data Set Our data set covers 50,000+ global assets with a high degree......

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Ad hoc Surveillance Access traditional and alternative news and monitor all your listed stocks at a glance. Early Detection Detect unusual stock-specific sentiment and attention changes and make use of our extensive taxonomy of 9,000 events to identify early risk indicators. Peer Group Analysis Identify outliers within the same industry or sector with our powerful......

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Each year, a significant number of claims go unfiled, leaving money on the table for investors. Are your clients’ assets protected? Over the last several years, there has been a massive rise in securities class action suits being filed with no signs of it slowing down. At the same time, regulatory......

Financial statements and business summaries are available for your customers to analyze the health of a company. Get the Professional View Consensus estimates of stock earnings and target price give insights on how the professionals are viewing a stock. Data Visualization View visually as charts and graphs for when you want to just scan......

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• Asia

A powerful array of essential research and analytical functions updated daily to help you organize, analyze, and track Canadian investment funds, ETFs, and equities. A professional tool to help keep you informed and current on your clients’ investments. FundProfiler provides you with access to more high-quality relevant data than ever before. With your clients in mind,......

The SELECTAPENSION Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time. This essential tool illustrates which available funds meet your individual specified criteria, choosing from: Fund Performance Morningstar and OBSR Analyst Rating Fund Risk Rating Fund Size and Charge Fund Due Diligence Portfolio Management Fund Attributes including: Fund of Funds......

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CEPRES Fund Screener provides LPs with pipeline management and fast, powerful analysis on GP track records. Manage your forward calendar and planned commitments, request track record data for analysis and collaborate with colleagues to streamline your underwriting process allowing you to focus on the funds that matter most to you. Look......

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Fund Selector Asia reports on a wide range of issues essential to our audience in Greater China and Southeast Asia. A daily newsletter and an editorial website provide analysis of product launches, industry trends, strategy views, fund flows, ESG developments, people and business moves, and regulatory changes. Key features include......

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• Asia

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Foresight factors Our returns-based factor model designed by Foresight to perform manager selection and appraisal allows us to decompose risk and return of those funds with more than 3 years of history. What we can offer through Fund Station: Cloud based portfolio analytics platform where outputs can be tailored by Foresight Easy to use interface......

The geopolitical risk series resorts to weighted metrics to evaluate, score and rank countries according to political, economic and financial risks. The composite score is derived from benchmarking against ICRG’s 32 risk types for each country. The ICRG methodology integrates political and financial risk variables such as real GDP growth, inflation,......

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• Eastern Europe
• Middle East
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• Western Europe

Aggregated from all major financial markets, our corporate actions data is structured to maximize the automation of operations. This enables firms to handle the growing volume and complexity of corporate actions. SIX processed over 8.4 million corporate action events processed in 2019. Our data enters the SIX quality control lifecycle from......

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International trade is continuously growing and gaining awareness of the creditworthiness and capacity of foreign companies you enter into a business relationship with is very important. To minimise your risk when extending credit, it’s essential to have a quick and easy way to understand the current financial health of all......

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• Western Europe

There are eight proprietary databases covering four major regions, members of Eurostat and advanced economies. Data is organized by country and then by broad category, except for the Eurostat database, where comparable data across countries is grouped under categories (from broad to narrow). The proprietary databases are complimented by Multilateral......

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Clients subscribe to our End of Day Pricing Data offering to: Access closing pricing data gathered from 170 exchanges worldwide including all emerging and frontier markets Easily identify stocks through static data elements taken from the Security Reference File Our end of day prices are available for: Equities Listed bonds Listed indices Exchange Traded Derivatives Exchange......

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ll our data can be distributed via client bespoke APIs, with output configured to meet the your specific internal structure. At the heart of our solutions is technology built around the Amazon Web Service (AWS) stack ensuring high levels of performance and reliability. Optimised for the sell side Delivered, pre-validated on the......

Optimised for the sell side Delivered, pre-validated on the most timely basis and ready for the start of trading in each region Required market identifiers, forward looking corporate action and dividend information Aggregated in one place with currency and available return type Provided for market open and includes all official index changes, T+, intra-day......

Generally, these principles require that investors avoid interest (riba) and investments in businesses that provide goods or services going against the spirit of Islam. Islamic funds constitute a fast growing sector of the wider Islamic finance industry that is expected to grow past the US$2 trillion mark by the end......

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• Eastern Europe
• Middle East
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• Western Europe

The Global Market Holidays and Timings service is divided in 5 products and provides accurate information on holiday observances affecting financial institutions such as Exchanges Trading Venues, Banks, Settlements and Currency Traders. Using the detailed settlement and institution notes, firms can automatically calculate the next trading day after any institutional holiday. Subscribers......

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• Eastern Europe
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Our comprehensive hedge fund databases covering various strategies; arbitrage, CTA/managed futures, event driven, fixed income, long/short equity, macro, multi-strategy and relative value, are used by investors such as sovereign wealth funds, endowments and trusts, insurance companies, foundations, family offices, pension funds, other institutional investors and high net worth individuals, Besides an......

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Senior management Ability to keep track of daily profit and loss of portfolio managers and external managers, and reconcile with multiple broker reports Automated distribution of monthly comprehensive rebalancing reports to relevant team members with full administrative control by senior management Automated dashboard working like a sizeable team that will help senior management......

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Leveraging Open Data Solution’s suite of products, businesses can achieve fast, secure and extensive data to aid in lending and verification processes. Independently tested and audited by external security experts, security is a driving priority. Data is encrypted with bank-level 256-bit encryption, secured by 2048-bit keys. Using Open Data Solution’s proprietary technology......

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Political Contribution Compliance Real-time political contribution monitoring and intelligence to ensure pay-to-play compliance with SEC Rule 206(4)-5, MSRB Rule G-37, FINRA Rules 203 & 4580, CFTC Regulation 23.451, as well as state and local pay-to-play regulations. Public Records Search Real-time search, across thousands of public records datasets. Public Records Monitoring Search and monitor any public......

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Impaakt's mission is to bring impact analysis at the heart of all investment decisions, so that capital can be directed to the businesses that have the best possible impact on the planet and society. Advanced impact analytics at your fingertips The high quality impact data produced on our platform is made available to......

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It all starts with data Forget exporting and importing spreadsheets manually. Use our inbuilt data connectors that seamlessly pull data on a continuous basis from 200+ data sources. Online or offline, in databases or surveys, you are covered and align with Impact Management Project 5 dimensions of Impact for better communication. Introducing......

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Fundata Canada captures 99.9% of the current Prospectus Risk Ratings for the more than 21,000 prospectus-issuing mutual funds in Canada. According to recommendations by the Investment Funds Institute of Canada, standard deviation is the most widely understood measure of portfolio risk, and should be related to the Prospectus Risk ranking assigned......

Client can access IPO data announcements captured at 6 stages: New - indicates that the IPO is complete (or in action), and the listing date is today or yesterday. Rumour - indicates that the company (or other respected sources) has announced its intention to hold an IPO, but before the necessary approval......

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Giving insights impact When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach. About our work Addepar Research takes a fresh......

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A knowledge center to manage all your reports and market studies Receive custom weekly digest on what matters the most to you Alerting system to keep up with the latest company news A live chat with our team of specialist to request market data News monitoring to be informed before your competitors Participative dashboard to......

Leverage the top market intelligence suite for cryptocurrency Build confidence and find your edge using our suite of tools to break down and understand blockchain data. Serving institutions since 2018 Institutional customers 500+ Metrics to choose from 3,700+ Use our data-driven insights to become a pioneer in web3. Lead the way, others will follow We provide......

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High level overview Be greeted by a beautiful dashboard that summarizes all the information of the current day. See which custodian downloads have already been completed. See how many messages have been successfully processed. See an overview of any open tasks of the day. Assign tasks within the team and manage the workflow. Issue detection See if......

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Create actionable insight from raw data All the tools you need to understand and help your customers. Ingest data from anywhere Apply AI models to data from your own services, third party aggregators or data from open banking. Create personal services Build out better PFM tools, reduce costs and tailor messaging to your customers....

Our world-class Intelligence Center gives you fully-integrated access to deep, sector-specific intelligence, real-time news, powerful analytics, and time-saving workflow and collaboration tools. Our Intelligence Center is tailored to your industry and designed to help you with your key strategic activities. Market intelligence Innovation & new product development Strategic planning and M&A Marketing & product management What......

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Articles We produce articles on a monthly basis covering real assets, social impact, alternative finance and tax efficient investment sectors. We focus on areas that are less well covered by the mainstream media. Sometimes we focus on providing commentary and reaction to breaking news stories or developments in the marketplace. On......

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Good, flexible financial planning can be the difference between retiring at the age of 55 or 65. It can determine how comfortable someone can be in retirement and how much they can pass on to their children. International Adviser is dedicated to keeping financial advisers across the globe abreast of......

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It’s no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the......

In addition to rolling coverage of regulatory and non-regulatory announcements, Investegate also provides complementary market and stock news from partner site BusinessFinancialNewswire, and allows you to create alerts list of stocks and alerts to ensure that you are aware whenever a new announcement is released. Investegate is designed specifically for professional......

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Typical client profile includes but is not limited to: Audit Firms Back-office System Providers Data Providers Family Offices Fund Research Companies Fund Supermarkets Independent Valuation Services Index Providers Risk Managers Software Providers Stockbrokers Wealth Managers ...

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We connect buyers and sellers who are decision makers in the financial services industry and influence over US$23 trillion in AUM. InvestmentNews’ platforms include a premium magazine, digital solutions, lead generation, events, research, video, podcasts, and newsletters. In addition, we have a number of targeted microsites including RPA Convergence, ESG......

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Any organization type Our platform supports all organizations - pensions, endowments, private banks. Any investor type Our platform supports all investors - from sovereign wealth funds to UHNW individuals. Any jurisdiction Our platform compliantly supports investors from any geographic location....

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Exchanges Kaiko covers 10,000+ cryptocurrency pairs trading across 50+ exchanges including Binance, Bitfinex, Coinbase Pro, Gemini, Okex, Kraken, Poloniex, YoBit, and more. Assets We provide bundles of cryptocurrency market data following a single cryptocurrency pair across all exchanges, including Bitcoin, Ethereum, Litecoin, Monero and more.  Data types We provide both raw and aggregated cryptocurrency market data at multiple granularities,......

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Search in seconds We know you don’t have the time to learn to use a new system, so with that in mind, we built one that needed no instruction manual or training! It’s this easy: 1. Select your Lending Type Choose from Residential, Buy To Let, Equity Release, Self Build, Second Charges or......

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Configure an automated data feed from your investment accounts to your GL with intelligent, rules-based data management that improves the detail, accuracy and speed of keeping your GL up-to-date. Are you often delayed in providing your cash forecasting and investment reporting because you are spending too much time and effort keying......

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A learning expedition to assist you at every stage A live chat with our team to receive tips and support An AI-powered personal assistant to train you to FinTech An intuitive interface that is adaptable to your level of expertise Sharing tools to create synergies between employees A matching system to filter non-relevant data sources ...

Make life easier with Lenderlink Search 2500+ products from 43 specialist mortgage lenders for Firsts, Seconds, Bridging and BTL products in an instant. Find the right product for you and them complete one universal application form. Then refer it to us for packaging or if you have chosen our CRM product, package......

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We have been providing our services to advisers for over 30 years, something that has stood out is how tricky advisers find it to source the best protection for their clients. Advisers tell us that the research stage is time-consuming with clients often having different needs which can lead to......

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Unique social data for financial applications and enterprise trading. Deliver the power of brand-based, consumer-created data. Our API delivers unique data to your financial application. Utilized by media applications as well as quantitative trading algorithms, the LikeFolio API delivers valuable consumer-generated data on the brands and products behind publicly traded companies....

Utilize Liquidnet’s analytics platform to gain new insights and alpha generation tools from the global institutional investment network. We distill and deliver actionable analytics Fuel investment decision-making in real time. As asset management becomes more competitive, investment teams are drowning in research and analytics. With new sets available each day, it’s essential to......

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Live Briefs PRO Global Markets is MT Newswires’ most comprehensive news service, providing around-the-clock and up-to-the-minute coverage of financial markets and economies across North America, Asia Pacific, Europe, the Middle East, and Africa. With a focus on the most widely followed securities and events in developed capital markets, MT Newswires offers......

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Data feeds from the world’s financial institutions Aggregate any data source - internal and external One standardized format for all data feeds Reliable delivery/availability by 09:00 every day Easy to implement We help by adapting the different originating formats and protocols from all the different sources into one standardized format. Quick turnaround time Our data formats can be......

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Cleansed and enriched data - using applied AI Aggregate any data source - internal and external Advanced wealth applications - desktop & digital IT friendly - embed via API, plug-in components or go 'Cloud' Automation to slash costs - robo back-office Incremental revolution Incrementally deploy key business objects into a trusted SSOT as a new agile data architecture overlaying and supporting existing IT......

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Comprehensive coverage of equity and fixed income benchmarks, within our applications or your own in-house systems, provides the breadth of content and scale to meet your needs. With quality data you can depend on, 30 years of experience collecting and integrating data from more than 800 databases, plus unparalleled customer service......

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SIX consolidates and standardizes market data from over 1,800 sources to create an authoritative data source for financial professionals. Our stream of market quotes comes from the broadest range of sources. The data is delivered in real-time, intraday, and end-of-day formats, regardless of where in the world it originates. The market data......

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45 web services Find the data you need easy. Search by asset class, data type and region. Drill down to see coverage and data sources. Powered by AWS Our APIs are hosted in Amazon Web Services – so scalability and security is not a concern. We handle an astonishing one billion client API......

Let Xignite help you optimize your data spend by intelligently analyzing usage and consumption patterns and eliminating duplicate data requests—such as those generated against Bloomberg Data License. The Xignite Market Data Cloud is a cloud-based, managed platform that gives you full transparency of the reference and market data distributed across......

Our intuitive data visualisation tool is updated weekly, ahead of any other data source in the market, drawing on primary trade execution data. It allows fund managers to respond quickly to changing market trends and client behaviour, while optimising the performance of the distribution chain. This saves time, money and resource....

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Clients can choose from three deployment options: application, data feeds, and customized API components. Access real-time market insights Gain access to real-time price changes and in-depth coverage on asset classes. Connect to hundreds of data feeds with direct access to stocks, options, and indices. Discover investment ideas Discover buy-and-sell signals you can count on,......

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Multi-media News Picture and video news covering major world and market events can help increase engagement with your users....

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Our mission Applying behavioral economics to investment outcomes Sentiment data We produce the global standard in financial sentiment data derived from thousands of news and social media outlets Asset management Our team develops alpha generation and risk management models based on market psychology Investor profiling We integrate personality testing and practice management tools to help advisors better......

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CEPRES Market Research empowers investors with a broad and accurate universe of fund, deal and asset-level data across 10k+ funds and 100k+ portfolio companies to help power better data-driven investments. Develop and test your investment thesis Use CEPRES's comprehensive fund, deal and asset level analyses to make and test your market thesis......

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A complete overview of the latest stock market news from the major US stock indices (Dow Jones, Nasdaq, S&P 500) and global markets....

MarketWatch is a leader in financial news and market data, blending breaking headlines with incisive analysis, market updates, streamlining tools and bold reporting from trusted sources to help guide life’s most important monetary decisions for individuals and financial professionals. Customers benefit from tools and features such as Watchlist, Portfolio and the......

Meet the #1 Excel-based investment research solution for serious investors. Stocks, ETFs, options & mutual funds – affordable data all in one place ...

This powerful platform provides globally, comprehensive coverage of the products available to institutional investors and the ability to view a wide range of information from quantitative analysis on performance and holdings data through to the ratings and recommendations from Mercer’s global manager research boutiques made up of over 100 full......

As one of the leading funds platforms in Europe, our dynamic and constantly growing fund universe provides us with the unique opportunity to be the one-stop-solution when it comes to fund information. Our solutions provide you with all the fund information you need according to your requirements within a custom-made solution.  Tailor-made,......

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Unlock Comprehensive Data Coverage Gain global insight into 82,000+ Institutions, 68,000+ Pension Plan Sponsors, and 14,000+ Endowments/Foundations, Tax-Exempt Organizations through MMD. Gather in-depth information on: Asset size (defined benefit, defined contribution, endowment/foundation and other tax-exempt assets) Institutional type (e.g., corporate, public, endowment and tax-exempt organizations) Key contacts and their areas of responsibility External relationships with......

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One secure product for all your data needs The heart of our product is Marketplace, an API-based, centralized, and SOC1-compliant data warehouse. Marketplace uses private feeds to keep your proprietary data discrete from market data, so you can access both in one place without compromising security. Outsourced data management Work with us to......

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The data you need in one place Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights. Equity data Build better portfolios with company-......

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Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform. The foundation you need for sophisticated financial analysis. Data Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model......

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MortgageBrain Classic Best in class whole of market desktop sourcing -  comparing first and second charge products side by side. Work online and offline, rest assured that the product is always accessible on your desktop. 30 days free trial, with free training. Fully integrated, enabling single data entry, with The Key, our back office......

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Move forward & boost your market development When it comes to customer research, customer acquisition and customer investment analysis, relationship managers in the financial industry devote up to 65 % of their working time to time-consuming administration tasks and the generation of information. With move, we push your sales force to the next......

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Well-documented biases of first-generation hedge fund indices prevent them from accurately representing hedge fund performance, while the inclusion of too many constituent funds often dilutes and negates information contained in hedge fund returns. Our hedge fund indices reduce biases to provide more representative hedge fund benchmarks for institutional investors. Using our......

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MPI’s Stylus solutions are among the most advanced investment research, analysis and reporting technologies available in the market. They are used by hundreds of institutional investors, consultants, asset managers and retirement plan advisors to make smarter investment research, portfolio construction and optimization, performance analysis, risk surveillance, distribution and reporting decisions. Stylus......

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Nasdaq Data Link is a powerful, centralized, cloud-based technology platform providing access to more than 250 trusted data sets, available via API. Search, discover and build. Competitive advantages Curated, actionable intelligence We research, select, prepare and deliver unique, high-quality data. Fewer than 1 in 100 datasets we analyze become products, resulting in a curated, best-in-class......

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‘New Model Adviser® was Citywire’s first professional investor community and – pardon the pun – remains the model for all the others we’ve built around the world,’ says Jo Wells, publisher and head of the New Model Adviser® channel. Wells says the New Model Adviser® audience both reflects, and has been in the vanguard of,......

No matter which corner of the investment universe you cover, FactSet news, quotes, and markets bring you both the market-level headlines and granular details you need to make better investment decisions. Get accurate, real-time updates wherever you are, on the topics, companies, and industries that matter to you....

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Whether you are looking for broad financial news on markets and economies or granular news on company earnings, FactSet news and research offers real-time news on the factors that affect markets and research that pulls in data from many trusted sources. Get real-time news about the companies, industries, and markets you......

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Our current active universe stands at approximately 93,500 share class funds made up of: 13,500 UK Funds 30,000 Irish Funds 50,000 Luxembourg Funds Until recently, EDI provided closed-end fund and ETF information that were exchange-traded. In 2021, EDI launched the new, covering open-ended funds to expand our services We also provide EDI translation services covering......

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Data source for tax on offshore investments and Excess Reportable Income (ERI). The ORF solution transforms the time-consuming, labour-intensive tasks of identifying funds, determining tax liabilities, and reporting for foreign investments and excess reportable income (ERI) into a simple, streamlined process....

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A single trusted source Comprehensive proprietary database of fund manager contact details (including niche hedge funds) On many fund managers’ distribution lists for additions and updates Historic fund data Data available in reference spreadsheet format and CSV and XML import files Bespoke service tailored to client requirements providing the exact data required on specific fund......

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It provides efficient transparency for governments and large producers on their complex physical oil value chains: from production and environmental impact to storage and trade. Gather comprehensive data Dedicated Apps and system integrations to efficiently collect data at production, storage and export Data Standardization and cleaning as a foundation for integrity and validity Automate......

Via one highly intuitive user interface or a single API, you can access, review and download company data and official incorporation documents from 500+ local company registries worldwide with the click of a button. However, we don’t stop there. Know Your Customer’s proprietary technology extracts shareholder information from filing documents automatically,......

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Discover data first From ESG to Satellite and everything in between, the Open:FactSet Marketplace is your home for data that gives you an edge. We work with data providers to vet and integrate data before making it available so you can seamlessly link our data feeds to your models, systems, and proprietary......

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This service can run tests simulation of trading strategies, generate risk and regulatory reports on portfolios of options and underlying securities, perform an in-depth analysis of options positions. Accounting firms can also use this service to their advantage, to help to calculate the amount of dividend equivalent payment and delta......

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Orbit China allows clients to harness the Orbit AI models to turn unstructured documents into defined data sets for the China equity market. Our innovative optimisation process converts unstructured documents into metadata tagged data points feeding trading models, generating alpha signals. Orbit China delivers a comprehensive package of data sets delivering......

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Incorporate innumerable alternative data sources (e.g. social media & live news feeds) to enrich company analysis, and providing an automated audit trail to fit your regulatory and compliance needs. Orbit’s workflow-controlled ESG research process provides firms with the opportunity to be far more granular, so they can truly understand if ESG......

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Orbit Insight is a highly powerful and intuitive investment research tool, which harnesses AI and powerful large language models (LLMs) to derive predictive indicators and investment opportunities from a universe of unstructured company documents and news sources. Access to this data remains a challenge. Even though information is publicly available......

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The Pensions Dashboards Programme has given clear timescales for pension providers and administrators to connect to the pensions dashboard. This is a complex task, so we are launching Origo Dashboard Connector, a comprehensive and cost-effective way for providers and administrators to connect to the pensions dashboard – often referred to......

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Connect once to our Hub, connect to everyone Our Integration Hub sits in-between platforms and adviser software suppliers, providing benefits such as: Significantly improved integrations between organisations - removing complexity and additional maintenance. Simplified integration with trading partners. Removing the need to undertake a new IT build each time. Simplified integration process. By supporting......

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OWL Analytics is an alternative data company that focuses on environmental, social, and governance (ESG) research. We help investors integrate ESG data into their investment solutions with the goal of delivering enhanced investment results and positive social impact compared to benchmarks. OWL ESG for wiser investing OWL ESG aggregates hundreds of sources......

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Integrate SFDR into your investment strategy Save Time - Automate calculations of PAI indicators for your organization and products Comply - Create Principal Adverse Impact statements to comply with the Sustainable Finance Disclosure Regulation Discover - Evaluate the performance of specific PAIs over time and compare them with indexes and funds Share - Share your PAI statement in editable......

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Analyze competing funds quickly, with confidence Peer Insights, part of the Style Analytics solution, allows investors and managers to instantly compare any fund to any peer group of your choice to get accurate peer insights. Using the underlying holdings data, it has pre-calculated over 28,000 funds’ factor exposures so institutional investors......

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An international fixed income securities database, PI Debt supplies a comprehensive and timely source of original debt documentation from bond and structured finance prospectuses to programs, supplements and related documents. Boasting over 280,000 bond documents, including the industry's most comprehensive collection of 144As, PI Debt's archive goes back to the 1980s. The......

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ECM Insight offers best in class flexibility for searches on all £20 million+ primary and secondary ECM fundraisings from IPOs to rights issues, made on London's stock markets. ECM Insight provides immediate and verified access to over 400 items of information from these ECM transactions. The granularity of the content set......

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Over 23 years of listed company filings at your fingertips. Developed by experienced market practitioners with in-depth knowledge of the legal and financial communities, Filings Expert is focused around user workflows adding real value to your day to day tasks from structuring new deals to searching for precedents. Focused around user workflows,......

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PI International Private Company Data (PI IPCD) is a service that provides original global private company filings. Covering 150 countries, the service boasts the fastest, most comprehensive and cost effective offering in the industry with 50 countries covered within one hour. Covering a range of languages, the team's reach extends......

A global corporate finance and capital markets database providing access to 15 million international company filings, PI Navigator surfaces the value of data buried within financial documents from over 50,000 companies. It significantly reduces the time taken to model company financials by up to 40%. PI Navigator gives users the ability to: Access......

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PI Private Company Data (PI PCD) is an online database covering all UK (including Northern Ireland) and Republic of Ireland company filings and reports. The PI PCD UK and Ireland private company data collection includes: annual returns, incorporation certificates, memoranda and articles of association, pre-defined document packages for Anti-Money Laundering (AML),......

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Powerful advanced search that filters millions of data points Leverage granular search criteria to sort through our data and generate a tailored list of the companies, deals, investors or individuals that you're looking for. Discovery and insights brought to life through data visualization Easily transform data points into actionable insights with the help......

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Build better financial models—faster PitchBook’s prebuilt templates give you immediate access to investor tear sheets, comparables and valuations—whenever you need them. The data we pipe into our templates is dynamic and always up-to-date, and because variables can be manipulated to evaluate all possible outcomes, you can feel confident in your decision-making. Create......

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Track market activity on the go Get the data you need instantly with advanced search and customizable alerts. Discover opportunities before your competitors with on-the-go insights and monitor activity in your space, from major deals to new hires. Work seamlessly across devices. Your search history, saved searches, lists and more automatically sync......

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Portfolio Screening Portfolio Screening & Analytics Access ESG Scores Bespoke Dashboards Download Data Corporate ESG Analysis Search Companies ESG Scores Data Modules Push and Pull API Framework Mapping Push and Pull Disclosure Framework Mapping Centralised Reporting and Data Management Disclosure Request and Disclose ESG Data Report Against Frameworks Manage Requests Apps ...

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Big data on small companies Investors, advisors and entrepreneurs recognise that the biggest source of untapped value and talent lies hidden within the opaque private companies marketplace. However, of the 4.5 million active UK companies, 95% do not file Profit and Loss accounts meaning that very little data and insight is available......

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Our twice-daily news bulletins, monthly print magazine and comprehensive schedule of educational guides, deliver news, insights, commentary and analysis to the UK’s fund buyers, asset allocators and portfolio constructors. Our audience relies on the website and magazine for updates on asset allocation, fund selection, portfolio construction, the latest investment ideas......

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Amid rapidly increasing volatility and entry multiples, having the right portfolio mix and tools is more important than ever. With CEPRES Portfolio Monitoring, get true deal cash flows and portfolio company metrics of your GPs. Gain deep insights into the drivers of portfolio risks and returns to improve your investment......

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PortfolioWise, by Chaikin Analytics, leverages the Chaikin Power Gauge ratings for stocks and ETFs. Chaikin Analytics applied its expertise in multi-factor analysis to create the Chaikin Power Gauge Stock Ratings more than ten years ago. It combines 20 factors into a simple, reliable indication of a stock’s potential performance relative......

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...

Fund document library Fundata has developed the latest industry compliance solution to help investment brokerage dealers, back-office developers and financial advisors meet new regulatory requirements in the delivery of Point-Of-Sale Fund Facts documents to investors. Fundata has aggregated fund facts documents for mutual and segregated funds, either directly from fund manufacturers......

Fixed income JP Morgan Fixed Income Indices ICE/BAML Fixed Income Indices GFI Sovereign CDS GFI Corporate CDS ICAP OTC Derivative Data for G7 and Nordics IHS Markit IBoxx Indices Forecasts Oxford Economics Global Economic Data Bank Oxford Economics Regions and Cities EIU Database Consensus Economics Forecasts Consensus Economics Long-Term Forecasts Swedish NIER Institute Surveys and Forecasts Other EPFR Fund Flow IHS Markit PMI data - regional......

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Premium Fund Data from SIX provides complete fund data for core business processes into your fund value chain. We combine our high-quality reference data with third party fund data and add key content needed for regulatory compliance to give you the most comprehensive and complete fund information. A premium flag indicates......

Master your domain Enhance your point of view with research, multimedia and events that provide insider access to the largest global network of alternative assets experts. ...

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Preqin Pro provides access to the industry’s most comprehensive private capital and hedge fund data sets and tools. Alternative asset professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Find what you’re looking for Know the market with comprehensive data on institutional investors, managers, service providers, and for......

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Alert Types We support not only price alerts but also news categories and events such as corporate actions, stock ratings change and more. Integrate with Your Systems Our Alerts Platform can be integrated with your user’s portfolios or market data systems allowing users to create price and news alerts that send notifications through......

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Create a gold copy of all historical time series, not only pricing information but the analytical inputs into those prices – such as volatility surfaces, interest rates etc. Cater to any requirement for timing snapshot prices, whether that be the end-of-day close on the official exchange, or an evaluated price at......

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PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to......

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Eureka Private Equity provides a platform for private equity firms to easily tap into potential connections with global investors (which include pension funds, fund of funds, insurance companies, sovereign wealth funds, family offices, foundations and endowments) in today’s competitive fundraising landscape. Through timely updates and extensive coverage, the database allows......

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As the only platform-agnostic to industry, deal activity, or ownership, we are able to offer the most comprehensive universe of substantively sized U.S. private companies available anywhere. PrivCo provides data discovery and financial services for all U.S. private market data needs. Private Company profiles include current and historical revenue and employee......

Taking a tech-first, data-driven approach allowed us to address many of the issues of existing ESG ratings which are often unexplainable, subjective and infrequently updated. At its core, GaiaLens is a data-driven product generating lots of unique proprietary ESG data such as ESG Scores, Proprietary ESG Factors and ESG News data....

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PSTOX Wealth Unleash the Potential: PSTOX Wealth integrates Croesus and Salesforce for elite firms, transforming wealth management with precision and scale. PSTOX Wealth Light Streamlined Excellence: PSTOX Wealth Light brings robust wealth management to SMEs, combining Croesus data and Salesforce agility affordably....

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Trading interfaces QUIK server modules that provide connection to over 30 global trading venues including leading Russian and international exchanges, off-exchange trading systems. News and market data interfaces QUIK server modules that allow getting information (news, quotes) from external sources. Service modules QUIK server modules that provide additional services to users. Infrastructure solutions Software solutions for creating......

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QUODD’s professional market data workstation QUODD Equity+ brings together streaming real-time quotes and analytical charting tools with premium news, fundamental data, research, earnings estimates, filings and much more! QUODD’s mobile Apps ​QUODD Financial’s iPad and Android apps sync with a user’s desktop application so watchlists are the same in both places (true mobility). The apps also......

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Quotestream Desktop Quotestream Desktop is the latest in streaming real-time portfolio management from QuoteMedia. It is the next generation of the award-winning Quotestream application for active traders, featuring rich new content, tick-by-tick lightning fast market data, and extensive customization in a trading terminal style interface. Quotestream Mobile Quotestream Mobile delivers comprehensive portfolio management and......

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Gain fast and reliable access to market updates and intelligence in the institutional landscape.RainmakerLive is Australia's integrated knowledge management terminal, enabling a new world of insights into the institutional wealth management space. Gain unparalleled insights into Australia's superannuation, asset consultant, institutional investment management markets, alongside a comprehensive overview of superannuation......

RCAN covers 45 crucial corporate events (inc. dividends, mergers and acquisitions, rights offering (issue), spin-offs, stock splits, reverse stock splits, new listings (IPOs), suspensions and delistings etc.) and aggregates corporate actions from over 150 exchanges worldwide. Notices are produced 4 times per day in line with EDI’s incremental feed production......

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SIX provides you with one of the world’s most comprehensive financial information databases. Its sophisticated data structure seamlessly links all data elements associated with a security – from terms and conditions to prices, from institutions to markets, from corporate actions to global security identifiers. Our reference data service captures the broadest......

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Relationship master CRM Entity management Tasks Follow-ups Correspondence management Bi-directional link to reporting Partnership systems Asset master Import research and feeds for liquid security master Build master for non-traditional assets Price and maintain master elements  ...

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Built on years of industry knowledge and hands-on experience, our intelligent and flexible solutions are designed to integrate seamlessly with your current operations, and address the unique needs of your firm and your customers. A single code base and unified database drives all of our products, eliminating the data integrity issues......

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Our portal connects you to a network of over 300 corporate registries and 120+ million legal entities across 100 countries. It eliminates the struggle with access permissions, foreign languages and government websites in different formats and enables you to find normalised information in real-time, via a single platform. You can......

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Files can be setup in standard or customizable formats to help meet each customer type’s specific need for internal or external regulatory reporting. A sample selection of our services: UCITS Solveny II CRD IV, LCR & HQLA Green bonds Public reporting Interest calculations ...

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Today’s regulatory complexity demands a strategic, connected approach. SIX develops compliance data and services in collaboration with customers to ensure alignment with today’s industry needs. We aim to make compliance easier by simplifying implementation, enabling automation and reducing total cost of ownership. Built on our core reference data expertise, our services provide......

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Our platform helps you uncover the most valuable human connections to drive your business forward. Find the right prospects The right connections get you closer to the right prospects. Our database of 10 million people across 2 million organizations gives you the insights you need to build high-value relationships. Never miss a move Daily......

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Mutual funds Search and analyze Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes, exchange traded funds and stocks all in one place! Fundata has dedicated search tools for mutual funds, ETFs and stocks each with information filled snapshots so you can get all......

Platform Components From foundation RMS productivity features and regulatory must-haves through to advanced workflow management and third party data integrations, scale and configure research management to suit the needs of your fund: Core RMS Modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes,......

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Don’t wait for the regulators to find deficiencies in your risk disclosures. Be proactive by contacting us today. Fundata’s team of analysts has developed a suite of reliable metrics to assist our clients in measuring risk. Fundata collects and tracks the following: Prospectus risk Collected directly from the prospectuses of all Canadian......

The Robur Stock Screener Designed by practising value investors, the Robur stock screener will assist you in finding top performing companies, whether you are looking for dividends, capital gains or both. Quickly and easily select stocks based on key metrics like share price, market cap, P/E ratio, dividend yield and more. Company financials The......

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Made for developers Average response time is 3 seconds. Blockchain transactions are added in less than 5 minutes Always improving On-chain data is collected directly from running nodes, not 3rd parties, making it faster and more reliable, by eliminating another potential point of failure Global scaling Use GraphQL for freedom and flexibility, or SanPy, our......

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Behviour analysis & monitoring platform for 1000+ crypto assets....

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The Sanctioned Securities Monitoring Service from SIX brings together a wealth of securities information, plus analysis of sanctioned entities and sanctions regimes for pre- and post-trade screening. In addition to a daily scrubbed list of tainted entities, SIX experts detail changes to corporate structures and other events that may bring......

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Are you a data researcher/scientist or crypto trader with a passion for data analysis? Try Sandata, a single source for on-chain, social and project indicators plotted against price. Spot interesting and valuable patterns that you might not see elsewhere. Sandata provides visualizations of on-chain, social and development metrics for more than 1000......

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Integrate SDGs into your investment strategy Save Time - Easily tap into data reported by 36,000+ companies about their SDGs commitment Discover - Instantly identify what SDGs are supported through your investments Course Correct - Better align your investment decisions with your portfolio strategy Improve - Identify new investment opportunities that match your sustainability strategy ...

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With Exchange Data International’s security reference file, investors and analysts alike can: Get up-to-date information on all equities, warrants, fixed-income instruments and many other types of securities traded on global exchanges. Easily identify the majority of listed securities along with associated standing data. Select reference data from over 40 fields including: Company: Issuer name,......

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Enables mastering of all key securities’ reference data, including bond schedules, expiry/maturity dates, corporate actions, covenants & conventions relevant to each security. Our open architecture APIs and SDKs ensure a future-proof solution that can be easily adapted for the needs of today and tomorrow....

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Countries with Short Interest Data by position holder: Austria, Belgium, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Netherlands, Poland, Portugal, Spain, Sweden, UK, Japan. Data for these countries is reported to local regulators in compliance with ESMA short selling regulations and began for most of these markets on 1 November 2012.......

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One platform, all critical crypto updates SigDev tracks real-time updates from over 5,000 unique primary sources in multiple languages, including token issuer blogs, regulatory rulings, exchange APIs, press releases, SEC filings, and more. Our proprietary SigDev engine ingests this data and automatically categorizes it with tags (e.g., “Ethereum Classic” and “51%......

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Organizations need a holistic approach to fraud and risk management that not only provides the flexibility necessary to integrate various data feeds, but also enables detailed analysis, incorporates advanced machine learning, has a rich workbench to analyze results, and is customizable to changing business needs. Simility’s Adaptive Decisioning Platform empowers......

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Our data display products provide a clear and intuitive overview of all the data you need, tailored to your workflow and specific requirements. In addition to the market and reference data universe, extra functionality, including news, company key figures and ratings, it ensures that you have the right information to......

SIX Tax Score leverages and complements the financial information provided by SIX with additional tax information, in order to support portfolio managers and wealth advisors in providing tax transparent investment advice. We deliver our clients with superior tax data they can easily call upon to understand the tax implications and make the......

Poor custodial data quality can decrease efficiency in the critical morning reconciliation period when minutes matter. Smart Feeder can alleviate that pain by transforming your custodial data using rules you design to meet your exacting standards. Process thousands of transactions daily while meeting all of your trade ready reconciliation requirements Rules-based data transformation Pre-loaded......

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SMART stands for Superannuation Market Analysis Research Technology. It delivers exactly what its name suggests. Updated daily, SMART analyses, evaluates and compares super and pension products from Australia’s leading funds. As well as the most up to date information in the industry, SMART allows users to review comprehensive historical data. Intuitively designed,......

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Deep company and industry research Analyze company performance of industry-leading financials with 5,000+ individual data items, including sector-specific metrics on 17 industries. Our financials are adjusted for nonrecurring charges to enhance comparability and are auditable down to source documents.  The Excel add-in: a tool as smart as you. Improve efficiency Spreadsheet fatigue is a......

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Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with  your automation initiative Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......

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Foster active ownership of your portfolio Save Time - Your whole team can manage your engagement with companies from one platform Discover - Have a quick overview of the status of all your engagements Course Correct - Easily track the SDGs being discussed in the meetings resolutions and the voting outcomes Improve - Collaborate with other owners......

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StockCalc is a Fintec company focused on fundamental valuation. We run valuation models on 7800 companies listed on the NYSE, NAS, ASE, TSE and TSX each night. We are a third party integration on TD Ameritrade Institutionals Veo Open Access platform and are an excellent resource for independent financial advisors looking for......

Technical Summary Is the stock a Buy, Sell or Hold? We analyze a stock’s price movement based on a basket of technical indicators to derive an aggregated assessment. Technical Signals Stocks are monitored for our technical indicators and display when a buy or sell signal has occurred. For example, when a stock’s RSI......

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Optimize your Investment Strategy with EquityRT Strategy Builder and Backtesting Portfolio managers, equity research analysts, economists and many other investment professionals are constantly challenged to deliver quality research to guide the right investment decisions. Making the right decisions starts with having an optimum investment strategy in place. EquityRT’s unique investment strategy builder......

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StockTwits is the largest social network for investors and traders, with over two million registered community members and millions of monthly visitors. StockTwits was founded in 2008, with a mission to connect regular investors and traders with each other so they can profit, learn, and have fun. While StockTwits started as......

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Curated for you Charts - Monitor on-chain activity with live updates directly from the network Dashboards - Observe key market themes and movements with our curated collection of charts Workbenches - Gain deeper insight using our suite of formulas to apply custom calculations Quick Access Recents - Take a look at your recently viewed metrics Favourites......

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Easily screen the sustainable investments of your portfolio Save time - Quickly screen what percentage of your portfolios is considered sustainable investments Course correct - Understand how the percentage of sustainable investments changes over time Visualize - See the list of investments considered “sustainable” and “not sustainable” according to your own criteria Analyse & Discover - Assess the......

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SVC is our external data aggregation platform that consolidates information from leading global sources to deliver a single customized data feed in a normalized format. Get seamless pricing updates, security master data, corporate actions data, FX rates, fixed-income coverage, credit ratings and more – automatically, through a single platform, to help......

With its comprehensive database and website, which is recognized as an electronic publication medium by FINMA, Swiss Fund Data offers a wide range of services. Our broad cooperation network of clients, partners and vendors makes it possible to ensure and continually enhance transparency in the fund market. Here is a brief......

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Modern day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas......

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What we offer Tapico creates technology to help you give your customers the experience you want them to have. Integration Our API enables you to define and target the data and actions that add value to you and your customers. Consent Management Our API makes it simple for your customers to control what data they......

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For advisors Delivering retirement plan advisors with an established, repeatable and documentable process for assessing, selecting and monitoring TDFs in three easy steps: 1. Decision questionnaire Gather information on a plan’s objectives and participant demographics and behavior. Establish preferences across Target-Date Radar Suitability Criteria: Active vs. Passive Management, Open vs. Proprietary Architecture, Non......

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For 90 years, SIX has been at the side of financial institutions, supporting their compliance teams with powerful, scalable, and now automated data and analysis. As the stakes get higher, the rules more complex, and the pressure ever greater, SIX remains a trusted partner for tax and compliance data and......

Ensuring Safe and Secure Research Practice When it comes to compliance, we’re unreasonably good at preventing and detecting any potential risks or violations. Our compliance leadership team boasts more than 20+ years of experience working for regulators, including at the SEC, FINRA, and European regulators - and those leaders have a......

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Stop Spending Time on Tasks That Should be Automated Tegus is the only end-to-end research platform that streamlines access to public financials while making it easy to understand customer perspectives, competitive landscapes, core business challenges and the drivers behind company data. Unmatched Access to Proprietary Insights Tegus is the only platform hosting 5+......

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Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors. Thousands of professionals use Telemet Orion as a cost-effective, single integrated source of real-time and historical investment research, charts, news, portfolio analytics and market data. Our platform enhances your workflow, increases your revenue opportunities, improves......

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The USP of The IC Research Global Database results from its pure institutional focus and its truly global coverage listing only genuine investment consultants accessible via an intuitive web-based technology easy to use. The research process is ongoing and a combination of several automatically powered web-crawlers searching the worldwide web,......

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Global all asset class coverage Money.Net provides an all asset class global coverage. Our terminals require no download and can be run directly from your web browser to bring you global equity, portfolio tools, institutional holdings data, analyst estimates, excel historical data and fundamentals. Talk to clients via our chats, download......

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But using it to monitor longer-term trends is difficult without re-keying numbers into spreadsheets… until now, that is. Housing all data collated since 2006, Fundscape is pleased to present the Platinum database. This tool does away with the need to re-key data, and provides subscribers with a unique and dynamic web......

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Its systematic approach delivers a unique experience in navigating the global investment universe. Setting-up and managing investment strategies, leveraging theScreener’s data and evaluations, is a breeze. Make your selection from fundamental, technical, valuation and risk parameters to define your individual investment style and let theScreener CIO propose top choices for your......

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theScreener Feed is our data feed solution for easy integration of theScreener’s ratings and analysis into online-/mobile-banking applications, core-banking, portfolio management and brokerage systems. Whether you want to generate relevant alerts, increase customer loyalty or provide additional reasons for your client advisors to contact clients, theScreener Feed is the right solution......

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The Bloomberg Terminal brings together real-time data on every market, unparalleled news and research, powerful analytics, communications tools and world-class execution capabilities — in one fully integrated solution. Build your network Your Bloomberg Terminal account gives you immediate membership to a community of more than 320,000 of the world’s most influential decision......

The most ambitious people in the world read The Wall Street Journal. Winner of 37 Pulitzer Prizes for outstanding journalism, the Journal includes coverage of U.S. and world news, politics, arts, culture, lifestyle, sports, health and more. It’s a critical resource of curated content in print, online and mobile apps,......

Identify each listed security through the added fields from our reference data file: Issuer Name ISIN US CodeExchange Security Description Get direct access to Threshold data aggregated from the NASDAQ Stock Market, New York Stock ExchangeNYSE ArcaNYSE MKTOTC Markets....

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TickVault is our big data platform for recording, storing, transforming, analyzing and delivering structured and unstructured financial data such as trade & quote history, news and events, research, corporate actions and more. It is ideal for exchanges, data vendors, trading groups and regulators who need to cost effectively manage and......

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Our multi-award-winning technology allows us to process millions of textual forms daily, including financial news, social media, research reports, blogs, SEC filings, active portfolios and more. TipRanks’ unique products and datasets are used by hundreds of financial institutions and millions of direct investors. Trading platforms Significantly increase your customers engagement, retention and......

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With relevant, accurate and independent analytics of 6,000+ ETFs listed in Europe, North America and Asia, TrackInsight brings ETF daily performances, flows and replication accuracy to light for global investors...

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This databank brings to your fingertips historical time & sales, fundamentals, tick data and news to assist you in generating management reports for analysis purpose. Powered by Reuters knowledge which provides fundamental data and company financial report information, this data repository keeps historical prices for analysis thereby allowing the front-end......

Tradier, Inc., is an industry leader in providing next generation brokerage solutions that enable platform providers and developers, digital advisors, registered investment advisors and registered broker-dealers to offer trading access to the US markets through its bundled APIs from their platforms. Tradier is the first brokerage API company and its......

As a premium, one stop shop for investment decision support, we're proud to support your business. We help you find and validate new opportunities, time your trades, manage risk and communicate with key customers. Our research solutions harness an award-winning fusion of automated AI analytics, beautiful user interfaces and registered investment......

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What it is A license to Burgiss Transparency Data provides investment teams with information on the holdings of private capital funds. This data is continuously gathered from original source documents from managers, augmented with extensive research and uniformly classified, entered and checked. How a subscription works For existing users of our portfolio management......

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By utilising Kyckr’s unique, proprietary registry network, shareholder information is extracted in real-time from the respective corporate registry; returning accurate, current and legally authoritative information at every search. Accurate UBO verification UBO Verify is backed by our registry-sourced global company data to ensure compliance with the latest AML regulations. Accelerate the verification of UBOs......

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FundsCAB Corporate Actions:  Administration Cancellation of Listing Capital Reduction Capital Repayment Capitalization/Bonus Issue Change in Administrator Change in Fees Change of ISIN Change of Name Change Of Settlement Structure Change to Distribution Frequency Change to Investment Policy/Objective Compulsory Purchase Conversion Dealing Suspension Fund Closure Fund Launch Liquidation Merger Redomicile Return of Capital Scheme of Arrangement Security Swap Special Dividend Sub-Division Takeover ...

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Fields Available for unit investment trust Reference: UIT ID Action Flag Action Time ISIN US Code Local Code SEDOL Exchange Code Issuer Name Trust Name Security Name Security Description Deposit Date Maturity Date Distribution Date Distribution Frequency Tax Class ...

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The database contains market-level links between the DR and the underlying share. It includes: Coding and listing information. Ratio information, depository bank details. The level description and sponsored/unsponsored status. ...

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Research-quality data, Limited Partner-sourced The Burgiss® Manager Universe (BMU) provides global investors research-quality performance and behavioral data of unrivaled breadth and depth for private capital funds and their holdings that date back to 1978. The BMU dataset covers over 11,000 private capital funds and fund-of-funds, representing over $8.3 trillion in committed......

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The case information for all companies that file bankruptcy in the 94 U.S. Bankruptcy Courts is imported and updated daily, currently consisting of more than 500,000 bankrupt companies. In addition to a compressive database, we "track" and write news about every public company currently operating under Chapter 11 protection. This......

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The files also contain the specific income classifications needed for accurate and timely income tax reporting for each dividend payable on the security. NRA Exempt Income Dividend – Amount per share, exempted from additional withholding taxes on dividend/interest income, applicable to foreign entities (individuals, partnerships, corporations, estates, and trusts) from......

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The feed contains over 20+ fields, including: US Local Code ISIN CFI code Tickers Issuer name Easily crosscheck data with other providers using Financial Instrument Global Identifiers. Financial Instrument Global Identifier (FIGI) Financial Instrument Global Identifier Composite (FIGI composite) Financial Composite Ticker (Composite Level) (Tickers + Exchange Codes) Financial Exchange Ticker (Exchange Level) (Ticker + Exchange Code) ...

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Why VerityData Financial Research Software? Transform your fundamental research with crystal-clear primary datasets, time-saving tech, and expert analysis. Differentiated ideas - access meaningful insider activity, stock buybacks, and management changes as well as 10K, 10Q, SPACS, and more. Delivered with integrity - with Verity, investment professionals get clean, accurate, and structured intelligence. Pushed......

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Build the narrative and demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. No More Spreadsheets Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. No More Tedious Work Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices......

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The AI-enhanced research management system preferred by leading firms drive productivity, collaboration, and decision-making — without bulldozing your current process. Capture and share ideas - quickly centralize ideas in the RMS optimized for fund performance. Discover and consume research - find and contextualize research you need, lost, or forgot about. Boost workflows and collaboration -......

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Advanced analytics underpin Virtu's complete suite of client solutions and give you access to sophisticated algorithms and experienced trading desks to help you access liquidity, maintain anonymity and minimize market impact. Our tools and strategies are built to think like a market maker, backed by world-class quantitative analytics and an......

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VKey digitizes market data contract terms to enable data consumers to identify and understand key terms at a glance. VendEx Solutions’ team of seasoned market data professionals map contracts to 175 terms in 15 categories, leveraging Artificial Intelligence and Optical Character Recognition to accelerate this process. Clients load contracts into their......

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VMS provides the data you need to run your business efficiently. Every day, whether posting income or executing trades, you need a reliable data vendor that offers the most complete and highest quality products and services available. VMS Data offers banks, trust companies, brokers, recordkeepers, investment advisors, TPAs and other financial......

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VPort is VendEx Solutions’ vendor management portal deployed in Private Cloud Instances unique to each client. Taking inputs directly from Vendor contracts in VKey, VPort instantly deploys information into dashboards, giving vendor managers several reports instantly. VPort also integrates with clients’ Human Resources Systems via employee IDs to ensure services......

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This comprehensive database helps both the commercial and nonprofit clients elevate their campaigns, expand audiences, decrease acquisition costs, and increase revenue. Find wealthy prospects Extend your reach and grow your prospect pipeline. Professionals across industries leverage our wealth intelligence solutions to fuel strategies and ignite connections. Personalize your Campaigns Prioritize and personalize outreach in......

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Get granular with your prospect search! WealthFeed allows you to filter your search by your specific niche. Gain powerful insight on your current database Aggregate outside client assets and increase client retention Get alerted when one of your clients goes through a money-in-motion event....

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Let's have an overview WealthLink mines the wealth of data that we have on individuals and companies, in this case, all information in relation to the Chairman of Xiaomi, Jun Lei. Gain a well-rounded perspective with access to Jun Lei’s basic information, wealth distribution by geography or sector and an accurate......

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First published in January 2009, Wealth Manager delivers essential news, views and analysis to the wealth management community. ‘It’s the most comprehensive publication for the UK’s discretionary community, offering an unparalleled insight into the key issues shaping the industry,’ says Natalie Breen, head of the Wealth Manager channel. Breen says the......

Database built by humans Wealth-X dossiers are built, verified and updated by a team of 400+ researchers, ensuring you always have accurate details on the world's wealthiest individuals. Details make the difference Details in dossiers are substantiated by two independent, credible sources delivery accurate insight into wealth source, known associates and demonstrated interest. Your......

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EDI's Worldwide dividends will provide clients with access to worldwide dividend announcements sourced from more than 150 exchanges. Detailed information on both cash & stock dividends, including record, pay and ex dates, gross & net amounts Details of all currencies in which a dividend can be paid The ability to keep up with......

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Get direct access to corporate actions data and receive: Comprehensive information on all corporate actions events affecting US equities from over 150 exchanges worldwide, as well as, data for 29,000+ US Mutual Funds. Detailed announcements on many event types including dividends, takeovers, and stock splits So that you can efficiently keep track......

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The Evaluated Pricing Service provides prices on a wide range of fixed-income securities, including: Corporate Bonds Municipal Bonds Syndicated Bank Loans Agency MBS Non-Agency CMO CMBS ABS CLO EDI provides a high-level summary of the methodology used to calculate security prices. We acquire observable pricing data from trade reporting utilities and parse indicative prices from emails sent from the......

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Consist of two data sets: Official Shares Outstanding - Providing official figures sourced directly from local exchanges or company sources, as soon as they are published. The frequency of official updates varies from market to market. Updates can also range from daily to annually. Adjusted Share Outstanding - When corporate actions occur......

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WSJ Pro is the global, industry-specific membership that turns unrivaled reporting, insight and data into members’ competitive advantage. Developed for those who don’t accept the conventional wisdom and believe in building a competitive edge through fresh perspectives, WSJ Pro gives members access to high-quality insight and analysis. Pro members are always one......

A solution that injects insight directly into your workflow Deep data from a single source Get it all—from key developments to deep sector intelligence. Access 200+ data sets, including point-in-time financials, industry data, estimates, transcripts, Industry Classification, and GICS®—plus people intelligence, ownership, supply chain data, and more. Reliable delivery and management Hit the ground......

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...

The power of an institutional level platform. More than 50,000 stocks, ETFs, and mutual funds. 4,000+ financial metrics. Up to 30 years of history. The ease of a modern web application. No terminals. No installation. No crazy formulas and clunky interfaces. Effortlessly build charts, screens, and data series in seconds....

Just the truth No opinions or estimations. Always compliant Transparency withstands all scrutiny. Full customization Personalize to align with your client's values. SMA construction Equip your analysts with all the data they need to customize SMAs for institutional clients according to their specific values. Direct custom indexing Leverage our APIs to power the ESG experience for your in-house Direct Custom......

You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest......

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