Solution introduction
Filters & Criteria
Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile.
Predefined and Saved Strategies
Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to create screeners that can help their novice users who may not know where to start. They can simply click on the preset to find stocks. Users can also create and save their own strategies as they gain more experience.
