Monitor Key Holdings, Benchmarks, and Indicators
Rather than spending hours sifting through the news to find a closing price or expected dividend, you can build a Custom Email Report to receive the information you value regularly and in an intuitive, sharable format. View summary data on key holdings, investment opportunities, market benchmarks and macro indicators in a streamlined view.
Communicate with Clients Consistently & Effectively
Provide holistic recommendations by including a snapshot of data to
accompany your commentary & advice. Build multiple Custom Email Reports to provide client-specific information on major holdings, engaging clients in a simple and personalized way, all with minimal time & effort.
Stay Alert of Upcoming Events & Risk Exposure
Regardless of investment strategy, important events often affect the risk a position may carry during a trading session. Custom Email Reports keep you up-to-date on earnings calls, dividends & announcements for your most important holdings with personalized calendar alerts.
Try Email Reports for yourself.
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In one platform to drive idea generation, portfolio construction, analysis, visualization, and communication.
Covering thousands of metrics on 25k+ equities, 40k+ mutual funds, and 26k+ indices, and 400k+ economic indicators.