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Professional


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Enterprise Professional Standard
CUSTOMIZATIONS
Dedicated Support
Firm-branded Reports
Custom Colors & Logo
Custom Disclosures
Sharing Charts, Screens & More
Proprietary Strategy Oversight & Sharing
Managed Research Lists
Compliance Controls
Firm-wide Implementation Support
Open to Bespoke Integrations
TOOLS
Dashboard
Fundamental Charts
Custom Ratios, Spreads & Correlations
Technical Charts
Quickflows ALL ALL SELECT
Stock Screener
Fund Screener
Model Portfolios
Custodian Integrations
Custom Portfolio Reports
Custom Securities
Email Reports
Scatter Plot
Scoring Models
Comp Tables
Timeseries Analysis
Excel Add-in
Report Builder SELECT ALL
DATA
20K+ Stocks
45K+ Mutual Funds, ETFs & CEFs
250K+ Economic Indicators
Market Indices (S&P, BBG, MSCI & more) ALL ALL SELECT
Custom Benchmarks
4,000+ Financial Metrics
Fwd. Estimates for Select Securities
Environmental, Social & Governance (ESG)
For stocks, funds and ETFs & portfolios
Analyst Estimates & Recommendations
Price Targets (Stocks)
Separately Managed Accounts (SMAs) + $ + $ + $
Sector & Industry Data
30+ Cryptocurrencies
SUPPORT & MORE
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