Conduct high quality research in less time with impactful workflows condensed into single-click efforts
Identify suitable replacements for portfolio holdings
When making changes to a portfolio or strategy, find lower cost alternatives, similar funds with better category rankings, or evaluate an entire fund family in just one click. Expedite research for tax-loss harvesting and optimize portfolios for your clients’ goals.
Use historical events to stress-test investment strategies
Explain portfolio strengths and weaknesses in the context of market drawdowns with economic impact scenarios. Visualize a strategy’s hypothetical performance through key events like increased volatility, a market correction, rising interest rates, and more.
Build automated visuals and tables to compare securities
Add up to 12 securities to the Quickflows Comparison list and with a single click, run a correlation analysis, visualize earnings misses and beats, or create tables for performance, risk, fundamental, and ESG comparisons.