Workspace for Analysts and Portfolio Management A customized workflow solution for the analyst and portfolio management community. AlphaDesk: Multi-asset class, order management and portfolio management for buy-side Multi-asset class, order management and portfolio management for buy-side. Lipper for Investment Management Providing impartial fund performance data in a precise, granular fund classification system.
DataScope: Plus For EOD pricing and intra-day reference data. DataScope: Select 80m+ active and retired solutions on demand. Datastream: Explore trends, test ideas, develop viewpoints. Quantitative Analytics: Manage and integrate quantitative analysis. Verified Entity Data as a Service Ensures risk data compliance with regulations.
Data feeds. Discover, integrate, enrich and consume the content you need. Reference data, analytics, and pricing services. Enhance your workflow with our cross-asset data analytics, reference and pricing services. Data management and delivery Data mapping capabilities, end-to-end data architectures and modern entitlement system.
A Financial Consultant takes the time to get to know you before recommending a diversified portfolio for your needs
Based on your needs, we tailor your portfolio according to your investing goals, tax situation, and strategy preferences
Get the benefits of professional portfolio management with a low initial investment and advisory fees ranging from 4.65% on ROI ( return of Investment )
With our digital dashboard, you always know what you’re invested in, how your portfolio is performing, and exactly what you’re paying
We work with you to choose a portfolio, and then do all the buying and selling for your account based on your needs.