Get a clear view of your portfolios, holdings, performance, securities, and ancillary data with our investment analytics and intelligence platform.
Access historical or Real Time information for Funds, Securities, Holdings , Transactions , Performance and more. Take advantage of our flexible dashboard views or generate pdf, excel or csv files to share with others within your organization or with your customers.
- Historical Holdings Dashboard
- Weights, Market Values and Analytic changes by Quarter, Month, Week or custom date range
- Unlimited levels of grouping by Sector, Industry, Ratings, and more
- Compare Fund Historic holding changes to Benchmarks, Indices, Models or other Funds
- Custom reports tailored to what's most important to you
- Ad-hoc and on-demand reporting and analysis capabilities