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Empowering Investors
 

theScreener Reporter

Offer better customer service with top reports

Exceed your customers' expectations with fast and consistent responses to their requests. Provide your advisors with research reports on stocks, markets, industries and funds. Right at your fingertips, you will have:

  • Unbiased evaluations of 15,000 funds, 6,000 equities, 100 industrial sectors, 50 indices and 40 markets
  • Ready-to-hand-out research reports in the language and visual presentation of your choice

Upside Rating

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Risk

 
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theScreener Insight

Profit optimization toolkit

The following tools provide you with a cost effective approach for improving your advisors’ efficiency, flexibility and cross-team consistency:

  • Integration of equity and fund ratings in your bank's internal software
  • Overview with targeted alternatives for your clients' portfolio positions

Our Product

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How it works