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, 5,000 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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| Earnings revision trend |
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| Price potential |
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| Medium term technical trend |
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| Relative performance |
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Risk
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| Bear Market Factor |
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| Bad News Factor |
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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
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