Who we are

By blending fundamental, technical, and risk metrics into a single, actionable framework, we generate premium financial content to assist investors in their decision making.

Our services range from empowering institutional investors to delivering a visible edge to retail trading solutions.

Designed for the architects of modern finance

Digital platforms & Brokers

Converting market inspiration into executed trades

To resolve user inactivity and data overload, our insights guide investors through a seamless journey from initial curiosity to validated action.

Personalized signals and concise analytical summaries provide the neccessary comfort for confident trades while driving platform retention.

Private wealth

Centralizing global insights
for instant client response

Advisors get access to ratings, risk indicators and investment summaries across a broad universe of equities and funds – ready to use in client conversations or reporting.

Internal house views can be combined with theScreener data, giving teams a consistent, structured basis for investment discussions.

Asset & Portfolio managers

Automating global market screening and portfolio consistency

Automated screening across 6,000+ global instruments using a rigorous, multi-parameter methodology — saving time and ensuring consistent evaluation at scale.

Quantitative ratings, risk indicators and structured investment data help portfolio managers identify opportunities, monitor holdings and maintain a consistent investment approach across their entire universe.

Why choose us

A multi-dimensional methodology

We transcend traditional analysis by blending fundamental, technical, valuation, and risk metrics into a single, cohesive framework. Our proprietary algorithms are the DNA of our products, delivering radical clarity and repeatable, documented results.

Proven institutional scale

Our reputation is built on a quarter-century of excellence. We are the partner of choice for Fortune 500 companies and top-tier global banks, providing coverage of thousands of equities and funds across 44 countries — evaluated with a frequency that meets the demands of the modern market.

A partnership of transparency

We provide boutique-level attention with institutional-grade reliability. We believe in transparent communication and dedicated support, treating every client relationship with the seriousness it deserves while remaining agile and easy to work with.

Radical product uniqueness

Our solutions — from CIO applications to seamless Data Feeds — are built to be different. We translate complex financial data into intuitive, high-performance tools designed specifically for those who require a distinctive edge in their digital ecosystem.

Key products

theScreener RM

Sophisticated clarity for client engagement

The RM solution is designed for the front office, transforming complex quantitative data into intuitive visuals. Advisors can provide instant, transparent evaluations of client portfolios, fostering deeper trust through clear, objective evidence that justifies every investment recommendation.

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theScreener CIO

Strategic oversight 
for investment leaders

The CIO solution provides institutional-grade market intelligence to steer portfolio strategy with confidence. Built on our rigorous, fact-based quantitative model, it offers a high-level overview of global market trends and individual stock health — allowing investment leaders to align house views with objective data.

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theScreener Master

Unified wealth
management ecosystem

Master bridges the gap between institutional strategy and personalized advice, offering Relationship Managers and Portfolio Managers a single, unified framework. This ecosystem integrates our complete intelligence stack — from CIO-grade analytics to RM-friendly visuals — to empower every layer of wealth management.

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theScreener Feed

Digital content for difference

theScreener Feed delivers quantitative investment data – ratings, risk indicators, KeyPoints and reports – directly into your platform via API or data feed. Ready to integrate, covering equities, funds, markets and sectors globally.

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theScreener Reports

Quality reports for all channels

theScreener multilingual reports deliver unparalleled user value for every touchpoint - from client advisors to end user platforms.

Explore

Partner with the best

MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI
MSCI

Turn market complexity
into your competitive edge

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