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stock screener & equity research with fundamental analysis
THESCREENER CIO
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Empower Your Client Advisors to Exceed Client Expectations.

✔ Ideal for private banking

✔ Comprehensive market overview

✔ Equity and industry insights

✔ Multilingual reports

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Empower your Client Advisors

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theScreener RM provides Client Advisors direct access to the broadest range of independent research globally. Based on high-quality data and proven methodologies, theScreener RM supports them in reverse inquiry situations and enhances client communications in general.

Our research covers both equities and funds worldwide and is based on a completely unbiased quantitative approach. Investment decisions based on theScreener’s research reports are easy to understand, completely transparent and fully documented. Receive an up-to-date and cost-effective research solution which is compliant with current and future regulatory requirements. With theScreener RM, you achieve a consistent and insightful approach to your research needs which will exceed your clients’ expectations.

theScreener RM – Factsheet

Selected Features:

Context analysis

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  • Market reports
  • Industry reports
  • Reports on 100 sectors (Examples)

ESG

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  • Ratings provided by Inrate
  • More than 3‘000 companies worldwide
  • More than 12‘000 funds

Investing ethicallly has never been easier.

RM ESG

Investment alternatives

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  • Tops and flops
  • Suggestions based on customer preferences

Technical specifications

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  • Quality controlled data on 6’000 stocks, 40 markets, 18 industries, 100 sectors and 15’000 funds/ETF,s including ESG
  • Our ratings are updated every Wednesday and Saturday morning (CET)
  • Our service is hosted on a secure Swiss server with backup servers in France

FROM EXPERT TO EXPERT

Let one of our staff members give you an online demonstration in 15 minutes showing what theScreener can do for you.

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Partners

To provide you with the best possible performance and seamless integration, we work with leading industrial companies and specialist suppliers.

Interactive Brokers
MorningStar
guide.capital
inrate
Factset
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avaloq
YukkaLab
FIS
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Alphasys
Infront
SIX
ARTBnk

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