This multi-dimensional research platform helps the Wealth Manager oversee their investment process and delivers insights you can share with your clients and prospects.
Add-Ons include: Thematic Opportunities, North America Stock Selection
Research for small-to-mid size advisors/wealth managers that provides market insights, select indicators and reports covering economics and investment strategy. The full ETF selection offering, as well as Stock Focus Lists and key stock selection tools, are included.
Larger advisors/wealth managers would benefit more from our institutional offerings.
