We have designed our single API to be extremely easy to implement, with full deployments in as a little as a few days. It is ideal for prototyping, rapid development, and A/B testing.
Produce customized, understandable before-and-after reports for your advisors and their clients.
Easily add Risk Scores, ESG, and other Metrics to an existing technology tool at a reasonable cost.
Easily explain plan trade-offs for the other 90% of an advisor's clients.
Enable compliance officers and fiduciaries to monitor portfolios for appropriate risk and IPS compliance.
Help advisors to construct client portfolios in a visual optimization tool.
Add your own calculations to a cost-effective, high-performance environment.
Allow advisors to create custom index portfolios with ESG and style tilts.
Wrangling many awkward market data sources through a few lines of code.
Average API Response Time
Analytics on Every Traded Asset
To Add a New Analytic
Across Time-Periods and Base Currencies
Existing vs Proposed Portfolios
Historical and Hypothetical Scenarios
Morningstar, Refinitiv, Lipper and FinMason data
Across multiple dimensions
1-100 FinScore(TM) and Global 16 Factor Model
Good/Medium/Bad cases for Portfolio Projections
Scores and components for Equities, Funds and Portfolios
Get up and running in a few days.
Fully platform independent API that delivers all of our analytics and data. Very short integration times.
Fast API response times for a delightful user experience (50 millisecond typical calculation time) at massive scale.
Global funds, stocks, bonds are covered and we have over 1,000 different analytics.
Easy and fast to add new analytics. Ask us to create your own custom statistics.
Ability to calculate up to 7 billion analytics a day.