To resolve limited market coverage and disconnected strategy communication, automated screening tools instantly expand research capabilities across thousands of global assets.
Standardised ratings and direct front-office integration provide the necessary framework for absolute portfolio consistency while seamlessly aligning investment management with client advice.
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Challenges of the segment
Problem
The global investment universe is vast and complex, making it difficult to identify the right opportunities quickly. Advisors drown in time-consuming data analysis and risk missing relevant market ideas.
Most CIOs restrict their focus to a defined list of 100–300 stocks due to resource constraints. This creates a restricted investment scope and major blind spots outside their core focus list.
Portfolio managers define strategies, but updates are often shared manually or inconsistently. Advisors lack the latest views, creating a severe gap between investment strategy and client advice.
Many firms struggle to clearly communicate shifting portfolio strategies down to frontline advisors. Information is shared manually, updates are easily missed, and a severe gap forms between the official investment strategy and actual client advice.
Proprietary research and house views are frequently siloed across separate systems and unready for client distribution. Without an easy way to merge these insights with external analytics, firms ultimately waste the true value of their internal expertise.
Solution with
Screen global markets, sectors, stocks, and funds by combining over 40 technical, fundamental, and risk parameters. Define your own filters and investment style to instantly cut through the data noise.
Instantly extend your coverage from a few hundred stocks to over 6,000 globally. Your internal views always override the analytics, keeping you in full control while seamlessly filling the gaps.
Share your latest views and strategies by linking directly with front-line relationship management tools. This ensures advisors always work with your most recent opinions to eliminate strategy gaps.
We integrate your proprietary research and recommendations with our global analytics into a fully customizable, white-labeled platform. This seamlessly combines internal and external insights to deliver one unified investment framework.
We deliver your latest investment strategies directly to front-line relationship management tools. Advisors always work with your most recent opinions, ensuring total alignment between portfolio management and client advisory.
Navigate
Complex markets. Countless choices.
We help you navigate with clarity, structure, and signal.
RM then helps relationship managers use the research directly in their work. It connects analysis to client-facing communication and internal workflows
We provide
Result
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Decide
Good decisions need more than information. They need a clear, repeatable investment framework.
RM then helps relationship managers use the research directly in their work. It connects analysis to client-facing communication and internal workflows
We provide
Result
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Communicate
A strong investment process only creates value when insights are shared clearly across the organisation.
A strong investment process only creates value when insights are shared clearly across the organisation.
We provide
Result
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