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theScreener CIO
theScreener RM
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Audience

Relationship managers & Private wealth

Empower your practice with transparent, data-driven investment research

We empower wealth managers with transparent, data-driven research and actionable investment insights that strengthen client conversations.

From personalized ideas to market-wide signals, our reports and tools help you move from data to confident advice — faster.

Challenges of the segment

We equip advisors with clear, consistent investment insights — either on our web application or integrated into their existing systems via datafeed.

Problem

No immediate answer when clients ask

Clients call when it matters and expect answers on the spot. Advisors often lack a clear, ready-to-use answer, which risks losing client trust and professional credibility.

Information scattered across multiple systems

To prepare a client response, advisors must waste time checking internal research, emails and external sources. This fragmented process is highly time-consuming, inefficient, and inconsistent.

High effort to deliver professional client communication

Transforming raw investment data into client-ready communication takes too much time. Writing summaries, simplifying jargon, and translating content into different languages creates a major operational bottleneck.

High effort to deliver professional client communication

Advisors lose precious time manually transforming raw research into polished, client-ready communication. Between drafting summaries and simplifying technical jargon, the process becomes a major bottleneck — resulting in delayed responses and missed opportunities.

Data overload, but no decision support

Trading sites and apps provide vast amounts of financial data — but little actionable insight. Retail investors feel overwhelmed and lack confidence to act.

Solution with

Immediate readiness 
in the moments that matter

Gain instant access to structured insights, clear key points, and signals across global stocks and funds. Advisors can respond with absolute confidence, even to unexpected or out-of-the-box client ideas.

All relevant information in one place

Access a centralised platform that combines your in-house research with external analytics. RMs get everything they need in a single view with no more searching across disjointed tools.

Clear, professional communication 
without extra effort

Automatically generate white-labeled, multi-language reports directly from the system. Advisors can deliver polished, high-quality outputs and exceed client expectations with virtually zero manual prep work.

Deliver client-ready output instantly

We deliver automated, white-labeled reports with full multi-language support for professional communication without the extra effort. Advisors easily exceed client expectations with virtually zero manual prep work.

Convert data into clear, actionable decisions

We simplify complexity and guide users toward decisions — without requiring deep financial expertise.

Designed to streamline your investment strategy and empower your team with consistent client insights

theScreener RM

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theScreener CIO/RM Master

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How to activate

Equip

Everything advisors need, in one place. All internal and external insights unified in one advisory workspace.

RM then helps relationship managers use the research directly in their work.  It connects analysis to client-facing communication and internal workflows

We provide

In-house ratings, house views and theScreener research in one place
Fast access to reports, key points and client-ready insights
One workspce for consistent and efficient preparation

Result

Advisors are equipped with everything they need for client conversation

Empower

Answer any client question with confidence. Clear inputs create clear answers.

RM then helps relationship managers use the research directly in their work.  It connects analysis to client-facing communication and internal workflows

We provide

Combined in-house and theScreener perspectives
Key points, ratings and reports that are easy to explain
Clear, client-ready insights for every conversation

Result

Advisors respond faster, more clearly and more confidently

Exceed

RM then helps relationship managers use the research directly in their work.  
It connects analysis to client-facing communication and internal workflows

RM empowers relationship managers 
to exceed expectations in every client conversation. It transforms research into better answers that build stronger relationships.

We provide

Users discover what to buy or sell
Users discover what to buy or sell
Users discover what to buy or sell

Result

Users discover what to buy or sell

Deliver instant, high-quality advice to every client

Equip your team with instant, reliable insights and automated, white-labeled reports that exceed client expectations with zero manual effort.

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