theScreener CIO/RM Master
theScreener CIO/RM Master brings in-house research and theScreener content together, all in one place.
Designed to connect asset management and client advisors via our web applications.
Create, structure and update investment views in one central web application.
Decide which in-house and theScreener content is shown across the organisation.
Blend proprietary house views with independent analysis, giving advisors immediate internal context while automatically filling data gaps.
Customize the RM workspace by activating specific research modules and asset classes, aligning the platform directly with your internal advisory workflows.
Integrate proprietary research and asset lists, granting complete control over advisory workflows to deliver a tailored, scalable solution.
Distribute internal updates and strategic guidance directly within the RM environment, embedding house views into the daily advisory workflow.
Define your individual investment style with ease by selecting from fundamental, technical, valuation, and risk parameters to propose the best choices for your portfolios.
Our solutions — from CIO applications to seamless Data Feeds — are built to be different. We translate complex financial data into intuitive, high-performance tools designed specifically for professional investors who require a distinctive edge in their digital ecosystem.
Our reputation is built on a quarter-century of excellence. We are the partner of choice for Fortune 500 companies and top-tier global banks, providing coverage of thousands of equities and funds across 44 countries — evaluated with a frequency that meets the demands of the modern market.
We provide boutique-level attention with institutional-grade reliability. We believe in transparent communication and dedicated support, treating every client relationship with the seriousness it deserves while remaining agile and easy to work with.
Meet a modular suite of solutions that seamlessly aligns portfolio strategy with client advisory to deliver clear, consistent insights.
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The CIO solution provides institutional-grade market intelligence to steer portfolio strategy with confidence. Built on our rigorous, fact-based quantitative model, it offers a high-level overview of global market trends and individual stock health — allowing investment leaders to align house views with objective data.
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The RM solution is designed for the front office, transforming complex quantitative data into intuitive visuals. Relationship Managers can provide instant, transparent evaluations of client portfolios, fostering deeper trust through clear, objective evidence that justifies every investment recommendation.
