theScreener Reports — Institutional intelligence, seamlessly integrated

theScreener Reports generates fully white-labeled, multi-language factsheets to elevate your professional client communication.

Tailored for client-facing advisors

Instantly deliver professional, client-ready insights without any manual writing or prep work.

Automated factsheets and summaries

Generate clear, structured investment narratives that explain the case without data overload.

White-labeled, multilingual outputs

Apply your own branding and provide high-quality reports in multiple languages effortlessly.

Equity and fund reports

Comprehensive single-stock and fund analyses combining quantitative signals, valuation metrics, and risk indicators in one structured report — ready to share with clients or embed into your advisory workflow.

Sector, Market, Indexes

Go beyond individual stocks: deliver sector overviews, cross-market comparisons, and index summaries that add strategic context and help clients understand where opportunities and riskslie at the macro level.

Multilingual

Produce reports in multiple languages without additional effort. theScreener automatically localises content for your international client base — ensuring consistent quality across markets.

Whitelabeling

Publish reports under your firm's brand identity — logo, colours, typography, and layout. Clients receive a seamless experience that reinforces your brand at every touchpoint.

Integrate In-House view to our Report

Merge theScreener's independent analysis with your firm's own recommendations and qualitative factsheets. Clearly marks what is part of your defined investment universe and embeds your in-house opinion directly in the report.

Report format

Every report can be tailored to the situation. Choose a one-pager for concise, high-frequency client communication, or a multi-pager for in-depth analysis suited to investment committees and institutional presentations. In both cases, you decide whether to include the independent theScreener rating — or omit it entirely for firms that rely on their own proprietary scoring system.

Tailored investment philosophy

Define your individual investment style with ease by selecting from fundamental, technical, valuation, and risk parameters to propose the best choices for your portfolios.

Radical product uniqueness

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.

Universal coverage at scale

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.

A partnership of transparency

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.

Stop searching and start guiding.

Differentiate your digital platform with investment content that inspires ideas, validates opportunities and supports trading decisions.

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theScreener RM

By combining theScreener Reports and RM, your firm creates a unified portal for client advisory.

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Instant client-ready output
Unified advisory insights
White-labeled multi-language support

theScreener CIO

Strategic oversight  for investment leaders

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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theScreener Master

Unified wealth management ecosystem

Master bridges the gap between institutional strategy and personalized advice, offering Relationship Managers and Portfolio Managers a single, unified framework. This ecosystem integrates our complete intelligence stack — from CIO-grade analytics to RM-friendly visuals — to empower every layer of wealth management.

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theScreener RM

Sophisticated clarity for client engagement

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.

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theScreener Feed

Digital content for difference

Global coverage of equities, markets, sectors and funds. theScreener Data Feed is our premier API solution, engineered for effortless integration into your core banking, portfolio management, and brokerage ecosystems.

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Eliminate manual writing. Deliver client-ready outputs.

Tailored for client-facing advisors

Automated factsheets and summaries

White-labeled, multilingual outputs