theScreener RM — Sophisticated clarity for client engagement

theScreener RM centralises research, insights, and reports so Client Advisors can work more efficiently and consistently.

Ideal for private banking

Designed to empower client advisors to exceed expectations in client conversations.

Comprehensive market overview

All relevant market insights in one place, ready for every client conversation.

Multilingual reports

Create multilingual reports to support consistent and professional client communication.

Unified investment research access

Centralized interface equips managers with comprehensive quantitative analytics, while an optional module integrates proprietary house views into a unified advisory workflow.

Intelligent investment screening

Unified workflow integrates market criteria, internal investment lists, proprietary signals to accelerate opportunity discovery and find investment ideas across advisory teams.

Instrument overview

Structured single view provides a comprehensive security snapshot, equipping advisors with instant data-driven insights and single-click, multilingual client reports.

Multilingual investment reports

Investment reports leverage rule-based insights to transform complex financial analysis into scalable communication for advisory workflows and client interactions.

Compare feature

Evaluate multiple stocks across key metrics and proprietary signals, utilizing dynamic filtering, Excel exports, and one-page PDF reports to streamline advisory preparation.

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 deciding

Empower your team to make better investment decisions in less time through a structured, systematic methodology — ready for immediate use with no IT project required.

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theScreener CIO and RM Master

By combining theScreener CIO and RM Master, your firm creates a unified investment portal

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Unified strategic control
Enhanced client confidence
Radical Efficiency

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 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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theScreener Reports

Quality reports for all channels

theScreener multilingual reports deliver unparalleled user value for every touchpoint - from client advisors to end user platforms.

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Empower client’s advisors. Exceed expectations.

Ideal for private banking

Comprehensive market overview

Multilingual reports