Dramatically increase revenue per producer. Multiply your salesforce. Increase hit-ratio with accounts.
Find more needles in the haystack with our custom rules builder. Create simple or complex rules and matches across many sources of data, no matter if it is our data, market data or your data.
Earn ROI before committing resources. Reduce the time to deployment. Data can be loaded or exported via a feed or manually. We integrate Bloomberg Message Parsing, ATS connections via a FIX engine, API, Excel, CSV, FTP and more.
One system to fit any investment style, asset class focus, any data used, workflows & multiple existing systems. User and asset class defined views are created so that each user sees exactly what they should see. Custom columns and views.