Enable complete universe of your institution's approved assets across all asset types, equities, bonds, mutual funds, ETFs, structured products, hedge funds, private equity, and insurance-linked products. Filter by asset class, region, currency, risk rating, and more to shortlist relevant options. Each product is backed by real-time market data, linking directly to a digital factsheet with current metrics and documentation.

Group multiple investments into baskets and compare them across risk, performance, fees, and holdings. For similar assets, side-by-side analysis delivers clear differentiation across key criteria. Advisors gain the tools to support client recommendations with precision and clarity.

Access a wide range of benchmark indices from top market data providers. Run comparisons across single securities or full portfolios with interactive visual tools. Performance attribution and risk breakdowns help advisors justify investment decisions with data clients can trust.