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Home Solutions Equity Sales Research Management

Access and Manage Proprietary Research Data

Combine your firm’s data, such as price targets and recommendations, with real-time data and market data in a variety of displays.

Chart analyst performance and other metrics.

See research management in action.

  • Access your research data such as analysts, coverage lists, recommendations, and price targets in real time 
  • Display metrics such as analyst performance since recommendation date 
  • Manage client communications with a direct channel to submit trade ideas and track their performance
  • Group charts by analyst name and click on an analyst name to see how far above or below stocks under coverage are versus the consensus 
  • Compare internal broker estimates and recommendations to the Street alongside consensus and detail level analyst revisions and surprise history
  • View broker recommendations alongside sell-side research reports and your own internal analyst recommendations

 

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