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Home Solutions Wealth Managers Internal Research

Improve Communication and Integrate Supporting Data

Streamline your access to internal research and supporting data.

Share, track, and organize investment ideas to make your decisions transparent and increase efficiency on your team:

  • Leverage internal research notes, recommendations, scores, and price targets and communicate relevant information about investment opportunities
  • Compare broker recommendations alongside sell-side research reports and your own internal analyst recommendations
  • Access your firm's internal research with ease by integrating internal price targets, rankings, and recommendations into price charts, quote displays, and portfolio monitors
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