Uncover Personalized Strategies with
Strategy Builder™
Enable your investors to define and evaluate well-suited investment strategies.
Tailored
Ideas
Seamless
Integration
Transparent
Analysis
Robust
Stock Filters
Discover opportunities from a universe of stocks with over 65 different factors including fundamental, technical, and quantitative criteria.
Expert-Curated
Themes & Screens
Premade expert screens and topical lists provide a starting point for investors searching for new opportunities.
Historical Strategy
Backtesting
Let investors test the historical performance of their strategy against a benchmark index and refine their approach.
Keep Investors Informed
While Driving Loyalty
Our built-in email alert system notifies investors of key changes to their strategy—keeping them informed and connected to your platform.
Seamless Integration
on Your Platform
Our solutions are responsive, mobile-ready, and flexibly integrated throughout your investing ecosystem to support your brokerage goals.
MCP
Give any LLM application institutional-grade market analysis and actionable trade ideas through a single connection.
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API
Create a unique experience by integrating relevant financial data and insights across key moments. Developer-friendly.
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iFrame
Go to market quickly with a pre-built HTML interface. Robust customization capabilities to elevate your brand.
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Innovation Meets Compliance
We are ISO/IEC 27001:2022-certified and registered with SEC, SFC & Anacofi, underscoring our commitment to regulatory standards, cybersecurity, data privacy, and risk management.
