Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.
Learn more
Sentieo
Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets. Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge.
Learn more
Synaptic
We enable Private Equity and Venture Capital investors to leverage the power of alternative data for sourcing, tracking, and due diligence. Alternative data provides rich signals on the universe of private companies, solving the problem of sparse availability of financial or traditional data. The most effective way to unlock investment insights is to build a holistic view of companies by consolidating alternative datasets to analyze their performance. Credit card data, retention cohorts, and bank transaction data. Product ratings, Net Promoter Scores, and user reviews. Web and mobile activity across domains and devices. Find companies relevant to you with detailed query-based searches. Get performance signals on companies with multi-metric analysis. Use our AI-suggested peer comparison, or set up your own peer group for the companies you want to track.
Learn more
Finclout
Our AI-powered platform streamlines the research process, providing you with quality audiovisual information from trusted sources. Financial news is everywhere, but understanding its impact on your investments can be a challenge. Stay ahead with contextualized financial news. Join our community of like-minded investors and earn rewards for your valuable insights, questions, and answers. Be part of our DAO. Stay ahead of the curve with our up-to-date and comprehensive content platform. Say goodbye to outdated news and hello to a seamless investment experience. Our platform augments every post with the latest social, qualitative, and quantitative information, ensuring you have access to the most accurate data. Effortlessly syndicate your content across multiple channels and stay on top of the retail investing game. We listen on social platforms to a panel of pre-vetted high-clout key opinion leaders.
Learn more