Integrated Broker Workstation

Wealth Management Desktop

Portfolio Management

Fixed Income Inventory

Research Dashboard

Accessibility

Through one integrated web-based solution, you will have access to top rated independent research providers.

Coverage

Provides a wide array of research covering thousands of stocks, municipal entities, and individual funds.

Cost

By combining research from different providers in one tool, the cost for the information is driven down dramatically.

Flexibility

Customizable dashboard layout to incorporate the research items you want to view.

Alerts

Provides email notifications of upgrades / downgrades of followed stocks and alerts users of when daily and weekly reports become available.

• All major indices listing including Dow Jones Industrial Average, S & P 500, NASDAQ
  
  
• Last volume, change (%, net), day’s high/low, etc. along with price charts for each index
  
  
• Gainers and Losers including top 5 gainers, bottom 5 losers, intraday price chart
  
  
• Upcoming earning announcements calendar
  
  
• Customizable ticker tracking
  
  

Research information providers included in Standard Subscription:

Argus Equity & Market Research

Argus has been providing quality independent equity research for 70 years. It has a number of systems and procedures designed to ensure that the products – primarily Argus’ opinions are generated through high quality techniques. To learn more about Argus, click here to view a report.

To learn more about Argus, click here. (PDF)

Best Independent Research, LLC

Best Independent Research (BIR) is an exclusive consortium of veteran independent research organizations in the United States. BIR was founded on two principles: equity research should be valued by the performance of its recommendations and individual investors should have access to the best firms.

The firms included in BIR are:

• Thomas White International, Ltd.
• Ativo Research, LLC
• Channel Trend Research, Inc.
• Columbine Capital Services, Inc
• Ford Equity Research, Inc.

To learn more about BIR, click here. (PDF)

Moody’s Fixed Income Research

Moody’s provides individual reports on corporate, financial institution, sovereign and municipal entities. These reports will give you access to Moody’s sophisticated credit analysis, a historical view of ratings and public pricing information.

To learn more about Moody’s, click here. (PDF)

Premier Subscription includes all of the information in the Standard Subscription, plus:

Lipper

Lipper was founded on the principle that investment companies that manage and sell funds, and investors who buy them, deserve the most comprehensive and accurate fund analysis and relevant comparisons. This philosophy, developed three decades ago, remains Clipper's focus as we expand our business in the United States, Europe, and Asia.