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Better serve clients with a portfolio-based view of the market

  • See portfolios in aggregate or grouped by various factors (sector, industry, asset class)
  • Get a quick view of the portfolio's valuation, its gain/loss since inception and for the day plus any cash holdings
  • Drill down to get detailed data per security including holdings data and valuation, real-time market data, fundamental data, charting and news
  • Get alerted to news that impacts portfolios under management from providers including Dow Jones and MT Newswires