MIND Events™ Technology

Leverage over 140 real-time market insights curated by intelligent monitoring systems. Reduce information overload while keeping advisors and clients up to date on pertinent events with actionable updates.

0.7%

Lift in trades
per client

45%

Unique visitor
interactions

  • How do MIND Events work?

    Our MIND Events system monitors key events from our 4,000 data feeds and real time quotes streams to identify significant corporate actions, ratings changes, among others, happening in global markets. We highlight the data that changed and can combine it with additional detail for added context to build understanding.

    Event-Driven

    Broad universe of events

    +1%0 Market Events

    • Price, Volume and Technical Indicator changes
    • Split and Dividend announcements and ex-dates
    • Earnings Announcements and Consensus revisions
    • Research rating changes and new reports
    Customizable

    Client-configurable importance ranking

    Off the shelf scoring of 3 configurable tiers

    • Add Proprietary Research for branded integration
    • Adjust Event Priorities and relative Event scoring model
    • Event details and relevant context with SmartText
    Personalized Portfolio-based importance ranking
    • Focus events on a client's specific holdings or watchlist
    • Prioritize securities with higher portfolio weights
    • Group events for filtering

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