Unifying the communication of market & client data

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We provide high-quality data aggregation, enrichment and curated access to industry knowledge bases with our global technology platform, delivering the volume, speed, and personalization that the industry has come to expect

4000+

Data feeds integrated

1500+

Unique data sources

175+

Third party providers

563M+

Peak page views in one day

165M

Average logins / month

11B

Peak monthly webpage views

7.8ms

Average quote call time

2.9B

Peak monthly API Calls

An intelligent, scalable
data and technology
platform

Using thousands of unique data sources combined with custom tools and applications for advanced analytics, calculations, and other derived content, we provide high-quality data aggregation and enrichment in a fraction of the time and cost a ground-up solution would require. With the scale and leverage of our custom-build technology platform, you can deliver the volume, speed and performance that your users expect.

SaaS Platform

Your custom design UI/UX

Performant, portable and custom user experiences that power sophisticated and intuitive experiences that drive high client satisfaction and support custom enhancements.

Adopt our digital apps any way you want

Desktop/Mobile

API/Files/Feeds

Embedded Property

Understand more about our Studies and customization options

APIs

We can deliver customized global financial data at speed with flexibility with modern APIs.

Business applications & engines

We have a deep expertise in design as well as engineering centered around innovative financial user experiences. Our platform enables rapid delivery of high quality, off-the-shelf or fully customized and seamlessly integrated features for clients across the financial industry.

Markets Digital Apps

Bring market data to life with data visualizations that are simple, approachable and made for every persona.

Client Digital Apps

Leverage a suite of digital apps to create best-in-class experiences for your clients, no matter the persona.

Advisor Digital Apps

Leverage a suite of digital apps to drive advisor efficiency, improve communication and develop good habits.

AI Suite Digital Apps

Power your digital experiences with intelligent AI insights you can trust.

Understand more about our options for customization

Data aggregation & normalization

Our platform has a powerful cross-referencing database and applications to create and manage real-time data linkages across all sources and industry identifiers. This allows our clients to leverage data as knowledge, personalize experiences and derive insights.

Our data process is:

1

Ingest

2

Normalize

3

Cleanse & Validate

4

Store & Access

5

Cross Reference

6

Aggregate

Understand more about our data aggregation & normalization options

Data sourcing & ingestion

We have established relationships with a large number of data providers that help you meet specialized requirements. We consume and manage over 4,000 unique feeds from 175+ third-party data providers, all beautifully integrated and normalized to deliver you ready to use, purpose-built visualizations and data.

Market Knowledge

Client Knowledge

Our Data Warehouse is built to support the complexities of banking, investments and wealth management.  Equipped with Data Pipes, our platform can seamlessly connect securely to any of your internal and cloud-based systems, to power real-time client and advisor digital experiences.

Understand more about our data sources

Get in touch today

Let us help you achieve your goals.

Start with a Solution Design Study to establish your baseline.