Best Financial Research Software in Brazil

Our cutting-edge competitive intelligence will help you increase your AUM. Flowspring can help you launch new products, improve your marketing strategy, optimize product pricing, and develop distribution strategies. Our actionable analytics can help you make the best decisions. You may think that you are only competing with funds in your category. This is a mistake. Flowspring identifies your competition as the funds from which you are losing or winning the most assets. This can also include funds outside of your category. The magnitude of your competition with other firms can be quite different, which makes it possible to focus your efforts on the fund-to-fund comparisons that your investors are making. These products and investor preferences are constantly changing. Flowspring's factor model for fund flows can help you understand the effects of fees, investment performance and category preferences.

Our AI-powered platform streamlines research and provides you with high quality audiovisual information from trusted sources. It is easy to miss financial news, but it can be difficult to understand its impact on your investments. Keep up with context-based financial news. Join our community of like-minded investor and receive rewards for your valuable insights, questions and answers. Join our DAO. Stay current with our comprehensive content platform. You can say goodbye to outdated information and welcome a seamless investment experience. Our platform augments every post by adding the most recent social, qualitative, or quantitative information. This ensures that you have the most accurate data. Easily syndicate your content across multiple channels to stay ahead of the retail investing game. We listen to social platforms and connect with a pre-vetted panel of high-clout key opinions leaders.

Don't miss anything they say. Earnings call analysed using cutting-edge Artificial Intelligence to analyze sentiment, deep dive into the questions asked, individual revenue and margin statements. With a single click you can access rich macroeconomic data, allowing for smart investment decisions to be made based on CPIs, unemployment rates, retail sales, consumer sentiment and more. Search for any stock using its name or ticker to get all the relevant information, charts, and links with just one click. SEC filings and quarterly reports, 10-Ks and 10-Qs, Insider buying, sentiments on Twitter, etc. Manage your investment portfolio confidently. Our powerful quant techniques utilize statistical models to identify possible losses and optimize your investment portfolio for risk and returns.

Phantalytics is designed to uncover unique market opportunities. To make the data analysis process as seamless as possible, we have streamlined it. Our sophisticated screener is at the core of our platform. It is designed to help users find ideas that adhere to strict, customized guidelines by using function-based, relational screening. This powerful tool allows users to filter through vast quantities of financial data in order to discover new investment ideas which meet their criteria. Create dynamic, relational and function-based financial screens using 10+ years of financial information. Visualize 30+ historical financial data for over 40,000 companies.

AI-powered insights and plain-English explanations empower financial decision making. Quordata is preparing a series of innovative feature releases for 2023. Join our mailing list to ensure you don't lose out on any news. We promise to send you only emails about new releases or updates. Our proprietary spam, sentiment and biterm topic models aggregate text to produce key metrics. Get detailed insights in a format that is easy to consume.

Streamlined Finance offers a comprehensive platform for financial research. Dashboards allow you to track financial markets, analyze stocks, and gain macroeconomic insights.

Enhance your financial analysis by using cutting-edge AI solutions that streamline processes and enhance insights to drive smarter decisions. Our AI Chat is your go-to tool for real-time, easy queries on financial reports. Instant AI summaries simplify complex data into actionable insights within seconds. Comprehensive AI risk analysis - Uncover financial report weaknesses and make informed decisions using data-driven insights. Gain insights from corporate conversations to make quick investment decisions. Streamline your data analysis to empower you to make accurate and informed decisions. Enjoy a dashboard that is packed with features to help you access the data you need for your analysis.

LUSID is a portfolio management system that goes beyond the standard systems. It gives confidence in positions, P&L, exposure and cash. It also provides tools to improve efficiency in investment operations. You can access core investment data from a single location, easily access positions, cash and reconcile positions, and produce shadow NAVs. You can access all the tools and processes to carry out day-to-day operations within the middle and the back office, including position lifecycle management tools and reconciliations. We offer tax-lot accounting, which includes a suite P&L reports and cash reports as well as shadow NAV. Our PMS is built on LUSID. This means that it is an append only, immutable database, which captures data with two time stamps. Even when deleted, data is never lost. Use powerful tools such as our data virtualization engines to analyze your data and create your own customizable analytics and reports.

Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.

Stock market data feeds that are most relevant, including company fundamentals, financial markets research, and content distribution. We offer cutting-edge financial market data, content services, and research tools to a broad range of clients all over the globe. nsight is an intuitive and easy-to-use comprehensive market research platform. It is India's most trusted financial database portal, used by top equity research houses, educational institutions and corporates as well as banks. Insight, Dion's financial database portal, provides in-depth information about company fundamentals, mutual fund, Primary and Secondary markets, classified news and query builder. It also includes briefs on current events such as IPO, derivatives and world Indices. Insight is trusted and used by top Indian business schools, investment research professionals, and other institutions.

LunarCRUSH provides community insights for crypto investors, funds, exchanges, and traders. You can get real-time insight through research applications and API's that will help you make informed crypto investment decisions. Crypto is driven by the community. We want to make cryptocurrency investing transparent by providing transparency around community activity. We help investors make better decisions. LunarCRUSH is a collection of tools that improve cryptocurrency research for investors, exchanges, and funds. It was created purely to provide community insights. LunarCRUSH.com, a free tool for crypto community, is designed to give unique insights and provide an adaptive, engaging user experience that they can't find anywhere else. It simplifies crypto investing by reducing research time and simplifying social intelligence.

Engage wealthy households with actionable data that you can trust. With precise net worth data, uncover and prioritize high-value constituents in real-time. Use meaningful insights to understand your audience and uncover hidden gems. This will help you focus your outreach. Establish and maintain lasting relationships at all touchpoints with the right message at just the right time. This session will discuss the challenges of decoding wealth data, Windfall's unique approach to determining a household’s net-worth, and examples from nonprofits that have successfully used net-worth data for data-driven fundraising. Windfall's data is updated on a weekly basis to give customers the most current and accurate information about their constituents. Windfall focuses on the affluent and provides a precise net worth figure. It is not a range. It also offers a spectrum of deterministic consumer attributes at each household level.

Join the 20,000+ lower middle-market investors, M&A advisors and owner-operators that trust Axial's platform to deal sourcing, deal market and relationship-driven business development. Axial is a private network that serves professionals who invest, advise, or own lower-middle market companies in North America. Axial's deal-sourcing tools and deal marketing tools facilitate the discovery and execution transaction. Axial's platform is designed to reflect how transactions in the lower middle market are done privately and confidentially. Axial's sell-side members have complete control over who, what, and when they approach market. This is in contrast to public deal listing websites. Axial's algorithms evaluate each buy-side member’s deal criteria and recommend matching parties for the sell side to approach. This is done in an order of relevance. Axial is a highly efficient tool that helps identify and prioritize the best buy-side targets for any deal.

We use technology to assist investors in visualizing financial data. This allows our users to better analyze markets, monitor and manage portfolios, identify promising stocks and funds to purchase, and make smart, timely investment decisions. StockCharts, a leader in financial technology, has been providing innovative, award-winning analysis and charting tools to a global audience for nearly two decades. We serve a growing, ever-changing number of active traders and investors with over 1.9million monthly users. Our charting tools are just one piece of the puzzle. We believe that tools and features are only as good as the knowledge and perspective required to fully explore their potential.

Investors have access to market-moving news and financial data from the Benzinga team. Benzinga licenses financial data across the entire spectrum of financial data, including standard financial data and alternative datasets, through its own content and a network of partners. Our news and databases power many major online brokerage platforms and data aggregators around the world. Benzinga's news, markets, and financial datasets draw on our industry knowledge as both journalists and market practitioners. They deliver unparalleled quality, speed, relevance, and clarity in an easily digestible, jargon-free format. Benzinga focuses its news on market-moving information, with news that covers everything from earnings reports to options activity. We offer a variety of channels that focus on breaking news so your firm can be the first one to lock in a trade.

Uncover relevant insights, faster. Our market monitoring dashboard, data visualization tools and search capabilities will help you separate the important from the mundane. Access company data deep and receive constant updates on its quality and quantity. Our easy-to use Excel add-in and suite Office Tools make it easy to power and streamline your proprietary models. You can access a large library of ready-to use templates and models, or work with our support team to create your own. With just one click, you can seamlessly integrate Excel data into Word or PowerPoint with fewer errors. Our smart search tool allows you to instantly find information about companies, documents, news, research, transcripts, investor presentations, and other sources. Use filters and custom formulas to drill down to the data that you need. The new document viewer includes AI-based search to speed your discovery process for text-based insight.

The Bloomberg Terminal, a modern icon of financial market, sits on the desks 325,000 of the most influential decision-makers in the world. The Bloomberg Terminal, which was launched in 1981, well before the internet and PCs became commonplace, brought transparency to financial markets. It revolutionized the industry by connecting market participants to an innovative data, analytics, and information-delivery service. The Bloomberg Terminal, which has been around for more than 30 years, is still at the forefront of innovation. It provides fast access to essential news, data, trading tools, and other information from any internet-connected device or PC. It also helps its subscribers turn their knowledge into action. Bloomberg Terminal combines real-time data from every market, breaking news and powerful analytics with communications tools and world-class execution capabilities into one integrated solution.

Barron's is the premier investment publication in the world, known for its market-moving stories. Barron's offers concise analysis and advice about how to invest in stocks and bonds, ETFs and options, emerging markets and commodities. Barron's magazine is available every week and Barrons.com daily. Dow Jones & Company has been publishing Barron's magazine since 1921. It reaches a large audience of financial professionals, senior corporate decision-makers, institutional investors, individual investors, and individual investors. Barron's is the world's leading investing publication. Trusted insights and detailed analysis have been helping investors since 1921. The Barron's app provides comprehensive financial analysis, daily commentary, and investment strategies from Wall Street's top minds. It gives you access to critical news, data, and data that moves the global economy and markets wherever you are.

We have you covered, whether it's unusually high news coverage, a new SEC filing or approaching ex-dividend dates. You can keep up-to-date with all your stocks, cryptocurrencies and ETFs in one portfolio. You will be informed about the companies you care about through our daily newsletter and Thomson Reuters news coverage. You can quickly search for similar tables in previous SEC filings and download them as a bulk file. Merge figures from multiple tables automatically and select the data you are interested in. Highlight any financial document you are interested in and share your thoughts with colleagues. To find a term in any file or transcript, use the full-text search. For easy export and syncing to your model, annotate in-line points of interest.

Stocks, ETFs and Cryptocurrencies. We currently cover 99% U.S. equity markets, foreign stocks (with verifiable capitalizations), as well as many top cryptocurrencies. We are constantly adding assets. If you have any questions or suggestions, send us a tweet. The Dash Scores measure how many assets have moved up or down in a leaderboard over a given time period. Current Dash Scores can be tracked daily, weekly and monthly. The portfolios of the leading ETFs within each sector are used to determine the assets included in each sector. Gold and silver, unlike Bitcoin, are not auditable. This means that it is impossible to determine the exact supply or market cap for gold. Any market capitalization metric of a metal is an estimate and not a fact. We will soon add a feature that will allow you to visualize metals on our leaderboard.

We couldn't have chosen a harder time to launch a financial portal that was launched in 1999, right as the dot-com bubble burst. It was passion and belief that got us through. It was a single-minded passion to be the nation's most trusted source of financial information online. We believed that we could make a difference in peoples' financial lives by doing so. We have been covering the Indian economy's growth from 1999 to today. We have grown along with it. From being a financial portal that offered stock prices at the end of the day, to today, we are India's largest store of news (text, videos, analysis and data), tools on investing (across various asset classes), personal finance and the economy.

Verity is the only platform that integrates investment research & data into a modern research workflow. One platform that combines best-in-class idea generation, workflow & productivity tools allows you to power differentiated research at the speed required for modern investing. Verity analysts provide unique insights and data to help you succeed. Verity integrates better that any other solution. It should be your process or the highway when it comes to your process. Verity provides investment professionals with clear, accurate, and structured information. You will receive your reports via email or custom feeds. The Verity team of analysts produces 100s of reports each year that customers value as an addition to their in-house analysts.

The BIZCOMPS®, Transaction Data Base removes market uncertainty and provides detailed financial information about these "Real World", transactions. BIZCOMPS® Studies can help. It is based upon Small Business Transaction Sales Data. It is available in the database that contains over 13,300 transactions. There are approximately 1,200 to 1,400 new transactions each year. The Online Version can be searched. You can print the entire book or any page. The Sales to Sales and Sale to SDE ratios are included in the Sortings. Over 13,300 businesses have been sold, with a total value of $4.0 billion. Each transaction contains fields of information that the User can search for individually. Once a set of data has been identified, the User can select or deselect each transaction. Arithmetic Means can be calculated. The results can be printed or exported to Excel or Word.

BrightScope helps asset managers to transform the way that they see, understand and leverage their data in order to drive more targeted and efficient distribution efforts. Enjoy the benefits of a single integrated solution that spans DCIO, retail, RIA channels, and watch your sales efforts soar. You can reduce sales cycles by gaining up-to-date insight into the products that advisors are using today, how their usage is changing over time and where there are new opportunities for your products. You and your team will get the most relevant and useful data. Quickly see market share, assets, and flows by territory, product and platform. BrightScope's comprehensive solutions allow asset managers to distribute products more effectively by integrating data from both internal and third-party sales files. With up-to-date, comprehensive and actionable insights, you can make faster, data-driven decision.

ESG Book connects investors and companies, providing transparent, comparable ESG information for more than 25,000 corporations in real-time. Analyze sustainability KPIs for investment portfolios and lending, and create bespoke ESG lenses using raw data from public and private assets. Access ESG scores for a range of companies that are listed on all the major stock indices around the world. You can create custom monitoring dashboards based on your institutional and risk preferences. You can download raw data to integrate into your investment and risk analysis models. Access to a range of ESG metrics and data analysis allows users to analyse a variety of sustainability and climate performance indicators specific for each company. Download data from companies, or ESG Book's data universe. Upload additional data and frameworks.