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Exceptional analysis | Financial intelligence

Asset allocation planning & analysis

Cover the entire wealth management lifecycle, from proposal to performance measurement, with our solutions. We’ll give you the tools necessary to grow your assets under management and maintain your current book of business in a fast-paced market environment.

Key benefits:

  • Asset allocation
  • Asset allocation data
CIQ | Data analysis and tools | Financial intelligence

Financial Institution Digital and Traditional Delivery Channel Research

TrimTabs Investment Research is part of our institutional research business focused on equity market liquidity. TrimTabs offers liquidity datasets and research reports used by some of the largest asset managers in the world.

Key benefits:

  • Data you can trust
  • Macroeconomic data analysis
  • Reports

FX & rates insights