Whether invested directly, through funds, fund of funds, or portfolios, we provide a full breakdown of all underlying holdings.
Bring your customers’ investments to life with company logos, bios, industry classifications and % weightings.
Don’t settle for the top 10 holdings. We provide a complete list of equity holdings so you can be fully transparent.
Our holdings data is updated regularly. That’s daily for ETFs and monthly for most active asset managers.
Unlike most financial data, ours is designed for your customers. Our data is simple and free of financial jargon.
You know what your customers need. Our data gives you freedom to create the best features and experience for your own customers.
Great documentation, straight-forward user guides and tech support on-hand.