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Wealth Management

Better Insights. Better Strategies. Better Results for Your Clients

Delivering  Unbiased  Insights to Empower Faster and Smarter Decisions

Unlock the full potential of your strategy with our comprehensive solutions. We empower financial professionals to identify strategic investment opportunities while seamlessly managing risk and compliance. Whether you're on the trading desk or advising clients, our customized services and advanced technology not only streamline your processes but also enhance client satisfaction, ensuring you achieve exceptional outcomes.

Advantages

Tailored Solutions for Every Role

Financial Advisors

Access key company metrics, streamlined workflows, trading opportunities, real-time alerts, and strategic recommendations to enhance client portfolios and stay competitive.

Investment Research

Gain independent insights, credit ratings, proprietary tools, and real-time market news for informed decision-making and comprehensive analysis.

Execution Desks

Optimize your strategy and make informed decisions with actionable trade ideas, real-time updates, personalized portfolio monitoring, deal tracking tools, sector insights, and detailed credit reports.

Compliance Officers

Meet regulatory requirements and manage portfolio risks with customizable analysis, real-time alerts, in-depth covenant analysis, and advanced tools for comprehensive risk management.

Product Managers

Enhance decision-making, ensure compliance, improve operations, and gain a competitive edge with accurate research, customizable analysis, tailored tools, and personalized insights for client empowerment.

Analysts

Enhance research capabilities with in-depth analysis, streamline workflows with tailored tools, and provide clients with data-driven insights for informed decision-making and risk management.

Navigate Markets Clearly and Confidently

Our platform provides bespoke services and advanced technology, equipping trading desks and advisors with in-depth analysis and innovative ideas to navigate rising interest rates effectively.

  • Unbiased Research: Comprehensive insights into global credit markets using a macro-to-micro approach, covering 1,100+ issuers.
  • Risk Mitigation: Daily credit risk assessments for 30,000+ companies, with dashboards and alerts for efficient monitoring.
  • Actionable Insights: API-delivered research and Tearsheets ensure compliance and effective content sharing.
  • Tearsheets: Customizable data displays for quick access to key company information, enhancing decision-making.
  • Customizable Delivery Methods: Seamless integration through online platforms, APIs, mobile apps, Excel add-ins, and Bloomberg feeds.

Award-Winning, Completely Unbiased Research

On the investment grade and high yield securities of issuers around the globe. Select an article to download a free piece of research.

Request a Demo

Request a demo to see how our research and tools can elevate your work. Simply complete the form, and one of our specialists will reach out to schedule a convenient time to discuss your needs.