Wealth Managers

Up your game with holdings-based factor and ESG analysis on over 27,000 mutual funds and ETFs and compare your clients’ investment vehicles with any subset of those funds. We’ve done all the number crunching so all you have to do is reap the benefits. Instantly.

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Wealth Managers

See all your managers’ factor
exposures at the same time

Sometimes managers all invest in the same underlying factors even without realizing it. Sometimes they provide good diversification.

Don’t you want to know which is happening in your portfolio?

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Wealth Managers

ESG analysis together
with factor exposures

Your clients increasingly care about environmental factors but haven’t stopped caring about returns and diversification.

Now you can provide the analysis to back up the portfolio’s benefits: factor exposures, return attribution, risk analysis and ESG analysis all in one place.

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