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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Description

Alpha Terminal serves as a comprehensive market data and investment information platform that integrates extensive real-time and historical market analytics with adaptable multi-window configurations and user-friendly navigation tailored to individual preferences and workflows. This tool empowers users to evaluate and track a diverse range of financial instruments including equities, funds, investment trusts, bonds, currencies, commodities, and economic indicators within a single interface, featuring pre-set layouts and in-depth analyses such as Level 2 order books, performance metrics, and essential corporate insights. Additionally, it offers broad news coverage organized by filtered categories and event flags, which emphasize critical news and significant occurrences, alongside real-time notifications for price fluctuations and news updates. Users also benefit from sophisticated charting capabilities, equipped with a variety of chart styles and technical analysis instruments that assist in detecting trends and optimizing entry and exit points. Furthermore, Alpha Terminal provides robust professional stock screening options based on both fundamental and technical criteria, while its Market View component enables users to swiftly pinpoint global market influencers, thus enhancing their investment strategies. This all-encompassing approach makes Alpha Terminal an indispensable tool for investors seeking to stay ahead in the dynamic financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Android
Apple iOS
MoneyGuide
SmartOffice

Integrations

Android
Apple iOS
MoneyGuide
SmartOffice

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AdvisoryWorld

Founded

1987

Country

United States

Website

www.advisoryworld.com

Vendor Details

Company Name

Alpha Terminal

Founded

1997

Country

United Kingdom

Website

www.alphaterminal.co.uk

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Alternatives

Alternatives

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