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Description
Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.
Description
Discover exceptional stocks, keep up with leading investors, conduct rapid business assessments, and manage your investments efficiently with TIKR. Gain exclusive insights into the holdings of over 10,000 investors, which encompass company insiders, hedge funds, and numerous multi-billion dollar enterprises worldwide.
TIKR expands its reach beyond just US 13F forms by tracking any disclosed stocks from investors globally, covering regions including Europe, Asia, Australia, and beyond.
Utilize our advanced screener to sift through more than 100,000 stocks worldwide, helping you to uncover hidden opportunities with the potential for significant returns.
Leverage thousands of filters such as country, industry sector, financial metrics, ratios, predictions from Wall Street analysts, valuation multiples, capital structure, growth rates, and profit margins to fine-tune your search.
Streamline your investment analysis process with precise financial information powered by S&P Global CapitalIQ, encompassing over 100,000 stocks across 92 countries and 136 stock exchanges.
With TIKR, you can effortlessly analyze and visualize comprehensive financial data, including ratios, valuation metrics, and analyst predictions, all in one convenient platform. This makes it easier than ever to make informed investment decisions based on thorough research and analysis.
API Access
Has API
API Access
Has API
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Nitrogen
Pontera
RightCapital
Wealth-Lab
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Nitrogen
Pontera
RightCapital
Wealth-Lab
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19.95 per month
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
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Vendor Details
Company Name
TIKR
Founded
2019
Country
United States
Website
www.tikr.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection