Last week we showcased the latest of QUODD’s digital innovation
within the Equity+ securities workstation. We highlighted new
functionality coming this year that will be made available to
existing users as an optional premium entitlement or
packaged in a streamlined version customized to the
needs of the wealth advisory firms and their investment
professionals that are primarily fee-based/asset allocators.
Topics covered included:
1. Mutual fund & ETF characteristics
(e.g. performance, classifications, holdings, peer groups)
to supplement Equity+ position as a leader in
real-time equities and options
2. Thematic content and timely insights that
are carefully curated from the product manufacturers
geared to the wealth advisory space
3. Environmental, Social & Governance ratings with
transparency to the score factors
If you missed the session or want to rewatch
we’ve included the video below: