Financial Advisory and Wealth Management
Unifying Investment Strategy, Research Collaboration, and Market Insights for Wealth and Advisory Excellence
Analytical tools and live dashboards keeping you informed
Stay informed with live interactive dashboards delivering real-time news, market prices, and events. Effortlessly access up-to-date financial statements and the latest company earnings with ease.
Streamline your model portfolio management with EquityRT
Effortlessly set up and monitor portfolio performance using intuitive, visually organized dashboards that keep you updated on returns, asset allocation, and volatility.
Design the best Investment Strategies for your clients
Utilize EquityRT’s powerful Strategy Builder and Backtesting tool to create data-driven, fundamental-based investment strategies. Assess their success with precision and move closer to achieving your clients’ investment goals through this innovative approach to strategy construction
Transform Your Investment Screening Process
Create and save custom stock screeners aligned with your organization’s investment strategy. Explore EquityRT’s peer comparison tools and financial health insights to uncover promising investment opportunities with ease.
Seamless Collaboration for Advisory Teams
EquityRT empowers advisory teams with tools for efficient collaboration by enabling the sharing of watchlists, screeners, charts, and reports directly within the platform. This fosters consistency in advice and engagement, ensuring a unified approach to serving wealth and advisory clients.
Plug in and empower — no lengthy onboarding or training required.