Universal Global Search Tool for Financial Advisors
Discover the Power of Global Search
Our Global Search tool integrates seamlessly with the rest of our platform, creating a seamless and user-friendly experience. Our Global Search tool is your gateway to a comprehensive financial universe. Easily search for watchlists, tickers, news, documents, bonds and funds all in one intuitive interface. Whether you’re tracking market trends, researching specific stocks, or staying updated with the latest financial news, Global Search gives you all the information you need.
User-friendly Search for Latest News
In today’s fast-paced financial world, having timely information is key. Global Search ensures you stay ahead with the latest news and updates in finance. Filter news based on your interests, assets, countries, and more. Follow important topics to receive custom news feeds that keep you informed and ready.
Customizable Ticker Search
Finding specific stocks and securities has never been easier. Our advanced ticker search feature lets you easily find and analyze individual stocks and funds. Simply enter the ticker symbol, and Global Search will provide you with detailed ticker information. You can then choose to view the ticker or add it to your watchlist. Just enter the ticker symbol, and Global Search will give you all the details you need. You can then choose to view the ticker or add it to your watchlist. Clicking on view lets you dive into historical data, performance metrics, and key financial metrics so that you can make informed decisions with confidence.
All-in-One Asset Search
Our Global Search tool lets you effortlessly search for a variety of assets like funds, bonds, ETFs, and more. Find these assets based on your criteria and easily add them to your preferred watchlist. Get detailed stats, performance data, risk measures, and key info to compare options for your portfolio confidently.
Easy Document Access
Accessing essential financial documents has never been easier. With Global Search, you can quickly locate and review important documents, from company reports to investment prospectuses. Our intuitive search filters help you find exactly what you’re looking for, saving you valuable time and effort.
Tailored Watchlist Search
Efficiently manage your investments with our robust search watchlist functionality. Easily view and follow your preferred watchlists directly from the search tool. Add tickers, funds, bonds, ETFs, and other securities to your search watchlist with a single click, instantly to stay informed about what matters most to you. Stay informed with performance & risk metrics ensuring you’re always in the loop.
