Equity+ Quick Tips: Introducing Allego

Our Equity+ Quick Tips webinar series demonstrates tips and tricks for optimizing your workflow. Our most recent video features our new partnership with Allego. Hear directly from Allego CEO, Mark Magnacca and QUODD SVP of Product, Justin Van Til about Allego’s curated content within the Equity+ workstation.

 

Equity+ Quick Tips: Corporate Actions Content

Our Equity+ Quick Tips webinar series demonstrates tips and tricks for optimizing your workflow. Our most recent video focuses on corporate actions content.

In this session you will learn:

1. How our current users utilize corporate actions content and setting up custom alerts

2. How we recommend using our corporate actions functionality within a model portfolio

3. Where we see the industry going with regards to corporate action content, delivering a single version of the truth with regards to any company

Equity+ Quick Tips: RTD Tool

Our Equity+ Quick Tips webinar series demonstrates tips and tricks for optimizing your workflow. Our most recent video focuses on the RTD Tool.

In this video you will learn how to optimize your workflow using templates including:

  • Portfolio Analysis (calculate true portfolio in real-time)
  • Spread Calculator
  • Basic Options Analysis

 

Sneak Preview Equity+ Digital Innovation

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.

Brokerage Firm, L.M. Kohn Chooses QUODD’s Market Data Workstation

Collaboration will enable advisors to access real-time North American equities, options, and futures

QUODD Financial Information Services (“QUODD”), a business unit of Financeware, a NewSpring Holdings platform company, has announced a new strategic partnership with L.M. Kohn, a hybrid RIA, and Broker-Dealer with penetration in the Northeast, Midwest, and South. The partnership combines QUODD’s industry-leading market data workstation, Equity+, with LM Kohn’s 3 decades of experience in Wealth Management.

“Our decision to switch to QUODD’s market data workstation was simple” says Carl Hollister, President & COO. “Our advisors needed a tool with accurate and timely market data that they could rely on to access finger-tip intelligence to make better decisions for their clients. L.M. Kohn has been focused on upgrading and implementing technology tools that build great efficiencies into our advisors’ business operations and help them be more responsive to the ever-changing landscape in managing and acquiring clients.”

“We are proud to provide the digital experience for a Hybrid RIA, Broker-Dealer who shares our mission to leverage financial technology for cost savings and operational efficiencies in the Wealth Management space,” says Bob Ward, CEO of QUODD and Financeware. “Equity+ is a market data workstation that allows our partners to realize savings and grow their bottom lines while providing a robust solution. Furthermore, we will continue to expand the content and functionality with new releases this year that are specifically focused on the wealth advisor.”

via PR Newswire

Equity+ Quick Tips: Market Monitors

Our Equity+ Quick Tips webinar series demonstrates tips and tricks for optimizing your workflow. Our most recent video focuses on customizing Market Monitors.

In this video you will learn about:

  1. Customizing your RT+ screen to incorporate our robust sources of content for your desired workflow
  2. Linking different windows/modules
  3. Reviewing best practices our users have adopted in adding new modules to the platform
  4. Previewing the custom layouts for Allocator+ with robust fund/ETF content and curated news

Equity+ Quick Tips: Options Module

Our Equity+ Quick Tips webinar series demonstrates tips and tricks for optimizing your workflow. Our most recent video focuses on the options module.

In this video you will learn about:

– 2 Option Symbol Displays
– Saving Default Option Pop-ups
– Filters for Option Streamers

Equity+ Quick Tips: Configuring Charts

Our Equity+ Quick Tips webinar series demonstrates tips and tricks for optimizing your workflow. Our most recent video focuses on a variety of ways to configure charts within the RT+ Platform.

In this video you will learn about:
– Barchart 101
– Working with Watchlist
– Adding and adjusting indicators for your trading