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: