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.