Equity+ Securities Workstation for Real-Time Market Data
Equity+ is a market data workstation built for wealth management firms, advisors, portfolio managers, broker-dealers, and investment professionals who need real-time quotes, live charts, portfolio monitoring, fund research, and integrated workflow support in one platform.
A Real-Time
Market Data Workstation
Access a powerful securities workstation designed to deliver real-time market data, portfolio intelligence, and investment research across equities, ETFs, mutual funds, indices, and other security types. Equity+ helps front-office and middle-office teams monitor markets, analyze securities, track portfolios, and support faster investment decisions with reliable streaming data and rich descriptive content.
Purpose built for Wealth and Investment Teams
Equity+ is built for firms that need more than a quote screen. It is a real-time market data platform and advisor workstation that supports daily workflows across wealth management, asset management, broker-dealer, bank trust, and investment research environments.
With Equity+, users can monitor live markets, analyze securities, review company fundamentals, follow corporate actions, and evaluate fund and ETF performance from one flexible securities workstation. Whether your team is supporting advisors, portfolio managers, research analysts, or trading and operations professionals, Equity+ helps bring market intelligence and workflow efficiency together in one desktop experience.
Who We Serve
Real-Time Quotes, Live Charts, and Market Monitoring
Stay on top of market activity with streaming quotes across all major U.S. exchanges and a workstation built for fast-moving financial workflows. Equity+ gives investment professionals access to live market data, detailed quote views, interactive charts, and technical analysis tools that help users identify trends, monitor price action, and respond to market events with confidence.
Real-time streaming quotes across major U.S. exchanges
Live charts with technical analysis tools
Market monitoring for equities, ETFs, funds, models, and indices
Historical market data for deeper context and trend analysis
Time-sensitive decision support for front-office and middle-office users
Portfolio Analysis and Portfolio Monitoring
For Advisors and Investment Professionals
Equity+ supports portfolio intelligence with tools designed to help advisors and investment teams monitor holdings, evaluate securities, and act on real-time information. From portfolio tracking to security-level analysis, users can follow market moves, review ownership activity, and access the data needed to support portfolio management workflows.
For wealth management firms and advisor teams, Equity+ helps connect real-time market activity with portfolio oversight, making it easier to monitor positions, evaluate opportunities, and stay aligned with client and firm objectives.
- RTD streaming portfolio tracker
- Portfolio monitoring and portfolio intelligence workflows
- Institutional ownership and insider activity
- Security-level research and market context
- Support for advisor desktop and portfolio management use cases
Fund, ETF, and Equity Research in One Securities Workstation
Research securities more efficiently with a workstation that combines real-time pricing, descriptive data, filings, and performance insight across multiple asset classes. Equity+ supports equity research, ETF analysis, and mutual fund research in one place, helping users compare instruments, review characteristics, and identify investment opportunities more quickly.
The platform includes broad coverage for mutual funds and ETFs, along with company information, SEC filings, corporate actions, and historical data that support investment research and due diligence workflows.
- Detailed company information and reports
- Financial and SEC filings
- Corporate actions and historical data
- Mutual fund and ETF performance data
- Rich descriptive content for security research
- >250 Billion Data points > 0 Billion Data points
- >200 Financial Markets > 0 Financial Markets
- >150 Global Exchanges > 0 Global Exchanges
QUODD’s data accessibility and comprehensive content make it a perfect partner for Infosel. The ease of accessing and redistributing their data, combined with the breadth of content, including real-time and historical data on global currency pairs, indices, and more, allows us to deliver exceptional value to our clients and continue disrupting the investment industry in Mexico and across Latin America.
Ostium's model only works if the underlying data is institutional grade: accurate, real-time, and deep enough to support tight execution across asset classes. QUODD delivers exactly that, giving us the pricing quality and market depth we need to scale confidently across assets while maintaining the execution standards our traders rely on.
Agents are increasingly handling research and analysis. Without reliable, timely data, their work can’t be trusted - especially where accuracy is non-negotiable. QUODD delivers investor-grade market data with the quality, coverage, and developer-friendliness modern developers need.
Mutual Fund and ETF Analytics for Wealth Management Workflows
Equity+ gives wealth management and advisory teams access to mutual fund and ETF data that supports product research, investment selection, and portfolio conversations. With coverage across open-end funds, closed-end funds, ETFs, indices, CITs, UITs, and money markets, the platform helps users evaluate fund characteristics, performance, allocations, and classifications from a single workstation.
- 88K+ share classes
- Open-end, closed-end, ETF, index, CIT, UIT, and money market coverage
- U.S. and Canada fund coverage
- Fund profile, statistics, and allocation data
- Proprietary fund scoring with a quantitative approach
Securities Workstation for Modern Wealth Platforms
The platform supports organizations looking for an integrated advisor workstation, embedded market data experience, or securities workstation that complements an end-to-end wealth servicing platform.