Investment Advisor

Solving investment research while Advisors focus on their client financial goals

Design the best Investment Strategies for your clients

Build fundamental based investment strategies and backtest its success with EquityRT’s Strategy Builder and Backtesting super-feature. Get closer to your clients investment goals with this unique approach to investment strategy construction.

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Improved collaboration and networking for Advisory teams

Setup stock screeners based on your organizations investment strategy and share this with the team so that all stock selection advise has a consistent voice. Promote team collaboration by uploading and sharing research reports and watchlists with your team.

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Benefit from organized model stock portfolios

EquityRT makes it simple to setup and track the performance of your model portfolios. With well laid out visual dashboards you stay informed about your portfolio returns, asset allocations and portfolio volatility.

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Stay on top of the markets with live dashboards

Live interactive dashboards keeps you in touch with latest news, market prices and happenings affecting your clients investments. Quickly analyze up to date financial statements or latest company earnings as they are released. With EquityRTs advanced charting create visualize analysis and trends of the market with ease and precision.

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Try EquityRT Now

The best way to see how EquityRT can bring real value to your work is to experience it for yourself.

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