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Your clients expect superior risk-adjusted returns
for their equity portfolios. In addition to your proven investment
framework, access to quality financial data is critical to locating,
evaluating and capitalizing on the market opportunities that will
exceed your clients' return expectations. While the size of your
portfolio gives you the agility needed to outperform your benchmark,
it also limits the resources available for managing your clients'
capital. At FetchXL, we believe all portfolio managers should have
access to quality data at an affordable price. FetchXL delivers
access to the data you would expect from a $20,000 subscription
at a fraction of the price.
FetchXL is the perfect solution for identifying
market opportunities in the U.S. and Canada. With access to more
than 750 data points going back up to 20 years, FetchXL empowers
portfolio managers to perform extensive analysis on over 13,000
companies at the touch of a button.
FetchXL works within your existing investment
framework to identify market opportunities in a fraction of the
time it takes using traditional data sources. FetchXL provides a
true build-once-run-many solution that allows you to evaluate any
of 13,000 companies simply by entering a ticker symbol.
Active management of your portfolio is a
critical step toward delivering superior returns. FetchXL empowers
portfolio managers to continuously monitor existing holdings for
buying and selling opportunities. The fundamental data available
with FetchXL makes it just as easy to keep track of your portfolio's
fundamentals.
FetchXL handles benchmarking against other
companies and industries with ease. Simply enter the ticker symbols
of the companies, industries or indices and FetchXL builds your
benchmarking report in a matter of seconds. For a list of industry
groups and indices, click here.
Interested in seeing how our clients are using FetchXL
to improve their portfolio management process? Schedule
a live demo with a FetchXL team member.
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