There are a lot of sources for financial market data, but there can be pain points in tapping into this information. For starters, one of the biggest challenges with accessing market data is the cost of acquiring that information. Due to the high price of certain data platforms, some customers can’t get their entire workforce on a platform because it costs too much to provide access to everyone. And that can be especially problematic as more people work from home in the post-Covid world.
And then there’s the complexity of some data platforms, particularly those that provide a ton of information in an effort to offer everything to everyone, but which produces a flood of information that not all customers need. That can result in a fairly steep learning curve to learn the system.
EquityRT is a financial market data provider offering a solution that addresses those friction points of cost and complexity. Its platform is a comprehensive, easy-to-use service aimed at investment/ financial market researchers on both the buy and sell side including financial advisors, portfolio managers, equity analysts and other investment professionals and researchers
EquityRT is a web-based platform that is accessible anytime anywhere on any computer. With no installations or downloads, this is the ideal solution to give investment professionals the flexibility or mobility they need. The platform collects and collates various financial data from reputable and reliable sources around the world, and presents it on an attractive, well-organized interface that’s intuitive and simple to navigate. With a flat learning curve users can quickly master the platform.
The company’s mission is to provide the information its customers need in two or three clicks. Many of its customers say they can use the system without any training.
EquityRT brings an innovative perspective to the tools for investment analysis. You will find stock screening and sector analysis tools, insights into market trends and stock signals, unlimited model portfolios, analyst estimates and recommendations, and technical analysis and advanced charting, among other features.
Either way, all three options have a very flat learning curve so users can quickly master the platform. The dashboard tabs are portals to a host of investment areas spanning stocks and bonds, funds (mutual funds, ETFs and closed-end funds), indexes, commodities, currencies, cryptocurrencies, economic indicators and global financial news from the likes of Reuters, PR Newswire, and Accesswire.
The platform was built to have broad appeal for all user levels from university students to seasoned analysts. The aim is to provide the same ease-of-use experience for all of its customers, and the platform’s flexibility allows it to cover a large market that overlaps with academics, economic research and the capital markets.
Regarding investment advisors, the platform contains tools—such as the ability to construct unlimited model portfolios—that empower them to access the platform in ways that suit their needs. When an advisor is on the road meeting clients he or she can pull up the platform on their iPad and quickly highlight the stock screening tool while discussing investment strategies with the client. Depending on the plan option they purchase, advisors can backtest their strategies and have an Excel model built specifically for that client on the advisor’s device.
Value Proposition
EquityRT’s platform puts a lot of functionality at its users’ fingertips, and it delivers it at a very reasonable price vis-a-vis the bigger players in the market. Given the high pricing of competitor platforms, investment professional are often stuck between a rock and a hard place - they need the platform but cost pressures don’t always make it possible to acquire these pricy solutions.
EquityRT’s price plans makes it possible for all team members to have a platform > increases productivity and efficiency.
The three options start with its Standard plan that offers the full capabilities of its research platform for a monthly price of $235. The Plus plan, which lists for $392 a month, contains the Strategy Builder and Backtesting feature enabling you to set up and define an investment strategy based on fundamental ratios.
This unique and intelligent methodology combines fundamental ratio rankings and weightings to help investors to develop an optimum investment strategy. You have the ability to select from a wide range of fundamental ratios and define custom criteria for your strategy.
Once you have setup your strategy you can simulate the strategy returns and optimize your strategy. This proprietary feature shows you the stocks that fit your strategy and how they change through each rebalancing period.
The Pro Plan is the complete package that provides everything you need by giving you full automation capabilities to make your life easier and your work faster. This product’s monthly list price is $549.
The list prices for all three subscription plans are 15% less on an annual basis, and the company is running a limited-time discount on its stated prices. (EquityRT also offers an Enterprise-level program for institutional investors.)
Global Experience Comes To The U.S.
EquityRT has served the investment industry across the globe for more than 20 years. It began by providing financial market data to the emerging and frontier markets where there’s great demand for solutions that provide customers everything they need at an affordable rate. This forced the company to be innovative from the start regarding its technology and service offering, and as a result it believes it’s bringing a much more well-rounded, robust and cost-effective solution to the U.S. with tools and techniques not found in the financial market data industry.
EquityRT’s platform is built on a very flexible technology that was created by in-house developers, so it’s not reselling somebody else’s solution. This allows it to quickly change and evolve its offering based on customer feedback. And this has enabled it to boast a customer retention rate of 97%, with many of its customers remaining with the company since it started. But it’s not just the product that keeps them coming back, it’s also the team EquityRT has and the quality of its customer service.
The current iteration of the EquityRT platform has had three major updates in the past four years. The product is constantly evolving and improving, and now the company is bringing it to the U.S. from its office in the Atlanta area.
EquityRT says it’s not reinventing the wheel. Instead, it’s about making the product more efficient and making the wheel spin faster.