What you get on day one
Everything you need before a client meeting.
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The terminal — live markets, news, charts and the macro picture in one workspace, with a terminal for your sector built on official figures.
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Your lens — choose what you sell and the news, data and research are explained for your clients, with talking points for each story.
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Intel — research any company, market or event in seconds, then ask follow-up questions in plain English.
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Your sector monthly — the monthly report for your sector is included. Reports for other sectors are available on request.
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The Vault — every report published, searchable, with a short brief on each one before a client meeting.
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Client tools — a private client book, fact find and wealth review report, kept to your login.
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Your desk — notes, a business diary, alerts and chat with colleagues at your firm.
No risk. Full access.
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