EqtstoryPlatforms

Investment platforms

Investment research platforms for firms and their clients

EQTSTORY designs and builds investment research platforms for investment firms, banks and retail investment providers. Bring financial data, company analysis and market context into a workspace for your teams or a portal for your clients.

Investment research workspace

A working example of company research, financial comparisons and release monitoring.

NorthlineInvestor platform
Platform demonstration

Microsoft Corporation

MSFT · Company research

View

On smaller screens, scroll horizontally within the chart.

Company glance & shareholdersOverview · Leadership · Shareholders

Northline is a fictional brand used to demonstrate the research platform. The example uses stored financial data; trading and order execution are outside its scope.

Platform design and delivery

Research workflows

Define the research views and navigation your users need, from internal analysis and company comparisons to client-facing research. Adapt the interface to your organisation's brand and working practices.

Data and analytics

Combine share prices, financial statements, valuation multiples, earnings expectations and release calendars. Agree the company universe and data coverage as part of the platform scope.

Integration and delivery

Plan delivery within an existing website, client portal or dedicated research workspace. Hosted and embedded options, integration requirements and ongoing responsibilities are agreed for each engagement.

Discuss your platform requirements

Tell us about your users, research workflows and existing systems. We can define the platform scope, data requirements and delivery approach with your team.

Contact EQTSTORY