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DirectoryFinance & InsuranceFinancial ServicesZugtheScreener Investor Services AG
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theScreener Investor Services AG

Summary

About the company

theScreener Investor Services AG provides independent equity research, ratings and data-driven research products for financial platforms, wealth management teams and asset managers. Offerings include an integrable data feed (theScreener Feed), multilingual research reports (theScreener RM) and the CIO web application for portfolio and fund managers.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Web application for client advisory (theScreener RM)
Centralized research, insights and reporting platform for client advisors; consistent investment research, intelligent title selection, instrument overview, multilingual reports and comparison feature.
Web application for investment decisions (theScreener CIO)
Global market and equity analysis for portfolio and fund managers; equity screener, risk and opportunity mapping, quality/risk matrix, allocation suggestions and fund and ETF views.
Centralized wealth management platform (theScreener CIO/RM Master)
Central web application for wealth management; connects internal research views and theScreener content, controls displayed content and supports communication between CIO and advisory.
Data feed / API for financial platforms (theScreener Feed)
Standardized ratings, risk parameters and signals as a data stream or API; integrable into financial platforms, online banking, core banking, portfolio management and brokerage systems.
Multilingual investment reports (theScreener Reports)
White-labeled, multilingual fact sheets and reports on equities, funds, sectors, markets and indices; integrable with custom in-house views and adaptable as a one-pager or multi-page.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Zugerbergstrasse 12
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-110.622.020
Founded
2004 · 22 years
Last commercial register change
August 13, 2019
Employees
1 to 10

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