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Description

Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.

Description

OptionMetrics has established itself as a leading source of in-depth historical options and implied volatility data, catering to institutional investors and academic entities globally for more than 20 years. Over its two decades of operation, OptionMetrics has provided its IvyDB databases, which cover options, futures, and dividend forecasts, to over 300 prestigious corporate and educational clients, including portfolio managers, traders, and quantitative analysts, enabling them to develop, evaluate, and fine-tune their investment strategies while conducting empirical research and managing risk effectively. By leveraging comprehensive options data, users can analyze market conditions, devise, validate, and implement strategies for options and derivatives, leading to more informed and strategic investment choices. Additionally, rigorous monitoring of risk exposure and market trends empowers investors to refine their strategies, ultimately enhancing their potential for profitable outcomes through the utilization of high-quality options data. This commitment to excellence has solidified OptionMetrics’ reputation as an essential tool for those looking to navigate the complexities of financial markets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft Yes 
Broadridge 15(c) Board Reporting Yes 
Claude for Financial Services Yes 
FA Solutions Yes 
Fintech Sandbox Yes 
Magnifi Yes 
Molecule Yes 
MoneyGuide Yes 
Nitrogen Yes 
Pontera Yes 
RightCapital Yes 
SmartOffice Yes 
Wealth-Lab Yes 
bitsCrunch Yes 
cXchange Yes 

Integrations

AlternativeSoft No 
Broadridge 15(c) Board Reporting No 
Claude for Financial Services No 
FA Solutions No 
Fintech Sandbox No 
Magnifi No 
Molecule No 
MoneyGuide No 
Nitrogen No 
Pontera No 
RightCapital No 
SmartOffice No 
Wealth-Lab No 
bitsCrunch No 
cXchange No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Vendor Details

Company Name

OptionMetrics

Founded

1999

Country

United States

Website

optionmetrics.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Alternatives

Alternatives

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