With the growing number and complexity of instruments in today’s markets, investors expect advisors to do more than provide quotes and market overviews. They want their financial advisors to provide expert advice and global investment strategies designed to maximize their returns. As such, timely financial market information, solution-centric search and analysis functions as well as comprehensive market news are indispensable for wealth management, private banks, asset managers and retail advisors.
PrimeTerminal Professional is a dynamic, highly customizable financial market data terminal solution incorporating many of the requirements of professional financial advisors. It is a robust and sophisticated offering designed to help investment professionals provide their clients with intelligent, insightful advice and a high level of service. PrimeTerminal can be tailored to fit the respective content and functionality requirements, and can be mapped to the individual workflow process.
PrimeTerminal Professional is designed to increase efficiency by featuring:
- An intuitive, convenient and user-friendly interface that requires only minimal training
- Access to global real-time and historical data, analytics, fundamentals, research data and news, as well as fixed income evaluated pricing, securities pricing and reference data for more than 7 million instruments
- Direct links between financial market data and the corresponding securities, providing users with a convenient, comprehensive market overview
- Sophisticated cross asset criteria search functionality
- The ability to seamlessly integrate proprietary content, provided by Interactive Data or by a third-party
- A mobile solution for BlackBerry® devices, designed to enable users to monitor the markets while on the move
PrimeTerminal Professional's user interface is intuitive and easy to use. Users can arrange various displays to adjust their individual work space to their specific needs. The terminal solution may be tailored to a financial institution’s workflows by integrating bespoke functionality and interfacing with internal data, such as research results or client portfolios, as well as content management and customer relationship management systems. The terminal is available in various country-specific versions and languages, such as English, German, French, Italian and Spanish.
PrimeTerminal Mobile for BlackBerry® provides a wide range of the desktop’s content and functionalities, offering access to the broad range of real-time quotes, historical and reference data, charts, business news and market overviews. Portfolios and watchlists can be easily accessed, to check the performance of individual positions or an entire portfolio. PrimeTerminal Mobile replicates users’ personal portfolio settings and individual data customization from their desktop application. For more information please click here.
PrimeTerminal Professional provides access to global real-time quotes, historical and fundamental data, risk figures, performance indicators, company data, annual reports and consensus estimates or analyst recommendations from clients and other organizations. What’s more, PrimeTerminal offers access to a vast wealth of award-winning* independent fixed income evaluated pricing, securities pricing and reference data for more than 7 million instruments. To supplement this information, PrimeTerminal provides technical and financial mathematical analytics for various asset classes. Data and functionality permissioning and cost allocation on a per user basis are designed to facilitate flexible and focused utilization of the terminal.
PrimeTerminal is a platform-independent, Web-based Java application that is available as either a hosted or deployed solution. It runs via an Internet connection or leased line to Interactive Data, which can reduce infrastructure costs and help to ensure easy installation and less maintenance.
Download a brochure on PrimeTerminal Professional.
*Interactive Data was named “Best Third-Party Valuation Provider” in the Credit Awards Americas 2010, and “Best Evaluated Prices Services Provider” in the Inside Reference Data Awards in both 2009 and 2010.