Interactive Data's wealth management solution is designed to empower organizations to create a firm-specific market data end-user experience. This highly customizable solution goes beyond merely displaying data, by providing comprehensive searching capabilities and presenting the data in context, via a visually stunning format, thereby helping advisors to quickly and easily access and compare key market and client data.

Advisor Dashboard
The Advisor Dashboard is designed to provide a broad view of overall market activity and client holdings. Firms can integrate their internal information (including news, research reports and commentary) with detailed securities information, to create a holistic view for their advisors.

Portfolio Tracker
The Portfolio module is designed to offer a wide range of capabilities, from a simple watch list to a professional portfolio analysis tool. These capabilities help to support investment decision making and the customer advisory process.