Leverage the “go-to” research database for investment professionals and service providers. Gain an invaluable competitive edge by providing unique data unavailable anywhere else. Seamless integration with your existing CRM or Salesforce.com. Learn more
Automate connections to custodians, prime brokers and trading floors. We work with Pershing, Morgan Stanley, Fidelity, Schwab, UBS, Merrill Lynch, Jefferies and many others. Learn more
Connect your internal systems to 3rd-party providers such as Advent, Salesforce.com, ITG, Bloomberg, Fidessa and more, eliminating dual-entry and allowing for better workflows. Learn more
Integrate control room, employee trade supervision, political contributions and automated FINRA and SEC filings all in an easy to use system for both employees and supervisors. Learn more
Get support if you need to prepare for litigation or an audit. In-depth insightful historical data in an easy to use format while being aware and up-to-date on the legal and business concerns of the financial industry. Learn more
Unlock insights and trends from your data that might otherwise be overlooked. Identify and eliminate hidden costs and discover which client profile is the best fit for your firm. Learn more
Josh has over 20 years of experience working with database technologies in a variety of capacities including analytics, visualization, performance and data conversions. He has previously held roles at Donaldson, Lufkin & Jenrette, Credit Suisse, Actimize and Jefferies.
Mark has worked in the technology field for over 20 years covering a variety of startup firms and financial institutions including Merrill Lynch, JP Morgan and Jefferies. He has worked on many projects involving big data and presentation utilizing web applications.
We look forward to working with you. Please contact us with questions or to request a demo.
Financial Intellect LLC
244 Fifth Avenue, Suite J242
New York, NY 10001