for Online Brokers Support investors trading activities

Transcription

1 for Online Brokers Support investors trading activities

2 Market information portals for a wide range of client functions Leading online brokers not only strive to offer their customers a broad spectrum of investment opportunities, but also aim to help them make decisions by providing the financial information and analytics tools they need. A market information system which can be customized can help to target different types of users such as retail investors or heavy traders. Through its PrimePortal for brokers service, Interactive Data SM provides financial information that can help online brokers to support various customer groups with their trading activities. Interactive Data s well structured, wide range of international financial market data and tools for analyzing securities can help online brokers to build a compelling online presence. By utilizing this service, online brokers can help customers find the right investments for them and in turn help boost sales of investment products via their financial portal. Interactive Data provides online brokers with the customized financial information systems they need to successfully implement their web and sales strategies. The company has more than 15 years of experience in designing innovative financial websites for brokers, with a focus on easy-to-use, target-oriented applications and functional visualization of data. In addition, PrimePortal solutions enable you to seamlessly incorporate your own investment products as well as special offers and conditions into the application. The financial portal can be easily integrated into your IT infrastructure and trading system. Success factors for online brokers The right solution PrimePortal solutions can be customized to fit your sales strategies. Seamless integration into your IT infrastructure and trading system lets your customers quickly act on their investment decisions. The right data A wide range of international data, including reference data and background information (real-time, delayed, or end-of-day), can provide a comprehensive overview of the financial markets. Intuitive search functions can assist readers in finding suitable securities and help keep them on your site longer. The right marketing visualization PrimePortal solutions can make financial market data significant by structuring the information in a way that lets users obtain a quick, sound overview of the relevant markets and financial products, helping them make the right investment decisions. The right functions Basic alerting and watchlist functions, interactive charts, and various tools for performing technical analysis of complex financial products are just some of the features that make your website attractive to diverse target groups.

3 Your financial information system: Customized and innovative Interactive Data can develop a wide range of content and specific customer requirements for customized PrimePortal solutions built on web-based software modules. In order to implement your customized PrimePortal solution and to help save costs, Interactive Data uses its open market data platform as the basis for development. The platform draws from various sources to compile market data about various security classes and redistributes the data in a standardized format to financial information systems. This platform also provides basic functionalities such as search and sorting functions. Packages offering a variety of standard functions are available in a number of product suites. Interactive Data can help with adapting the design and content range to your needs and can customize your user interface according to specific requirements. Securities suites In-depth information, such as master data and key indicators, is available via our security class-specific suites. These suites are designed to supplement the streaming packages that provide access to real-time, delayed or end-of-day quotes, and news. In addition to this, the suites include powerful search functions. Securities analysis A variety of analytics tools can be integrated into your PrimePortal solution. For example, the Interactive Charts module offers your customers professional interactive charting, and technical analysis with various technical indicators, benchmarks and automatic pattern recognition. The Risk Return Map can be used to weigh fund risks and volatility in different time periods and funds categories against potential return. The Warrant Analyser lets investors simulate different warrant scenarios depending on fair value, term of issue or implicit volatility for example.

4 Portfolio The Portfolio module from Interactive Data offers a solution, ranging from basic watchlists for monitoring potential investments to professional tools for analyzing portfolios. Your customers can use the module to map realistic portfolios or test investment strategies. Additional features, such as savings plans, information about non-traded investments, or automatic inclusion of transaction costs, provide enhanced ease-of-use. Alerting The alerting function can help to supplement the features of the portfolio solution. It is designed to automatically inform your readers about relevant events via text messages, , or online notifications. This enables your customers to respond quickly and specifically to market trends. Three steps to your PrimePortal solution Successfully deploy mobile and multi-channel strategies Comprehensive, multi-channel solutions can be deployed with PrimePortal. Provide your employees and customers with access to financial information while they are on the move, through specifically designed systems for mobile devices. Interactive Data s market data platform is designed to function as a central information hub distributing data to various devices and customized applications. Interactive Data can assist you on each step towards your customized PrimePortal solution, whilst operating and maintaining your financial information system. Define We work closely with you when designing your financial portal. You can select the required functions and content to suit your business strategy and target groups. We continuously strive to develop our product range in order to optimally map dynamic financial markets. Develop Financial Institution, Portal We develop your customized solution and adapt it to your IT infrastructure, ensuring that the financial information portal is seamlessly integrated into your web application. Operate Once your solution is up and running, we will continue to offer support by hosting and operating your financial information system in our computer centres. Also, our customer support team will be glad to assist you with any questions that might arise.

5 Experienced provider of financial information systems The development of financial information systems calls for expertise, whilst the operation of this business-critical application poses high requirements, particularly if the application is used to map financial markets. Our technical know-how and financial market expertise can also be at your disposal in operating your Prime- Portal solution. Our client support teams are ready to answer your questions and can help you keep your financial portal up-to-date with recent market trends. The computer centres which run your solution are designed to meet high security and availability requirements. Services Hosting service packages encompass basic features such as software licenses, transfer volume, and bandwidth quotas. For larger web solutions, our systems can be scaled as needed, and whenever possible, will provide additional capacity. Security and certification Interactive Data uses a high-availability network infrastructure which includes dedicated security/firewall architecture. Our security standards are subject to regular monitoring, including audits. Service PrimePortal customers can access first level support in English and German. The web-based Starboard ticket system lets you view all enquiries at a glance. Of course, you are also free to call our customer support team directly. Approach your clients Numerous online brokers in Europe and the US successfully use PrimePortal solutions from Interactive Data. They benefit from: Comprehensive advice and customised applications Easy-to-use applications to help traders to make investment decisions Intuitive searches Extensive international financial market data Seamless integration of proprietary content State-of-the-art tools for security analysis and for the administration of watchlists and alerts A flexible market data platform as the basis for rapid, cost-efficient implementation Hosted solutions with high security and availability standards If you would like to give your users the knowledge and tools to support their investment decisions, please ask about PrimePortal solutions.

6 About Interactive Data Corporation Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,400 employees in offices worldwide. For more information, please visit Amsterdam Bedford Boston Chicago Cologne Dubai Dublin Fort Lauderdale Frankfurt Geneva Glasgow Hayward Helsinki Hong Kong Houston Irvine Jersey, CI London Luxembourg Madrid Melbourne Milan Minneapolis New York Paris Rome Santa Monica Singapore Sydney Tokyo Zurich Frankfurt Sandweg Frankfurt/Main Germany Tel: + 49 ( 0 ) Fax: + 49 ( 0 ) Helsinki Merimiehenkatu 36 D Helsinki Finland Tel: ( 0 ) Fax: ( 0 ) London Fitzroy House, Epworth Street London EC2A 4DL United Kingdom Tel: + 44 ( 0 ) Fax: + 44 ( 0 ) Madrid C/ María de Molina Madrid Spain Tel: + 34 ( 91 ) Fax: + 34 ( 91 ) Milan Via Giuseppe Marcora, Milan Italy Tel: Fax: New York 100 William Street, 17th Floor New York, NY United States of America Tel: Fax: Paris 9, Rue de Téhéran Paris France Tel: + 33 ( 0 ) Fax: + 33 ( 0 ) Zurich Loewenstrasse Zurich Switzerland Tel: + 41 ( 0 ) Fax: + 41 ( 0 ) Interactive Data info-ms@interactivedata.com. Interactive Data SM and the Interactive Data logo are service marks or trademarks of Interactive Data Corporation, and registered service marks in Australia, European Community, Germany, Japan, Korea, New Zealand, Switzerland, and Taiwan. This document is provided for informational purposes only. The information contained in this document is subject to change without notice and does not constitute any form of warranty, representation, or undertaking. Nothing herein should in any way be deemed to alter the legal rights and obligations contained in agreements between Interactive Data Managed Solutions AG and its clients relating to any products or services described herein. Nothing herein is intended to constitute legal, tax or other professional advice. Interactive Data Managed Solutions AG makes no warranties whatsoever either express or implied, as to merchantability, fitness for a particular purpose, or any other matter. Without limiting the foregoing, Interactive Data Managed Solutions AG makes no representation or warranty that any data or information (including, but not limited to, evaluations) supplied to or by it are complete or free from errors, omissions, or defects Interactive Data Managed Solutions AG 08/2010