CFRA, a provider of independent investment research, today announced the launch of a new Research-as-a-Service (RaaS) API solution which allows for the integration of CFRA’s research and data into client portals.
Clients can use the easy-to-access API structure to bring select components of CFRA content such as STARS equity research and rankings, timely thematic research, industry and sector outlooks, investment strategy, and other content into their applications. Individual elements can be combined to create a truly bespoke experience for their clients and advisors.
This suite of tools is aimed at helping clients deliver the powerful applications that advisors and clients seek, such as an Idea Generation Hub, which highlights timely topical research that is actionable based on emerging trends; a powerful Screener, to uncover new investing ideas and risks to avoid; and personalized Research Dashboards for each advisor and client. Clients will be able to receive data and research directly in their applications or databases as it is published by CFRA’s globally respected team of analysts.
"By providing a completely dynamic Research-as-a Service delivery model, advisory firms can differentiate themselves and provide valuable resources to their clients, particularly in the challenging times in which we currently find ourselves," added Schlegel. "Advisors will be able to spend less time mining for insights to share with their clients, and more time serving their clients with valuable interaction and guidance."