Market Data
PortfolioCenter® interfaces with these third-party providers to automate the import of securities pricing, reference and index data.
- Dial-Data™
- Dial-Data provides you with a database of daily prices, historical prices and dividend information that can be downloaded into PortfolioCenter.
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Dial-Data provides electronic access to end-of-day financial market data, historical information, analytical services and data manipulation tools, through a sophisticated private data network. With more than 30 worldwide exchanges covered, pricing data is available via direct data feed for all U.S., Canadian and European exchange-traded equities and related instruments, futures, equity options, futures options, mutual funds, bonds, government issues, money markets, indexes and stock dividends. Dial-Data also offers you company profiles and news stories that can serve as a powerful screening tool and provide the kind of advanced information you need to strengthen your investment decisions.
PortfolioCenter connects to Dial-Data through a FTP connection.
For more information: www.trackdata.com
- Interactive DataSM Pricing and Reference Data
- Interactive Data Pricing and Reference Data allows you to download security pricing, evaluations, yields, split and dividend data, reference data, ratings, call schedules, pre-refund dates, factors, and other information directly into PortfolioCenter.
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Interactive Data Pricing and Reference Data has been working with Schwab Performance Technologies for over 15 years to provide quality data to meet your needs. The interface with PortfolioCenter brings you the depth and breadth of Interactive Data Pricing and Reference Data, one of the world's leading suppliers of financial information. Interactive Data Pricing and Reference Data provides global securities pricing, evaluations, and reference data designed to support financial institutions’ and investment funds' pricing activities, securities operations, research, and portfolio management.
PortfolioCenter connects to Interactive Data Pricing and Reference Data’s DATAFEEDSM service to retrieve the specific security information you request. The fast and easy download, gives you access to prices, evaluations, and reference data for equities, mutual funds, options, investment grade and high yield corporate securities, government and agency/GSE issues, CDs, pass-through securities, CMOs and ABSs, and municipal bonds.
For more information: www.interactivedata-prd.com/datafeed
- Thomson Financial – InvestmentView™
- The InvestmentView sales and research software offers you an extensive databases of current and historical market index data that can be imported into PortfolioCenter, along with client-ready presentations, and easy to use planning tools.
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PortfolioCenter clients rely on the InvestmentView Market Indexes database as a source for comprehensive information about equity and fixed income indexes, including the most popular benchmarks and investment category averages. The index return data can be imported directly into PortfolioCenter and included on performance reports.
InvestmentView provides extensive information on a wide range of investments to help you differentiate your firm, fortify and maintain client relationships, reinforce recommendations and present complicated concepts in a manner clients can easily understand. You can illustrate risk/reward tradeoffs and leverage a variety of financial planning calculators from retirement to education. Thomson Financial backs the desktop solution with customer support, training and an online help system.
For more information: www.thomsonfinancial.com/cobrand/customer/
SchwabPerformanceTechnologies/100053
Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.
Interactive DataSM is a service mark of Interactive Data Corporation. DATAFEEDSM is a service mark of Interactive Data Pricing and Reference Data, Inc. Other products, services, or company names mentioned herein are the property of, and may be the service mark or trademark of, their respective owners.