Vision Equity Analytics Suite

Starting with a suite of six tightly integrated screens, the Vision Equity Analytics Suite provides access to the most frequently used information within Vision.  Such information includes portfolio characteristics, performance attribution, stock selection tools and fundamental stock data.  

The number of screens can be expanded and customized to include data from vendors such as Barra, IBES, WorldScope, Compustat and IDC; depending upon which data vendors a given investment firm subscribes to.

Download the data sheet (pdf format) 

Vision Data Maintenance Suite

The challenge of maintaining and cleaning data within Vision can be time consuming and quite expensive.  However, with the Vision Data Maintenance Suite (VDMS), Vision reconciles can be created on the fly while your Vision support costs will be greatly reduced.  

As a suite of six tightly integrated screens, this application provides access to Security, Company, Account, Holdings, Pricing and Estimate data from your Vision database.  Each screen can be customized to include data from the aforementioned vendors.  With investment data spread across multiple sources, VDMS is an ideal solution for managing the flow of information within your investment firm. 

Download the data sheet (pdf format)

For more information, including an on-line demonstration, please take a moment to complete the information request form