Intrinio Delivers Affordable Access To Financial Data Sets

Video and article originally posted on RIA Channel. To view original post, click here.

Rachel Carpenter,  Co-Founder & CEO, Intrinio met with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of her company and its role in the RIA space.

Carpenter and her partner noticed that data was becoming increasingly expensive and difficult to access.  “We decided to create a new type of model for delivering financial data,” says the Co-Founder.  Intrinio, an a la carte style platform, allows users to pick and choose from over 300 types of financial data feeds. “You’re only paying for what you need,” explains Carpenter. Currently, the firm covers a million securities globally, as well as robust ETF data.

Rather than pushing ready-made platforms straight to advisors, the company primarily sells APIs to developers. Intrinio data feeds are being utilized in a range of apps, risk analytics and trading tools.  “We want to be the engine powering FinTech,” says Carpenter.


Morningstar’s Rothschild On Empowering Advisors Through Data

Video and article originally posted on RIA Channel. To view original post, click here.

Tricia Rothschild, Chief Product Officer, Morningstar met with Julie Cooling, Founder & CEO, RIA Channel at the 2018 Fearless in Fintech conference to discuss how advisors can distinguish themselves with data.

In an increasingly competitive environment, advisors are feeling the pressure to add value and differentiate their offerings. Morningstar has met this growing challenge with what Rothschild calls, “doubling down on data.” In addition to examining and improving current data sets, Morningstar recently announced a partnership with Mercer. The move will bring institutional level data into the retail/wealth space.

A big emphasis for the Morningstar platform, is helping advisors address what’s most important to investors. For example, the risk modeling capability on Morningstar Direct allows advisors to show clients, in real time, their level of a specific risk exposure. “Within ten minutes, an advisor can run the scenario and have a talking point,” says Rothschild. Ultimately, the platform aims to empower advisors through quick access to relevant data. Morningstar Office, an end-to-end cloud-based version of the platform, offers advisors billing, accounting, and reporting capabilities.

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