A streamlined, intuitive platform designed for institutional investors. CFRA’s Institutional Portal now includes our full suite of public policy and legal research in addition to our forensic accounting, and bespoke solutions, giving you seamless access to our latest institutional insights. With powerful customization tools, real-time alerts, and seamless browsing, the enhanced portal helps you surface actionable intelligence to make smarter and faster investment decisions.
Institutional Portal for Forensic, Legal, & Policy Research
Smarter Institutional Investment Decisions Start Here
Discover What’s Inside the Institutional Research Portal
Key Capabilities for Institutional Investors
Personalized Homepage
Your custom dashboard brings everything together:
- Real-time access to our latest publications
- Top-trending research across all CFRA users
- Upcoming conference calls and registration links
- Recently viewed reports and tickers
Research Hub
Search less. Discover more.
- Access newly published and archived research
- Filter by ticker, Watchlist, author, industry (GICS), or keyword
- Smart Search to pinpoint exactly what you need
- Seamless browsing of entitled content
Alert Manager
Stay ahead with precision alerts.
- Customize notifications by ticker, author, topic, or keyword
- Real-time publishing alerts
- Replace traditional email lists with user-defined triggers
Watchlist Integration
Always have your top priorities front and center.
- Create and manage custom watchlists
- Manually add or upload tickers via CSV
- Watchlists sync across your homepage, Research Hub, and Score Page
- Export for deeper portfolio analysis
Conference Call Hub
Join live. Read later.
- Register for Washington Analysis analyst calls (based on subscription)
- Access transcripts and replay past calls—on your schedule
Getting Started with the Institutional Portal
Already a subscriber? You’ll receive a welcome email with everything you need to log in. New to CFRA? Book a demo to see how the portal can support your investment process.
Experience Smarter Institutional Research Today
Whether you're evaluating public policy developments, identifying forensic red flags, or just beginning your research journey with CFRA, the Institutional Portal delivers a smarter way to access critical insights. From real-time alerts and personalized watchlists to deep-dive research, this streamlined platform is built for institutional investors who need to act fast and think ahead.
New to CFRA?
See how the platform can support your unique research need for policy, forensic, or both.
Already a Policy or Forensic Subscriber?
The CFRA Institutional Portal brings all your subscribed research (policy, forensic, and beyond) into one streamlined experience. Your access is automatically tailored to your current subscription.
Looking to expand your research coverage? Contact your Account Manager to explore additional access options.
Why Wealth Managers Trust CFRA Research
Trusted by Over 2,000 Financial Institutions Worldwide
Leading banks, wealth management firms, and institutional investors rely on CFRA’s independent research to make informed decisions and enhance portfolio performance.
40+ Years of Market Expertise
With over four decades of providing deep, actionable investment insights, CFRA continues to set the standard in delivering unbiased research that empowers financial professionals.
Award-Winning Research Backed by a Global Team of Analysts
CFRA’s team of seasoned analysts delivers cutting-edge market intelligence, earning industry recognition for its unparalleled coverage across sectors, stocks, and global markets.