CFRA partners with many of the largest wealth management firms, RIAs, and private banks worldwide to deliver industry-leading independent research, data and analytics so you can attract, retain, and empower your advisors and clients.
Empower your advisors and users with industry-leading insights and data
Independent research and data that scales as you grow
A full suite of independent investment research and data designed for the wealth management community
Select and monitor investments
Fundamental Equity, ETF, and Mutual Fund Research
Give your advisors and end-users the tools they need to research, select, and monitor stocks, ETFs and mutual funds with our full suite of equity and fund insights.
Fundamental Equity Research
Qualitative coverage of 1,600+ companies, and quantitative coverage of 13,000+ global companies. Features CFRA’s proprietary STARS recommendations that enable investors to better understand trends and themes in the market.
ETF & Mutual Fund Research
Differentiated coverage on nearly 2,500 ETFs and more than 15,000 mutual funds, leveraging CFRA’s unique holdings-based methodology and the industry’s most comprehensive database of ETF constituent holdings data, reference and classification data, investment analytics, and daily pricing, flows and statistics.
Build dynamic tools, screeners, and applications
Customized, scalable award-winning technology
Our Research-as-a-Service (RaaS) APIs give you a flexible and customized solution to integrate atomized research and data into your technology environment so you can quickly create and deploy custom tools and applications across your entire enterprise.
We’ll partner closely with you through customized and iterative design and deployment cycles to speed deployment and keep costs down.
Our award-winning API has received recognition as:
- 2020 WealthManagement.com – Innovation Disruptor finalist
- 2020 Wealth Tech 100 – Finalist
- Featured in 2020 AWS Case Study - SMB leveraging AWS technologies
Manage regulatory risk and compliance
Independent third-party insights and data