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Bedford, MA Office

32 Crosby Drive
Bedford
MA
US

London, UK Office

Fitzroy House, 13-17 Epworth Street
London
GB

Australia, Melbourne Office

1155 Malvern Road
Malvern
Melbourne
AU

France, Paris Office

9 rue de Téhéran
Paris
FR

Ireland, Dublin Office

6 Georges Dock, 4th floor IFSC
Dublin
IE

Luxembourg, Lux Office

5th floor 28 boulevard Royal
Luxembourg
LU

Switzerland, Geneva Office

25, rue Kléberg
Geneva
CH

New York, NY Office

100 William Street, 17th Floor
New York
NY
US

White Plains, NY Office

100 Hillside Avenue
White Plains
NY
US

Santa Monica, CA Office

2901 28th Street, Suite 300
Santa Monica
CA
US

Hayward, CA Office

3955 Point Eden Way
Hayward
CA
US

Singapore Office

1 Raffles Place #21-02 One Raffles Place
Singapore
SG

Hong Kong, Central Office

2001-2005, 20/F The Center 99 Queen's Road Central
Hong Kong
HK

Channel Islands, Jersey Office

8 Hill Street St Helier
Jersey
GB

Germany, Frankfurt Office

Sandweg 94
Frankfurt am Main
DE

Spain, Madrid Office

Francisco Silvela 42 1a planta
Madrid
ES

Switzerland, Zurich Office

Loewenstrasse 2
Zurich
CH

Australia, Sydney Office

Suite 405/368 Sussex Street
Sydney
AU

Japan, Tokyo Office

Kyobashi No. 8 Nagaoka Bldg. 1F 2-20-9 Hatchobori Chuo-ku
Tokyo
JP

Location Office

International House 1 St. Katharine's Way
London
GB

Italy, Rome Office

Via Cristoforo Colombo, 149
Rome
IT

Chicago, IL Office

600 West Fulton, 7th Floor
Chicago
IL
US

New York, NY Office

100 Church Street, 11th Floor
New York
NY
US

UAE, Dubai Office

805, City Tower 2 Sh. Zayed Road
Dubai
AE

Lombard, IL Office

955 Parkview Boulevard
Lombard
IL
US

Australia, Melbourne Office

Level 36/2 Freshwater Place Southbank Boulevard Southbank
Melbourne
AU

Telephone

02072653703

Contact

tony cossey a cossey
[email protected]
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Interactive Data Enhances Primeterminal with Portfolio Analysis Functionalities

Interactive Data Corporation (NYSE: IDC), a leading provider of financial market data, analytics and related solutions, today announced that it has added a comprehensive range of portfolio analysis functionalities to its PrimeTerminal ProfessionalSM financial desktop. The enhancements are designed to allow investment advisors and wealth managers to access and analyse their customer portfolios directly in PrimeTerminal.

The new portfolio functionalities include real-time or delayed options to analyse the current value and weighting of individual items, as well as the profit or loss generated by individual items or the overall portfolio. Portfolios can be created for all relevant currencies, a feature designed to support the workflows of advisors working in the private banking segment or at global banks. Customised solutions, such as sample portfolio reports complete with asset allocation, performance charts, profit and loss calculations and other key figures, are also available. Users can benefit from other advantages offered by PrimeTerminal, including a broad dataset covering major international trading venues and asset classes, as well as an easy-to-use and intuitive interface.

PrimeTerminal offers a variety of options for analysing and managing portfolios designed to allow users to store existing investor portfolios as ‘sample portfolios’ and test new investment strategies or the potential effects of changes to the portfolio structure. When PrimeTerminal is integrated into a bank’s systems, users can open, analyse and execute transactions in existing portfolios directly in the terminal.

"Adding portfolio functionalities to PrimeTerminal is a major enhancement aimed at providing significant added value to the workflows of investment advisors, particularly in the private banking segment," said Carsten Dirks, managing director, Interactive Data Managed Solutions. "PrimeTerminal offers a powerful tool to support investment advisors and wealth managers in their advisory role and in more effective management of customer portfolios."

PrimeTerminal is offered by Interactive Data Managed Solutions.