MarketScope Advisor

Enhance Your Investment Decisions with Actionable Stock, ETF and Mutual Fund Research

How MarketScope Advisor Empowers Your Investment Process

MarketScope Advisor gives users access to our full suite of fundamental equity, ETF, and mutual fund research so you can stay on top of changes in the markets in real-time.

Actionable insights at your fingertips

Gain a deep understanding of the bigger picture with our macro and thematic commentary, keeping you informed of the latest developments and trends across global markets. 

  • Expert Market Insight and Analysis: Stay up-to-day on key economic and market trends with in-depth analysis of historical patterns, strategic forecasts, and market momentum.  
  • Industry-Specific Intelligence: Dive into comprehensive industry insights that highlight critical drivers, fundamental shifts, recent performance, and emerging trends. 

Monitor Investments and Manage Risk Effectively

 Safeguard your client portfolios and practice with tools designed to help you stay ahead of risks. 

  • Custom Watchlists: Keep a close eye on stocks, mutual funds, and ETFs with personalized watchlists for streamlined monitoring. 
  • Real-Time Alerts: Stay informed with instant notifications whenever new research or key market updates are published, helping you manage risks proactively. 

Build Smarter Portfolios and Select Winning Investments

Enhance your investment strategies with powerful tools for portfolio construction and investment selection. 

  • Custom Investment Screening: Generate new ideas or validate your investment thesis with customizable screening tools for stocks, ETFs, and mutual funds. 
  • Ready-to-Use Model Portfolios: Access 15 turnkey stock and ETF model portfolios with proven track records spanning up to 24 years, along with 5 recently launched ESG-focused models. 

Start Your Free Trial Today – No Commitment Required

MarketScope Advisor gives users access to our full suite of fundamental equity, ETF, and mutual fund research so you can stay on top of changes in the markets in real-time.

Core Features and Advantages

During your two-week trial of MarketScope Advisor, access critical insights to guide your investment strategies:

  • The Outlook: Weekly newsletter with market behavior analysis and asset allocation tips.
  • Industry Surveys: Reports on 68 industries and 11 sectors, highlighting key drivers and trends.
  • Fund and Stock Research: In-depth analysis of 1,800+ ETFs, 15,000+ mutual funds, and 15,000+ global stocks.

Streamline your portfolio management with:

  • Screening Tools: Identify stocks, ETFs, and funds aligned with your clients' goals.
  • Watchlists and Alerts: Monitor markets easily with custom watchlists and real-time alerts.
  • Model Portfolios: Access 15 stock and ETF portfolios built on CFRA’s expert methodologies.

Gain exclusive access to:

  • Analyst Calls and Webinars: Join expert-led sessions for financial advisors.
  • Thematic Research: In-depth articles on market and industry trends.
  • Market Movers & Economic Data: Real-time data to help you act on timely opportunities.

Start your trial today to experience all MarketScope Advisor offers.

Get Started With Your 2-Week Free Trial Today.

Why Financial Advisors 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.