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.
Wealth Management
Financial Research for Wealth Management Professionals
Independent research and data that scales as you grow
A full suite of independent investment research and data designed for the wealth management community
Actionable Research
CFRA provides in-depth fundamental and forensic analysis, helping wealth managers make informed investment decisions and stay ahead of market trends.
Risk Management Tools
Custom watchlists, model portfolios, and risk assessment tools enable wealth managers to monitor portfolios and mitigate potential risks effectively.
Forward-Looking Insights
CFRA delivers forecasts and macroeconomic insights that empower wealth managers to plan strategically and align client portfolios with future market shifts.
Comprehensive Wealth Management Research for Advisors
CFRA provides wealth managers with comprehensive investment research, including insights on stocks, ETFs, and mutual funds, alongside award-winning APIs to build custom tools for portfolio management, regulatory compliance, and scalable technology solutions.
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.
Public Policy & Legal Research
CFRA’s Public Policy & Legal Research offers actionable insights into how public policy changes and legal developments impact industries and companies. With forward-looking analysis, it helps investors navigate key issues affecting portfolios, ensuring informed decision-making.
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
Our Financial Research Platforms
CFRA provides expert wealth management research to help navigate market complexities and optimize client portfolios. Our research encompasses fundamental analysis, ETF data, and insights into public policy trends that shape financial markets, ensuring wealth managers can make data-driven, forward-thinking decisions.
MarketScope Advisor
Comprehensive Fundamental Research at Your Fingertips
Access a secure, web-based platform delivering the complete suite of CFRA's fundamental research.
Stay Ahead of Market Trends
- Gain expert insights with thought leadership, macro analysis, and thematic reports to help you understand market dynamics, historical patterns, and strategic opportunities.
Build and Manage Portfolios with Confidence
- Leverage dynamic screening tools and model portfolios to validate investment ideas, research trends, and construct robust portfolios.
Proactively Manage Risk
- Use custom watchlists and alerts to monitor investments, helping you mitigate risk across client portfolios and your own practice.
Lowry Research
Expert Technical Research to Guide Your Investment Decisions
Lowry Research offers secure, web-based access to a full suite of technical analysis tools.
In-Depth Market Insights
- Stay up to date on industry and sector movements with timely commentary and outlooks, supported by detailed trend analysis.
Seize Opportunities with Precision
- Utilize advanced charts and tools to pinpoint buying and selling opportunities based on growth, value, momentum, and capitalization.
Mitigate Risk with Daily Monitoring
- Receive daily scans and alerts for stocks that meet specific triggers or special situations, ensuring you stay informed and ahead of potential risks.
Public Policy Insights
Actionable Public Policy and Legal Insights
Stay informed with critical, forward-looking analysis on how public policy and legal changes impact industries and companies.
Deep Dive Beyond the Headlines
- Understand the real implications of policy and legal developments with detailed analysis that goes beyond surface-level news coverage.
Stay Ahead with Forecasting and Analysis
- Receive forecasts on key issues affecting your portfolio over the coming weeks and months, ensuring you're prepared for market shifts.
Regular, Timely Insights
- Bi-weekly updates and special reports keep you informed, helping you enhance client interactions and stay on top of major policy and legal developments.