Module RA — Live
Research & Analysis
The research desk, rebuilt for speed.
A complete research and portfolio workstation for advisors and managers: markets, securities, funds, screening, macro and portfolio construction — one fast, uncluttered workspace with institutional depth underneath and none of the terminal clutter on top.
ra.investintell.com
Capabilities
One workspace, the whole research day
Research, end to end
Call up any listed company and see the whole picture at once — decades of price history on interactive charts, fundamentals, sector context and the news that moves it.
See inside every fund
Deep profiles for funds and ETFs: strategy, fees, performance and peers — plus true look-through to the underlying holdings, so you judge what a fund is, not what it is called.
Portfolios under discipline
Track model and client portfolios with position-level detail: drift from target, rebalancing suggestions, guardrail monitoring and full look-through into everything they hold.
Construction, guided
Define your universe, express your views, set your constraints — and let the builder return allocations you can interrogate across risk, allocation and history before a single trade.
A screener that keeps up
Filter thousands of instruments across dozens of measures, study the distribution of the field, and export the shortlist — in seconds, not sessions.
The macro picture, scored
Regional scorecards, global indicators and a house market-regime signal give every portfolio decision a weather report to stand on.
Datasheet
Specifications
- Access
- ra.investintell.com
- Status
- Live — by subscription
- Coverage
- Funds, ETFs and public equities — US & Europe
- History
- 15+ years of daily market history
- Data spine
- Investintell Data Lake
- Built for
- Advisors, analysts and multi-advisor firms
The suite
Works alone. Better in company.
Next
See it focused on your book.
A private demonstration on your real use case, arranged directly with our team.