Enrich credit research & portfolio management
capabilities with our suite of powerful analytical
tools and robust database.
Improve client service with real-time, actionable
information. Protect your firm with our innovative
Geo Score is a calculation that brings together economic and demographic factors to help understand the fiscal well-being of a location.
Leverage current economic and demographic data to
gain new insights into portfolio holdings through innovative visualization and analytical tools.
Gain new insights into portfolio holdings through visualization and analytical tools. Disseminate credit research by CUSIP directly to the Financial Advisor’s desktop. Focus credit research based on activity of the Financial Advisors.
Enable your firm to more effectively adhere to regulatory requirements of the MSRB, FINRA, SEC and OCC. Protect from reputational risk through efficient and better control. Execute internal processes through analytical tools and robust technology infrastructure.
Gain real-time insight to your client’s holdings through alerts and research directly from your Credit Analyst in a consolidated view. Improve customer satisfaction with timely delivery of easy to access CUSIP-driven reports, while protecting you and the firm.
How You Stack Up Against the Indices and Sobering...
Lumesis - April 14, 2014
Exports Impact on State GDP, the Fed Speaks and Musings...
Lumesis - April 7, 2014
“Shaken Not Stirred”, Employment Observations and Taxes
Lumesis - March 31, 2014
March 2014 DIVER Geo Scores Released
Lumesis - April 3, 2014
Lumesis Inc. Appoints Peter M. Newman as Managing Director
Lumesis - April 1, 2014
White Paper Discussing NEW Municipal Time-of-Trade Disclosure...
Lumesis - March 20, 2014