Research Tools

Data Axle

Data Axle is a provider of data, technology and marketing services for salespeople, marketers, and professionals.

Morningstar is a great resource for novice and seasoned investors and anyone in-between.

Education: Financial literacy at it pertains to investing.
- Investing Classroom – offers self-study courses on Stocks, Funds, ETFs, Bonds, Portfolios, Planning, and Retirement. Most modules include level 100-500 courses.
Research and Ratings: In-depth investment research and proprietary ratings on stocks, funds, and exchange traded funds (ETFs)
- Investors get independent, in-depth research on thousands of investments. They can use our proprietary ratings to help them narrow down investment choices and make sound investment decisions
Portfolio X-Ray
- Anyone that has an investment portfolio can use the tool to get an overview of their portfolio by stock style, asset allocation, and more. They can also see where their portfolio may have overlap. They can use the tool to see how making changes to their portfolio can affect their existing portfolio.