Research Information Record information on companies Targeted for investment Customers, competitors and suppliers of target companies Record earnings estimates Download quarterly and yearly high and consensus street estimates Integrates with investment research programs like Baseline®, Factset®, Orion®, WONDA®, FirstCall®, Research Direct®, etc. Location independence Information easily available regardless of location Main office Remote offices Home Traveling Client data available to management, portfolio managers and client liaison personnel Holdings data available to researchers and portfolio managers Client Information Integrates with Trading/Portfolio programs like Advent's AXYS/Moxy® Download Performance Information Download Investment Restrictions Manages relationships between clients and advisors/consultants   Investment Information Download shares held, shares outstanding, average daily volume, industry group ranking Can be integrated with Trading programs and Portfolio management programs to display Basis price Current price Shares held Days held

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