CID

CID (Connected Intelligence Data) is a Thematic Intelligence platform designed to assist Asset & Wealth Managers in leveraging qualitative data. This solution caters to firms of all sizes, from small boutique companies to large global institutions. Asset Managers, Wealth Managers, Portfolio Managers, Investment Analysts, and Financial Advisors across various industries rely on CID to enhance their investment processes, track market events, customize portfolios, and improve prospecting and client monitoring.

Key Features

Thematic Intelligence: According to the vendor, CID leverages Thematic Intelligence to help Asset & Wealth Managers identify and analyze market themes and trends that can potentially drive investment opportunities.

Enrich Investment Processes: The vendor claims that CID enriches investment processes by extracting operational and investment value from all datasets, continuously finding, monitoring, and integrating qualitative data insights that may affect asset allocation.

Track Market Events: CID enables users to track market events and stay updated on the latest developments and trends. According to the vendor, the platform provides timely advice and insights in the moments that may affect clients and portfolios.

Prospecting and Client Monitoring: According to the vendor, CID helps users identify potential business opportunities by leveraging qualitative data to detect opportunities driven by liquidity events.