Our Users

Discover how investment professionals across different roles leverage PTR's research platform

Asset Managers

  • Tools for item selection and identification of Leaders and Laggards
  • Extremely broad stock coverage, relentless updates and alerts
  • Intelligence monitors power industry diversification decisions
  • Powerful stock ratings and ranks
  • Ongoing identification of New Ideas

Wealth Advisers

  • Tools for answering the question, 'what do I need to know right now?'
  • Constant awareness through early warnings and alerts
  • Deep group and industry coverage fosters identification of emerging exploitable strategy ideas

Research Analysts

  • Deep industry coverage, early warnings and rigorous analytics addressing both equity and fixed income analysis
  • Ratings and scores help identify Leaders and Laggards over actionable horizons
  • Disciplined valuation framework relates investor expectations to their valuation consequences

C-Suite Analysts

  • Applicable to all aspects of Financial Planning and Analysis
  • Capital market intelligence to aid Corporate Development efforts
  • Performance benchmarks relate company performance to investor expectations for peers and competitors
  • Disciplined valuation framework links fundamental performance to valuation consequences

FinTech Providers

  • Deep content based on extremely broad coverage, relentless updates, early warnings and alerts
  • Stock ratings and ranks across all groups and industries enable an array of investment approaches
  • Long experience with on-line research distribution platforms
  • Very flexible access to content powered by Web apps and APIs

Online Investors

  • Ratings and ranks provide perspective on relative attraction of individual stocks and groups of interest
  • Combined with relentless updates/alerts and very broad coverage these ratings power actionable investment decisions across a variety of investment strategies
  • Actionable new Ideas as well as Leaders and Laggards are consistently identified