This article explains why a business would want to partner with us to license fundamental data solutions. Read the companion article to find out what’s included in our fundamental data solutions.
We’re a full-service financial data and data technology partner for businesses. We put together custom solutions across numerous providers, delivery mechanisms, and data types with world-class technology and support.
Our fundamental dataset is a robust collection of data that comes primarily from financial statements filed with the Securities and Exchange Commission (SEC) by publicly traded, US-headquartered companies.
In addition to as-reported and standardized line items from the 10-Q and 10-K filings, our dataset includes hundreds of metrics and ratios, company metadata, news, IPOs, insider transactions and ownership, institutional holdings, and much more.
Traditional fundamentals providers want to milk business clients for all they’re worth. Our approach is to provide value by coming in at a lower cost than bigger providers while also maintaining higher-quality data than cut-rate sources.
This focus on value allows us to take new clients from an initial consultation to a free proof-of-concept trial in a matter of days, not weeks – with personalized pricing provided within two business days. Our product experts only need a few pieces of information before they connect our developers with your technical team to get them integrated.
Faster evaluation periods save everyone money. Combined with our SDKs, world-class documentation, and support from dedicated customer success and technical teams, we get you up and running quickly.
We treat our clients like partners and invest in your long-term success. If our clients aren’t successful, they churn. If they are, they end up licensing more data from our platform. This seems obvious, but if you’ve worked with other providers you may have noticed a lack of attentiveness, slow communication, unresponsiveness to problems, and inattention to detail.
Our customers have it good. We assign you a dedicated customer success manager, provide technical assistance to guide you through integration, and make our experts available to you via chat, phone, and email. It’s almost unhealthy, but we can’t help ourselves.
We can perform custom development work, convert complex solutions into simple language, and undertake marketing initiatives to promote your platform. This relentless focus on customer success means that our clients get up and running faster and have their problems resolved quickly. It saves our customers money on their integrations and reduces their stress levels because they don’t have to navigate the complex world of financial data alone.
We create our own fundamentals datasets. This means we have flexibility in how we license it and don’t need to get anyone’s permission to allow our customers to display the data in applications to internal or external end-users.
While many hedge funds and quants use fundamentals in “black box” trading algorithms or for backtesting and other non-display use cases, the vast majority of our customers license fundamentals for a display use case in research or analytics platforms.
We want these platforms to succeed. We invest in the success of your applications by eliminating the technical and operational overhead that comes with display fees, per-user fees, and other complex licensing restrictions. If you want to display fundamentals, we will provide a straightforward price that allows you to be profitable as you grow and won’t slow your team down with reporting requirements.
Can you manually get as-reported, raw, non-standardized fundamentals for free on the SEC website? Sure! But it’s taken us the better part of a decade and sizable investments in development to extract, transform, standardize, and deliver the SEC’s “public” data into a systematic and reliable format. Instead of learning the hard way, we encourage our clients to take advantage of our expertise and focus on whatever it is that makes their business special.
We built our proprietary XBRL Standardizer to enable direct comparisons across companies and fiscal periods and to control costs and human error by eliminating manual mapping. Within 30 minutes of a company filing a new 10-Q or 10-K, that data is in your hands in an easy-to-consume format.
With hundreds of data points, tens of thousands of companies, and 10+ years of history, data quality issues are inevitable. We use accounting-based rules, machine learning, and a team of experts to proactively check for errors.
To resolve issues our system doesn’t catch, all clients have access to our built-in ticketing system for technical and data quality issues as well as chat, email, and phone support from customer success managers. We keep clients up to date on their ticket status and work hard to resolve issues promptly.
There are deeply discounted ways to license fundamental data, but these low-cost solutions sacrifice quality, transparency, and service. We have competitive prices for superior quality and service.
What sets us apart? Higher data quality, better service, faster turnarounds, and easier integrations. No one else provides a similar fundamental data product with our full complement of services at a lower total cost of ownership.
Maybe your team runs on Linux servers and works in Ruby. Perhaps you prefer to write SQL against a database or need an FTP. We’ve been at the forefront of the fintech revolution for years and have developed the capabilities, both traditional and cutting-edge, that businesses need to access data.
From SDKs and API documentation to ticketing and bulk downloads, we’ve taken the pain out of data sourcing for thousands of clients so they can focus on analysis rather than obtaining data. The tools and expertise we’ve built over the years are unmatched by other providers.
Our team cares deeply about what we do, and what you do. We’re invested in your business, and we want to see you succeed. That’s not just a platitude; you’ll see it in every interaction with us, from your first consultation to your ten millionth API call.
From account managers who are proactive about client success to developers who work late into the night to improve our data quality, we grind day in and day out so you don’t have to worry about your data.