NDR can partner with your firm to deliver value-added investment resources across your organization. With the flexibility to choose from numerous offerings to fit your needs. We can help scale your business by leveraging our investment expertise and extensive financial market content.
Logistically, what does this all mean? We can provide off-the-shelf or custom content for your platform or simply provide access to our subscription services for your investment team or affiliated advisors in the field. In short, we offer comprehensive content with the flexibility to meet your investment research needs.
Use case #1: Select content placed on partner’s platform that is available to all of their end clients. A mixture of publications, charts, and ETF and stock tearsheets.
Use case #2: Custom content placed on partner’s website to assist with marketing efforts.
Use case #3: Research content access: a blend of services and content (delivered insights, charts, and reports) to support partner’s business development.
Use case #4: Enhance asset allocation decision and models, providing experience, technology, and a rich database. Includes turn-key solutions for separately managed accounts.
Amy Lubas, CFA
Director, Wealth Management & Advisory Solutions
Brian Sanborn, CFA
SVP, Wealth Management Solutions
Please note that you are using an unsupported browser. While the site will continue to function, you might
experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.