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Transaction Monitoring
Follow the money with effective and efficient transaction monitoring tools from WealthEngine. You can determine if a client or prospect is a company insider with liquid assets, qualifies as a high-net-worth individual, or is making news with their personal, business, or philanthropic interests.
Get the entire story with monitoring tools:
| PinpointSM | Dialog NewsRoomSM |
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Download Overview Pinpoint provides a detailed and up-to-date breakdown of an individual’s stock holdings by transaction type, based on 144 filings. It also outlines stock options, both vested and unvested, providing maturation dates and strike prices. Search based on an individual or company. You can also build a “watch list” portfolio of clients and prospects and track trading activity on direct and indirect holdings. |
Monitor clients’ and prospective clients’ business, social, philanthropic and other newsworthy activities. Included in FindWealth Online, Dialog NewsRoom allows you to set up news Alerts to go straight to your email so you’ll be the first to know when your client or prospect is making news. Dialog NewsRoom is the largest global news source available in the industry today. Covering 11,000 leading newspapers, business magazines and newswires from all regions of the globe, Dialog NewsRoom is comprised of abstracts and fulltext records from the world's leading:
With Dialog NewsRoom, you can search hundreds of news sources simultaneously because the sources are grouped together for unparalleled depth, breadth and precision search and retrieval. Find the information you need — first, fast and accurate. |
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