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Portfolios – set up an unlimited number of subsets of mutual fund CUSIPs as portfolios and track changes for any or all data points for which you have an interest.
Inquiry – search for current mutual fund data and see historical values for changed fields.
Reporting – a rich user interface provides canned reports and the flexibility to develop custom reports, which can be saved in a report bin for ongoing use.
Extracts – create custom extracts of all changes to CUSIPs or just additions and deletions. Extract definitions can be saved as templates for re-use. Output available in fixed length, comma delimited and XML formats.
Dashboard – at log-in, subscribers are welcomed by a dashboard summary of updates to CUSIPs and notification of CUSIP additions to MFPS. |
