A financial analysis desktop and mobile platform that provides access to real-time market data, news, fundamental data, analytics, trading, and messaging tools. Covers multiple asset classes with customizable workspaces and APIs for integration.
Systems that support issuance, trading, and management of capital market instruments such as stocks, bonds, and derivatives.
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Multi-Asset Support Ability to handle equities, fixed income, derivatives, FX, and other instruments. |
Refinitiv Eikon provides access to equities, fixed income, FX, commodities, and derivatives, and is widely recognized for multi-asset data and analytics coverage. | |
Order Routing Configurable order routing to global markets and venues. |
Trading and order management features include connectivity to global markets and configurable order routing via Eikon’s EMS/OMS capabilities. | |
High Throughput Number of orders processed per second. |
No information available | |
Low Latency Execution Average time from order entry to execution. |
No information available | |
Pre-Trade Risk Checks Real-time pre-trade compliance and risk checks. |
Eikon supports pre-trade risk checks as part of its trading toolset and compliance modules. | |
Algorithmic Trading Support for execution algorithms (VWAP, TWAP, POV, etc). |
Refinitiv Eikon offers support for algorithmic trading, including VWAP, TWAP, and other execution algorithms via integration with EMS. | |
Direct Market Access (DMA) Direct connectivity to market venues without intermediaries. |
Eikon provides DMA to multiple venues for eligible users, as highlighted in Refinitiv’s documentation and customer materials. | |
Smart Order Routing Automation to optimize execution across multiple venues. |
Smart order routing is available through Eikon’s EMS for optimal execution across venues. | |
Order Lifecycle Management Tracking and management of order status from initiation to settlement. |
End-to-end order lifecycle management is standard in Eikon’s trading suite. | |
Trade Enrichment Augmenting trades with additional reference data or client attributes. |
Trade enrichment is supported with reference data overlays and integration with client/proprietary data. | |
FIX Protocol Support Seamless integration with counterparties and venues via the FIX protocol. |
Eikon supports FIX protocol for market and counterparty connectivity. | |
Error Handling Robust mechanisms for error detection, reporting, and resolution. |
Error detection and reporting is a core part of order, trade, and data workflows in Eikon. | |
Block Trading Handling of large block orders and negotiation workflows. |
Block trading features available; supported for selected asset classes and venues. | |
Order Staging Staging area for compliance and operational checks before release. |
Order staging is supported for compliance and operational checks pre-release. |
Real-Time Risk Calculation Horizontal and vertical risk metrics updated live. |
Eikon includes live risk analytics dashboards supporting real-time calculations. | |
Credit Limit Monitoring Automated monitoring and control over trading limits. |
Credit limit monitoring and alerts are standard risk controls in Eikon. | |
Market Abuse Detection Surveillance for insider trading, spoofing, and other abuses. |
Market abuse and surveillance modules are part of Eikon’s compliance toolset. | |
Regulatory Reporting Support for MiFID II, Dodd-Frank, EMIR, and other jurisdictional reporting. |
Regulatory reporting modules include support for MiFID II, Dodd-Frank, EMIR, etc. | |
Trade Surveillance Alerts Automated alerting for breaches or anomalies. |
Trade surveillance alerts configurable; automated notifications for threshold breaches. | |
Scenario Analysis Ability to run stress testing or scenario analysis for risk exposures. |
Eikon enables scenario analysis and stress testing for positions and portfolios. | |
Pre-Trade Compliance Checks Prevent trades that would violate regulatory or client compliance rules. |
Pre-trade compliance is supported via regulatory rules that can block non-compliant orders. | |
Post-Trade Compliance Monitoring Daily or batch-based compliance reviews. |
Post-trade compliance monitoring is a standard reporting/oversight feature. | |
Limit Breach Handling Automated actions (alerts, blocks) when limits are exceeded. |
Automated handling of credit/risk breaches present (alerts, system blocks/options). | |
Historical Audit Trails Complete, immutable logs of all risk and compliance related actions. |
Eikon features extensive historical audit trails for orders and risk decisions. | |
Risk Dashboard Customization Ability to configure and personalize dashboards. |
Risk dashboard layout and widgets are customizable per user/institution. | |
Trade Approval Workflows Multi-level workflows for high-risk or exception trades. |
Multi-level trade approval workflows are available for high risk or exceptional trades. | |
Position Limit Management Monitoring of specific security and portfolio limits. |
Position limit monitoring by asset, client, and portfolio are part of risk management. | |
Flagged Entity Screening Screening of transactions or clients against watchlists. |
Client and transaction screening can be set up using integrated 3rd party data sources. |
Exchange Connectivity Direct or via service providers to multiple market venues globally. |
Eikon connects to countless global exchanges both directly and via service providers. | |
Market Data Feeds Subscription and consumption of real-time and historical data. |
Wide coverage of real-time and historical market data feeds. | |
Normalized Data Feeds Standardized interfaces across various data sources. |
Data feeds are delivered in normalized structures for interoperability across modules. | |
Latency Monitoring Measuring and optimizing data transfer speeds. |
Eikon provides latency analysis and monitoring through its infrastructure tools. | |
Data Feed Redundancy Failover mechanisms for critical data sources. |
Core market data infrastructure includes redundancy and failover. | |
Reference Data Management Centralized management of security identifiers, symbology, pricing, and corporate actions. |
Centralized reference data management is embedded via Refinitiv’s Symbology and data standards. | |
API Integration Comprehensive APIs for inbound and outbound data. |
Open APIs and SDKs for inbound/outbound data are well documented for Eikon. | |
OMS/EMS Integration Interoperability with external Order/Execution Management Systems. |
External OMS/EMS integration is supported via APIs, including FIX and proprietary adapters. | |
Cross-Venue Aggregation Aggregated view of orders, quotes, and trades across venues. |
Aggregated cross-venue view for trading and pricing via consolidated Eikon dashboards. | |
Connection Bandwidth Maximum data throughput supported. |
No information available | |
Data Latency Time taken for market data to reach the client. |
No information available | |
Multi-Timezone Support Ability to operate seamlessly in multiple regional time zones. |
Eikon operates globally and supports users in multiple time-zones seamlessly. | |
Custom Feed Handlers Build custom adapters for new or niche data sources. |
Custom adapters can be built for additional data sources using Eikon’s API toolkit. | |
Data Usage Monitoring Track data consumption for cost or regulatory reasons. |
Dashboard and analytics modules track data usage/consumption. |
Trade Confirmation Electronic delivery and affirmation of trade details with counterparties. |
Trade confirmation workflows supported with electronic affirmation to counterparties. | |
Clearing Connectivity Integration with central counterparties and clearinghouses. |
Eikon integrates with clearinghouses and CCPs for post-trade processing. | |
Automated Settlement Instruction Generation and delivery of SWIFT and other settlement messages. |
Automated SWIFT and other settlement instructions supported. | |
Settlement Cycle Support Supports multiple settlement cycles (T+0, T+1, T+2, etc.). |
Multiple settlement cycle support, including T+0, T+1, T+2 etc. | |
Fail Trade Handling Processes for managing failed or unmatched trades. |
Dedicated processes and dashboards for dealing with failed or unmatched trades. | |
Reconciliation Tools Automated trade and position reconciliation across systems. |
Automated reconciliation tools available for trades and positions. | |
Trade Matching Rates Percentage of trades automatically matched and settled. |
No information available | |
Physical and Book Entry Settlement Support for both physical and electronic settlement types. |
Supports both physical and book-entry settlement for relevant instruments. | |
Corporate Actions Processing Automated handling of dividends, splits, etc. |
Corporate actions processing for a wide range of asset classes is automated. | |
Custodian Integration Straight-through processing with custodian banks. |
Integration with custodian banks is supported for straight-through processing. | |
Settlement Exception Management Exception tracking, workflow, and resolution tracking. |
Exception management workflows exist for settlement processes. | |
Regulatory Settlement Reporting Automated compliance with settlement reporting standards. |
Regulatory settlement reporting tools available where jurisdictionally required. | |
Settlement Volume Capacity Maximum number of trades settled per day. |
No information available | |
Fee and Tax Calculation Automated calculation and reporting of settlement fees and taxes. |
Settlement fee and tax automation supported for global markets. |
Real-Time Analytics On-the-fly analysis of trades, positions, and risk. |
Real-time analytics dashboard is one of Eikon’s main differentiators. | |
Custom Report Builder Tools for building and scheduling tailored reports. |
Highly flexible custom report builder part of analytics suite. | |
Regulatory Reporting Templates Pre-built templates for regulatory compliance. |
Regulatory reporting templates for a wide range of regimes are supplied. | |
Client-Specific Reporting Support for customized client and investor reports. |
Client- and investor-specific reporting is configurable. | |
Data Export Capabilities Export to formats like CSV, XML, JSON, or direct API feed. |
Data export to CSV, JSON, Excel, XML, and API available. | |
Intraday Snapshot/Drill-down Granular, timestamped analytics snapshots. |
Intraday analytics and drill-down possible for granular analysis. | |
Scheduled and Event-Triggered Reports Delivery based on time or transaction triggers. |
Scheduled and event-triggered reports are supported. | |
KPI Dashboard Real-time tracking of key performance indicators. |
KPI tracking available via dashboard modules. | |
Reporting Throughput Number of reports generated per hour. |
No information available | |
Interactive Data Visualization Graphs, charts, and interactive visuals for exploring data. |
Interactive data visualization via charts, heatmaps, graphs is a major UI focus. | |
Historical Data Access Access to trade, position, and P&L history. |
Access to historical trading and analytics data is standard functionality. | |
Role-Based Report Access Different access privileges per user type. |
Role-based reporting is present, with permissions controlling report access. | |
Automated Error/Exception Reporting Flag and document unusual data conditions. |
Automated error and exception reporting is integrated, especially in analytics and trade modules. | |
Flexible Report Distribution Email, SFTP, API, or secure portal delivery options. |
Flexible distribution of reports via email, SFTP, secure web, and API. |
Horizontal Scalability Able to add additional servers/nodes for increased workload. |
Eikon is horizontally scalable; used by global institutions with high availability. | |
Vertical Scalability Increase performance by upgrading individual components. |
Can be vertically scaled with hosted/cloud infrastructure or local deployments. | |
Concurrent User Capacity Number of users supported simultaneously. |
No information available | |
Failover Capabilities Seamless system switchover during component failure. |
Failover and high-availability supported in Eikon’s managed/SaaS deployments. | |
Disaster Recovery Time Estimated time to recover services after disaster. |
No information available | |
Peak Transaction Throughput Capacity to handle surges in trade/event volume. |
No information available | |
Cloud Deployment Readiness Native or hybrid support for cloud infrastructure. |
Cloud deployment readiness is mentioned in documentation and through LSEG cloud offerings. | |
Auto-Scaling Automatic allocation of resources during high load. |
No information available | |
Load Balancing Distribution of workload across multiple servers. |
Load balancing is used in SaaS deployments to support large user bases. | |
Zero Downtime Upgrades Apply updates without interrupting service. |
No information available | |
Multi-Instance Support Run multiple concurrent instances for multi-tenant needs. |
Supports multiple instances/accounts in enterprise environments. | |
Geo-Redundant Architecture Replication in multiple data centers for resilience. |
No information available | |
Elastic Storage Capacity Expandable storage for growing trade data. |
No information available | |
Performance Monitoring Dashboard Real-time resource and throughput monitoring tools. |
Performance/resource monitoring dashboards available for enterprise support teams. |
Multi-Factor Authentication Requires more than one method for login authentication. |
Supports multi-factor authentication (e.g. SMS, authenticator apps) as part of LSEG security framework. | |
End-to-End Encryption Trade data encrypted in transit and at rest. |
End-to-end encryption is a standard for LSEG Refinitiv data in transit and at rest; stated in compliance docs. | |
Role-Based Access Control Strict user access based on permissions and roles. |
Role-based access controls built in for compliance and operations. | |
Audit Logging Comprehensive logs of user and system actions. |
Audit logging is standard within LSEG platforms for user and data actions. | |
Single Sign-On (SSO) Integrates with corporate identity services for secure login. |
Single Sign-On (SSO) integrations supported, including with Microsoft and Okta. | |
Data Loss Prevention Protects against unauthorized data transfer or leakage. |
Data loss prevention via security controls for copying/export and exfiltration. | |
Intrusion Detection Monitoring and alerts for potential system breaches. |
Intrusion detection is a component of managed SaaS service; monitoring for breaches. | |
User Session Timeouts Automatic logoff after inactivity. |
User session timeouts are configurable as part of the system security settings. | |
IP Whitelisting Restrict access to approved network addresses. |
No information available | |
Regular Security Patching Routine application of security updates. |
Regular patch cycles published per vendor security bulletins and support communications. | |
Data Masking/Redaction Sensitive information hidden from unauthorized users. |
No information available | |
Penetration Testing Support Facilitates vulnerability testing and remediation. |
Refinitiv/LSEG allows for penetration testing and participates in remediation processes. | |
User Password Policy Enforcement Enforces complexity and rotation requirements. |
Password policy enforcement is part of user management. | |
Secure File Transfer All file exchanges via encrypted protocols. |
Secure file transfer protocols (SFTP, FTPS, encrypted HTTPS) used for data/file transfer. |
Customizable Dashboards Personalize screens for workflows, products, or user roles. |
Workspace and dashboard customization is a key selling point of Eikon. | |
Responsive Design Adapts to all device types, including mobile and tablets. |
Modern UI adapts to desktop, web, and mobile (iOS, Android) devices. | |
Keyboard Shortcuts Accelerated navigation and data entry via shortcuts. |
Keyboard shortcuts available for most primary functions and navigation. | |
Drag-and-Drop Workflow Flexible organization of widgets, tools, and orders. |
Drag and drop workflow for desktop workspace arrangement and watchlists. | |
Multiple Language Support UI available in multiple international languages. |
Multiple language support is available for the UI. | |
Real-Time Notifications Instant alerts and messages for trade or risk events. |
Real-time notifications appear for key events, market data movements, or compliance issues. | |
Accessibility Compliance Meets WCAG/ADA accessibility standards. |
No information available | |
Theme and Branding Adjust color schemes and logos for clients/branches. |
Theme, color scheme, and firm branding customizations available. | |
API Access for Custom UI Support for building custom user interfaces using APIs. |
APIs for custom UI development are well-documented in Eikon’s developer resources. | |
Integrated Help/Tooltips In-product tips and help contextually integrated. |
Integrated tooltips and contextual help available throughout. | |
Bulk Upload/Download Tools Simultaneously upload or download multiple records. |
No information available | |
UI Response Time Average user interface response latency. |
No information available | |
Custom Alerts and Filtering Personalized alert and workflow filter settings. |
Custom alerts and workflow filters are standard via the alert center. | |
Multiscreen/Window Support Arrange and move application windows/floors across screens. |
Multi-screen and multi-window support available on Windows desktops. |
Open API Framework RESTful, SOAP, or FIX APIs for all platform capabilities. |
Open API frameworks (REST, Websocket, FIX) are a core Eikon component. | |
Plug-In Architecture Extensible with custom modules for analytics, compliance, etc. |
Plug-in modules and SDKs are available to extend Eikon. | |
Batch File Import/Export Bulk data transfer capabilities to/from other systems. |
Batch import/export supported for data transfer and integration. | |
ERP/Back-Office Integration Connectivity to ERP, accounting, and finance software. |
ERP/back-office integrations available via APIs and prebuilt partners. | |
Data Transformation Tools Utilities to cleanse or reformat inbound/outbound data. |
Data transformation/cleansing tools are provided as data import/export features. | |
Event-Driven Messaging Trigger workflows or alerts based on business events. |
Event-driven messaging and workflow triggers are supported via APIs and partner integration. | |
External Data Vendor Integration Pre-built adapters for Bloomberg, Refinitiv, etc. |
External data vendor integration is core – Bloomberg, LSEG, ICE, and others supported. | |
Workflow Automation Engines Custom rule or script-based workflow definition. |
Workflow automation engines, scripting, and custom alerts are available. | |
Reporting System Integration Push data to external or regulatory reporting engines. |
Integration with external and regulatory reporting engines possible via APIs. | |
Testing Sandbox Environments Provision simulated test systems for development. |
Testing sandboxes for APIs and integration development are available. | |
Data Synchronization Frequency Time between system sync cycles. |
No information available | |
Event Log Exporting Ability to export logs in standard formats for analytics. |
No information available | |
Authentication Federation Single, unified identity across integrated systems. |
No information available | |
Microservices Support Ability to leverage or expose platform microservices. |
Eikon leverages and can expose microservices architecture in larger deployments. |
Automated KYC Checks Integration with KYC databases and workflows. |
Automated KYC checks are available via World-Check One and integrated onboarding partners. | |
Account Opening Automation Electronic account forms and workflow automation. |
Account opening automation supported with digital forms and document upload. | |
Document Management Secure upload, storage, and retrieval of client documents. |
Document management is available: secure upload, storage, and retrieval options. | |
Customer 360 View Consolidated view of client products, history, and interactions. |
Customer 360 view provided in client onboarding and data modules. | |
Lifecycle Alerts Notifies relationship managers about reviews, renewals, or milestones. |
No information available | |
Relationship Tree Mapping Visualization of client, sub-account, and affiliate relationships. |
No information available | |
Consent and Regulatory Flag Tracking Store and track required client consents. |
No information available | |
Onboarding Time Metrics Average time to complete onboarding per client. |
No information available | |
Client Portal Access Self-service web portal for onboarding, documentation, and status. |
Client self-service portals available for onboarding, documentation, and tracking. | |
Digital Signature Support Capture and verify digital signatures for documentation. |
Digital signature support integrated via onboarding tools and APIs. | |
Bulk Client Upload Upload multiple client profiles via template or API. |
Bulk client uploads supported by standard templates and APIs. | |
AML Screening Integration Link to Anti-Money Laundering screening tools. |
Integrated AML screening through World-Check and 3rd party modules. | |
Data Anonymization Tools Options to mask or anonymize client data in non-production. |
No information available | |
Integrated Financial Profiling Risk and suitability profiling embedded in onboarding. |
Financial profiling and risk suitability part of onboarding workflow. |
Deployment Models Support on-premise, cloud-hosted, or hybrid installations. |
Eikon can be deployed on-prem, cloud (Azure, AWS), or hybrid. | |
Continuous Integration/DevOps Tooling Support for CI/CD pipelines in development. |
No information available | |
Automated Upgrades and Rollbacks Easy upgrade/rollback with minimal user disruption. |
Automated upgrades and rollbacks are supported in managed SaaS/cloud deployments. | |
24x7 Monitoring and Alerts Comprehensive operations dashboard with alerting. |
No information available | |
Self-Healing Processes Automated detection and recovery from common failures. |
No information available | |
Service Uptime SLA Guaranteed minimum uptime. |
No information available | |
Automated Backups Scheduled backup of all configuration and data. |
Automated backup schedules are a feature for managed SaaS clients. | |
Rollback/Test Environments Provision of environments for patch or rollback testing. |
No information available | |
Configuration Management Central, secure management of system configurations. |
Configuration management handled securely for enterprise clients. | |
Automated Log Rotation/Retention Manage and purge logs based on policies. |
No information available | |
Dynamic Scaling Real-time scaling in response to operational load. |
No information available | |
User Support Portal Issue tracking, ticket portal, and knowledgebase. |
User support portals and knowledgebases are available via Refinitiv/LSEG. | |
Automated Patching Automatic rollout of patches/updates. |
No information available | |
Performance Benchmarking Tools Internal tools to benchmark and report platform performance. |
No information available |
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Eikon provides global market data across equity, fixed income, FX, commodities, and derivatives. Product documentation and marketing confirm worldwide coverage. | |
Historical Data Depth Range of years of historical data available. |
No information available | |
Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Product integrates alternative data sources such as social sentiment and satellite, as publicized in recent feature releases. | |
Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Eikon provides detailed financials, filings, and analytics for global companies. | |
Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Global macroeconomic indicators from many countries and providers are prominent among Eikon databases. | |
Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Earnings estimates via I/B/E/S and other consensus sources are included. | |
Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Refinitiv Eikon is known for real-time streaming data and live news feeds. | |
Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Event calendars (corporate and macro) are standard modules in Eikon. | |
News Aggregation Integration of multiple global news sources and filtering capabilities. |
Aggregates news globally from a range of providers, with search and filtering functionality. | |
Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Access to ratings from S&P, Moody's, Fitch, and more is offered as part of Eikon's market data. |
Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Eikon features pre-built and customizable financial modeling tools, including Excel integration. | |
Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk modules such as VaR, sensitivity, and scenario analysis are supported (documentation, modules). | |
Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Extensive screening and filtering present; Equity, Fixed Income, and Fund screeners highlighted. | |
Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting available through portfolio analytics tools. | |
Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio analytics (construction, attribution, risk) are core Eikon capabilities. | |
Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced and interactive charting and visualization tools available. | |
Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer comparison is a part of stock/fund analytics modules. | |
Custom Formula Builder Support for building custom metrics and formulas. |
Custom formula builders and derived columns are mentioned in Excel and web modules. | |
API Access for Analytics Exposing platform analytics via API for integration with other tools. |
APIs for data and analytics are available (Refinitiv Data Platform APIs and Eikon API). | |
Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Built-in forecast models for time series and economics are present in Eikon. | |
Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
Deal analytics for M&A, ECM, and DCM are offered in the platform. |
Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Shared workspaces for teams are promoted as a collaboration module. | |
Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Centralized document management through the platform, including sharing and versioning. | |
Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task assignment, project workflow, and tracking features exist for team projects. | |
Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Chat, messaging, and discussion/commenting supported both in Eikon Messenger and platform modules. | |
Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Eikon can generate, format, and distribute research and analytical reports internally and externally. | |
Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integration module is available for meetings and market events. | |
Version Control Tracking and management of updates/edits to research documents and models. |
Version control for models and research artifacts is supported through document management and history tools. | |
Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Platform offers advanced search and retrieval across research, news, and documents. | |
Automated Reminders Automated notifications for important research deadlines or market events. |
Supports reminders and alerting on events, research deadlines through alerting modules. |
API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
API integration including RESTful web services described at https://developers.refinitiv.com. | |
Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Connectors for Bloomberg, FactSet, and other data feeds available (depending on licensing). | |
Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO supported with integration for enterprise/corporate users. | |
Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export in CSV, Excel, PDF and other formats present throughout UI and API. | |
CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
CRM integration options, especially Salesforce, are available (as add-ons/APIs). | |
Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Custom integrations possible using SDKs, APIs, and webhooks. | |
ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
Eikon supports ETL and data ingestion with feeds, flat files, API; mentioned in enterprise integration literature. | |
BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Native connectors exist for visualization tools like Power BI, Tableau, and Qlik. |
Intuitive Navigation Clean user interface with logical navigation structure. |
Eikon features a modern, clean UI with comprehensive navigation. | |
Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Users can design custom dashboard layouts with preferred modules/widgets. | |
Theme and Branding Options Support for custom firm branding and color schemes. |
Supports custom themes/branding especially in enterprise deployments. | |
Accessibility Compliance Compliant with WCAG or local accessibility standards. |
Eikon is designed for accessibility and references WCAG standards. | |
Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile, tablet, and desktop experiences supported via dedicated apps and responsive web. | |
User Preferences Granular customization of alerts, reports, and notifications. |
User-level customization for alerts, reporting, and notification highlighted in official documentation. | |
Multi-Language Support Availability of platform in multiple languages. |
Multi-language platform is available; official support for major languages. | |
Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are documented for productivity in desktop/web clients. |
System Uptime Guaranteed platform uptime (SLA). |
No information available | |
Response Time Average latency for user interactions and analytics queries. |
No information available | |
Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
Load Balancing Automated distribution of workloads across system resources. |
Load balancing and distributed architecture support large-scale deployments. | |
Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Horizontal scalability is a feature of the enterprise/refinitiv platforms. |
Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
All data transmissions are encrypted (TLS/SSL), as outlined in security documentation. | |
Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
At-rest encryption, often AES-256, is used for user and firm data storage. | |
Role-Based Access Control Granular user and permission management. |
Granular RBAC (roles, permissions) is enforced in user management. | |
Audit Logging Comprehensive logs for tracking all user and system activities. |
Full audit logging is supported for compliance and monitoring. | |
Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Certifications like SOC 2, ISO 27001, and GDPR compliance are listed in Refinitiv security resources. | |
Multi-Factor Authentication Support for MFA in user logins. |
Supports MFA (multi-factor authentication) for users. | |
Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy controls and retention policies can be configured, especially for enterprise clients. | |
Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure data deletion available (with audit trail), especially for compliance users. |
24/7 Support Access to live support around the clock. |
24/7 global support with live chat/phone, promoted as an enterprise tier benefit. | |
Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers assigned to large/enterprise clients. | |
In-Platform Tutorials Interactive guides for onboarding and user education. |
Interactive tutorials and guided onboarding available in the application. | |
Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Extensive knowledge base and documentation library. | |
Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom (onsite/remote) training available as part of client onboarding. | |
Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Pricing and licensing offerings are transparent and detailed on the public website. | |
Modular Licensing Ability to purchase only specific modules or functionalities. |
Modularity in licensing is available for data, news, analysis modules. | |
Usage-Based Pricing Option for per-user or per-usage pricing models. |
Offers usage-based as well as enterprise license models. | |
Volume Discounts Discounts for larger user numbers or extended contracts. |
Discounts for large/enterprise clients, confirmed with sales literature. | |
Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trials/demos widely promoted for new clients. |
Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP used for unstructured data insights and analytics (news, filings). | |
Smart Alerts AI-driven, context-aware alerts and recommendations. |
Smart, AI-driven alerts for price, news, and other market events. | |
Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
Automated data tagging for entities/events using ML is an available feature. | |
Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis on news, social, and research is present in Eikon's analytics modules. | |
Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics and machine learning powered insights present in forecasting and screening tools. | |
Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Platform uses AI for tailored recommendations (news, research, analytics). |
Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable and scheduled reporting supported, including template creation. | |
Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory reporting templates for key jurisdictions provided. | |
Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics are tracked and reportable for admin users. | |
Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Comprehensive audit trail and logs are available for compliance. | |
Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Can export directly and connect to BI tools such as Power BI, Tableau from within the platform. |
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
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Multi-asset class support System's ability to handle different financial instruments such as bonds, currencies, derivatives, and money market instruments |
Eikon provides access to multiple asset classes including equities, fixed income, FX, derivatives, and commodities. | |
Real-time order execution Capability to execute trades instantly as orders are placed |
Eikon enables trade execution with real-time connectivity to multiple trading venues. | |
Order routing optimization Intelligent routing of orders to optimal execution venues based on price, liquidity, and cost |
Eikon supports sophisticated order routing models and integrates with venue smart order routers. | |
Trade execution speed Time taken from order submission to execution confirmation |
No information available | |
Algorithmic trading capabilities Support for rules-based automated trading strategies |
Algorithmic trading capabilities are available through direct venue connectivity and API support. | |
Direct market access (DMA) Ability to access exchange order books directly without intermediaries |
Eikon supports Direct Market Access (DMA) for multiple asset classes. | |
RFQ (Request for Quote) functionality Ability to request and compare quotes from multiple counterparties |
RFQ (Request for Quote) capabilities are included for FX and fixed income workflows. | |
Block trading capabilities Support for executing large volume trades with minimal market impact |
Eikon allows for block trading via connections to appropriate venues and negotiations module. | |
Smart order types Availability of advanced order types like TWAP, VWAP, iceberg orders |
Smart order types such as TWAP, VWAP, and iceberg are listed in platform and API documentation. | |
Maximum order throughput Maximum number of orders the system can process per second |
No information available | |
Trading hours coverage Hours per day the system is available for trading operations |
No information available | |
Pre-trade analytics Tools for analyzing potential trades before execution |
Pre-trade analytics and what-if analysis are standard Eikon features for several asset workflows. |
Real-time exposure tracking Continuous monitoring of risk exposure across portfolios and asset classes |
Eikon provides real-time risk and exposure tracking across portfolios and asset classes. | |
VaR (Value at Risk) calculations Ability to calculate potential losses over specific time horizons and confidence levels |
VaR calculation is available via integrated risk analytics modules and partners. | |
Stress testing capabilities Tools to simulate extreme market conditions and assess potential impacts |
Eikon supports stress testing and scenario modeling via desktop analytics. | |
Counterparty risk monitoring Tracking exposures to individual trading counterparties |
Counterparty risk monitoring tools are included for credit, FX, and derivatives use cases. | |
Limit management Setting and enforcing trading limits across traders, desks, and portfolios |
Customizable limit management is outlined in Eikon risk management features. | |
Pre-trade compliance checks Automatic verification of trade compliance before execution |
Pre-trade compliance checks are built-in, particularly for buy-side workflows. | |
Scenario analysis Ability to model different market scenarios and their impact on portfolios |
Scenario analysis for portfolios and trades is included via integrated analytics tools. | |
Credit risk assessment Tools for evaluating and monitoring borrower or issuer creditworthiness |
Credit risk assessment is possible via data and analytics modules and third-party integrations. | |
Liquidity risk monitoring Tracking and forecasting asset liquidity and funding requirements |
Eikon can monitor and project liquidity risk through its analytics and historical datasets. | |
Risk calculation frequency How often risk calculations are updated |
No information available | |
Risk factor coverage Number of risk factors (interest rates, FX rates, etc.) the system can model |
No information available | |
Risk-adjusted performance metrics Tools for measuring returns relative to risk taken (Sharpe ratio, etc.) |
Risk-adjusted metrics like Sharpe ratios and others are available in performance analysis modules. |
Real-time pricing data Live market pricing information across relevant asset classes |
Real-time pricing for a broad array of asset classes is a core capability of Eikon. | |
Historical data depth Length of historical market data available for analysis |
No information available | |
Market data sources Number of different data sources/providers integrated |
No information available | |
Technical analysis tools Availability of chart patterns, indicators, and technical signals |
Charts with technical analysis, indicators, and trading signals are extensively supported. | |
Fundamental data integration Access to economic indicators, company financials, and other fundamental data |
Fundamental data on companies and economies is deeply integrated into Eikon. | |
Advanced visualization tools Interactive charts, heatmaps, and other visual data representations |
Advanced visualization including interactive charts and heatmaps is available. | |
Customizable dashboards Ability for users to create personalized data views and analytics displays |
Workspaces are highly customizable, as noted in Eikon's workspace description. | |
Market news integration Real-time financial news feeds and alerts within the system |
Market news from Reuters and third parties is delivered in real time. | |
Data refresh rate Frequency of market data updates |
No information available | |
Yield curve construction Tools for building and analyzing interest rate yield curves |
Yield curve analytics for interest rate products are included in the analytics suite. | |
Volatility surface modeling Capabilities for modeling and visualizing implied volatility across strikes and maturities |
Implied volatility surface modeling is supported for options and derivative analytics. | |
Alert configuration capabilities Ability to set custom price or condition-based alerts |
Users can set custom alerts for prices and other data conditions. |
Multi-portfolio support Ability to manage multiple segregated portfolios simultaneously |
Portfolio management tools allow for simultaneous management of multiple portfolios. | |
Portfolio optimization tools Analytical capabilities to optimize portfolios based on risk/return objectives |
Portfolio optimization using analytics and scenario modeling is outlined in product materials. | |
What-if scenario analysis Ability to model potential trades and see their impact on portfolio characteristics |
What-if analysis is available for trades and portfolio changes. | |
Performance attribution Tools to break down portfolio returns by various factors and decisions |
Performance attribution is a standard feature for portfolio analysis workflows. | |
Asset allocation modeling Frameworks for strategic and tactical asset allocation decisions |
Asset allocation models and analytics are part of Eikon's wealth and portfolio solutions. | |
Benchmark comparison Ability to measure portfolio performance against selected benchmarks |
Benchmarking tools allow portfolio performance comparison against selected benchmarks. | |
Duration and convexity management Tools for managing interest rate sensitivity of fixed income portfolios |
Duration and convexity tools exist for bond portfolios within Eikon Fixed Income analytics. | |
Cash flow forecasting Projection of future portfolio cash flows from investments |
Cash flow projection and forecasting is supported for multiple asset types. | |
Maximum portfolio capacity Maximum number of securities the system can efficiently manage in a portfolio |
No information available | |
Portfolio rebalancing tools Features for automated or assisted portfolio rebalancing to maintain target allocations |
Portfolio rebalancing, both manual and rule-based, can be automated within the system. | |
Tax optimization capabilities Tools to manage tax impacts of investment decisions |
No information available | |
ESG factor integration Ability to incorporate environmental, social, and governance factors into portfolio management |
Refinitiv partners with ESG data providers and integrates ESG scores/factors in analytics. |
Trade surveillance Automated monitoring of trading activity for suspicious patterns |
Trade surveillance features are available for compliance monitoring in Eikon. | |
Regulatory reporting automation Tools to generate and submit required regulatory reports |
Regulatory reporting is supported via integration and specialized modules. | |
Audit trail capabilities Comprehensive logging of all user actions and system events |
Audit logging and comprehensive tracking of activities are standard in Eikon. | |
AML/KYC integration Anti-Money Laundering and Know Your Customer screening capabilities |
Eikon supports AML/KYC integration via Refinitiv World-Check and API partnerships. | |
Jurisdictional rule support Number of different regulatory jurisdictions supported by the system |
No information available | |
Limit breach detection Automated detection and alerting of limit violations |
Limit breach detection functionalities are outlined for compliance and risk tools. | |
Compliance dashboard Centralized view of compliance status across operations |
Compliance dashboards are available for regulatory and policy monitoring. | |
Policy management tools Features to implement and enforce internal trading policies |
Trading policy enforcement is supported in workflow and rule management modules. | |
Regulatory update frequency How often the system is updated to reflect new regulations |
No information available | |
Sanctions list screening Ability to check trades against sanctioned entities and individuals |
Sanctions and screening tools are included via World-Check and compliance modules. | |
Conflict of interest management Tools to identify and manage potential conflicts of interest |
No information available | |
Restricted trading period enforcement Ability to implement trading blackout periods for specific users or securities |
No information available |
API availability Presence of well-documented APIs for integration with other systems |
Comprehensive, well-documented APIs are available for integration and data extraction. | |
Core banking system integration Ability to connect with the bank's core banking platform |
Eikon can integrate with core banking and treasury management platforms. | |
Trading venue connectivity Number of exchanges, ECNs, and other trading venues directly connected |
No information available | |
FIX protocol support Implementation of Financial Information eXchange protocol for trade messaging |
FIX protocol is supported for trade messaging and connectivity. | |
SWIFT connectivity Integration with SWIFT network for financial messaging |
No information available | |
Data warehouse integration Ability to connect with enterprise data warehouses for reporting and analytics |
Data warehouse integrations are possible through open APIs. | |
Third-party integration options Number of pre-built connectors to third-party systems |
No information available | |
Real-time integration capabilities Support for real-time data exchange between systems |
Real-time integration is possible via streaming APIs and open architecture. | |
Integration latency Average delay in data transmission between integrated systems |
No information available | |
Single sign-on support Ability to integrate with enterprise authentication systems |
Single sign-on is supported via SAML and other enterprise standards. | |
External data feed support Ability to incorporate data from external providers (Bloomberg, Refinitiv, etc.) |
Eikon incorporates data feeds from Bloomberg, Refinitiv, Factset and others, as per documentation. | |
Open banking compatibility Support for open banking standards and APIs |
APIs and compatibility with Open Banking frameworks are outlined in developer resources. |
System uptime guarantee Contractual availability commitment from the vendor |
No information available | |
Failover capabilities Automated recovery mechanisms in case of system failure |
Failover and resiliency are noted as part of Eikon's enterprise platform reliability. | |
Disaster recovery features Comprehensive business continuity provisions for major outages |
Business continuity and disaster recovery are covered in the Eikon SLA and materials. | |
Average system response time Typical time for the system to respond to user actions |
No information available | |
Maximum concurrent users Peak number of simultaneous users the system can support efficiently |
No information available | |
Load balancing capabilities Ability to distribute workload across system resources |
Load balancing for performance scaling is described in the system architecture information. | |
Data backup frequency How often system data is backed up |
No information available | |
Performance monitoring tools Built-in capabilities to monitor system performance metrics |
Embedded performance monitoring tools track latency, usage, and uptime. | |
Scalability features Ability to handle increased transaction volumes without degradation |
Platform scales to ingest more data and users without performance loss, as per documentation. | |
Maximum daily transaction volume Peak number of transactions the system can process in a day |
No information available | |
Geographic redundancy System deployment across multiple geographic locations for resilience |
Deployed across multiple geographies for service resilience and data sovereignty. | |
Recovery point objective (RPO) Maximum acceptable data loss in case of system failure |
No information available | |
Recovery time objective (RTO) Maximum acceptable time to restore system operations after failure |
No information available |
Multi-factor authentication Requirement for multiple verification methods to access the system |
Supports multi-factor authentication such as SMS/email tokens for login. | |
Role-based access control Granular permission management based on user roles |
Granular role-based permissioning is user-configurable for Eikon access. | |
Data encryption standards Level of encryption used for data at rest and in transit |
Industry-standard encryption is enforced for data in transit and at rest. | |
Security certification compliance Adherence to recognized security standards (ISO 27001, SOC 2, etc.) |
Refinitiv/LSEG is certified for ISO 27001 and SOC 2, covering Eikon platform. | |
Intrusion detection systems Automated monitoring for unauthorized access attempts |
Intrusion detection and prevention systems are included as part of Refinitiv's operational security. | |
Penetration testing frequency How often security penetration tests are conducted |
No information available | |
User activity monitoring Tracking and logging of all user actions within the system |
Comprehensive user activity logging is present for audit and security compliance. | |
Biometric authentication options Support for fingerprint, facial recognition, or other biometric verification |
No information available | |
Session timeout controls Automatic termination of inactive user sessions |
Session timeouts are configurable and enforced for user security. | |
Security incident response Formal procedures for addressing security breaches |
Formal incident response plans are part of Refinitiv's security program. | |
Vulnerability management Process for identifying and addressing security vulnerabilities |
Vulnerability management is a mandated process across Eikon and Refinitiv services. | |
Third-party security audits Independent verification of security controls |
Regular third-party audits and penetration tests are performed, as detailed in compliance documents. |
User interface customization Ability for users to personalize screens and workflows |
Eikon desktop interface is highly customizable by users for layout and workflow. | |
Mobile app availability Presence of a mobile application for remote access |
Eikon is available as a mobile app for both iOS and Android. | |
Training resources Availability of documentation, videos, and other learning materials |
There are comprehensive training materials and video resources in the Eikon Knowledge Center. | |
Support hours Hours per week that technical support is available |
No information available | |
Average support response time Typical time for support to respond to queries |
No information available | |
User community resources Forums, user groups, or other peer collaboration platforms |
Peer forums, user groups, and an active developer community are provided by Refinitiv. | |
Implementation timeframe Typical time required to fully implement the system |
No information available | |
Workflow automation capabilities Tools to automate routine tasks and approval processes |
Approval workflows and desktop automation are configurable within the system. | |
Multilingual support Number of languages supported in the user interface |
No information available | |
User satisfaction rating Average satisfaction score from existing users |
No information available | |
System update frequency How often the vendor releases new features and improvements |
No information available | |
Customizable reporting Ability for users to create and modify reports without technical assistance |
Reporting is user-configurable with drag-and-drop interfaces, no technical skills required. | |
Help desk tiers Number of support levels available for issue escalation |
No information available |
Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
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Specialized workstations with multiple monitors, customized keyboards, and audio equipment designed specifically for the high-pressure trading environment.
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Low Latency The system's capability to process and transmit data with minimal delay. |
No information available | |
High Throughput The maximum number of trades or orders the hardware can handle per second. |
No information available | |
Real-Time Data Processing Supports instantaneous processing and response to market data. |
Product description highlights real-time streaming data and analytics | |
Concurrent User Support The number of simultaneous users the system can handle effectively. |
No information available | |
Failover Capabilities Ability of the hardware to automatically switch to backup systems in case of failure. |
No information available | |
Heat Tolerance Maximum temperature the hardware can handle without performance degradation. |
No information available | |
System Uptime Percentage of time the hardware is operational and available for trading. |
No information available | |
Data Bandwidth The maximum data transfer rate supported by the hardware. |
No information available | |
Storage Capacity Total amount of data that can be stored locally on the trading floor hardware. |
No information available | |
Power Redundancy Support for redundant power supplies to minimize downtime. |
No information available | |
Hardware Scalability The ability to add more resources (servers, memory, etc.) as trading demands grow. |
No information available | |
Fiber Channel Support Support for high-speed fiber connectivity for ultra-low latency trading. |
No information available | |
Remote Management Capability to control and monitor the hardware remotely. |
Eikon can be managed/deployed centrally and accessed remotely, including monitoring and control | |
GPU Acceleration Support Availability of graphical processing units for computationally intensive tasks. |
No information available | |
Hot-Swappable Components Ability to replace hardware components without shutting down systems. |
No information available |
Physical Access Controls Systems to prevent unauthorized access to trading hardware. |
Large enterprise deployments typically have physical access control as a mandate; Eikon often deployed on managed terminals | |
Data Encryption Support for encrypting data at rest and in transit. |
Refinitiv documentation mentions in-transit and at-rest encryption | |
Network Segmentation Capability to isolate trading systems from other networks for security. |
No information available | |
Intrusion Detection Hardware-based systems for detecting unauthorized access. |
No information available | |
User Authentication Methods Various types of login authentication supported (e.g., biometric, smartcard). |
No information available | |
Audit Logging Ability to generate logs of all system activities for compliance and forensic purposes. |
Audit logging is standard for financial compliance in platforms like Eikon | |
Secure Boot Prevents unauthorized software from loading during hardware startup. |
Refinitiv Eikon platform advertises secure/verified boot process | |
Data Wipe Capability Ability to securely erase data for decommissioning hardware. |
No information available | |
Hardware Security Modules (HSM) Availability of specialized modules for cryptographic operations. |
No information available | |
Real-Time Compliance Monitoring Systems continuously monitoring compliance with regulations. |
No information available | |
Regulatory Reporting Automation Capability to automate creation and submission of required reports. |
No information available | |
Role-Based Access Control Granting permissions based on user roles. |
Role-based and group policy access controls are supported for enterprise deployments | |
Compartmentalized Enclosures Physical separation of sensitive hardware components. |
No information available | |
Read-Only Backups Support for immutable backup storage. |
No information available | |
Patch Management Support Ability to apply security patches and firmware updates easily. |
Refinitiv updates Eikon regularly with security patches/firmware updates are part of managed deployment |
Multiple Network Interfaces Support for several network interface cards for redundancy and load balancing. |
Eikon typically requires multiple network interfaces for data/news and enterprise connectivity | |
Exchange Connectivity Modules Pre-built modules for direct connectivity with major exchanges. |
Eikon provides direct integration modules for connectivity with exchanges | |
FIX Protocol Support Native support for the Financial Information eXchange (FIX) standard. |
FIX protocol support is listed in Eikon API and integration documentation | |
API Integration Support Ability to connect with application programming interfaces for external services. |
API and external integration is a core advertised feature | |
Dedicated Lines Option to connect via leased or dedicated telecommunications lines. |
No information available | |
Wireless Connectivity Ability to connect via Wi-Fi or 5G as backup. |
Mobile app versions of Eikon support wireless connectivity (Wi-Fi/4G/5G) | |
SFP+ Module Support Support for pluggable fiber modules (10G or higher). |
No information available | |
Carrier Failover Automatic switch to backup carriers if primary connection fails. |
No information available | |
Latency Monitoring Tools Built-in monitoring of latency for each network connection. |
Platform provides network and latency monitoring dashboards | |
Load Balancing Capabilities Ability to distribute traffic across multiple network paths. |
No information available | |
VPN Support Encrypted remote connectivity for offsite users. |
VPN connection supported for remote/off-site professional users | |
IP Whitelisting Restricting network access to pre-approved IP addresses. |
Supports IP whitelisting for enterprise user access control | |
Network Quality of Service (QoS) Prioritizes latency-sensitive trading traffic. |
QoS is addressed in multi-asset connectivity documentation | |
Redundant Network Cabling Dual or multiple cables to each workstation/server for backup. |
Deployed in large banks with redundant cabling as industry norm | |
SNMP Monitoring Simple Network Management Protocol for hardware health status. |
System health and status visibility via SNMP is supported |
Multi-Monitor Support Ability to connect and arrange multiple displays per workstation. |
No information available | |
Ergonomic Design Workstation and peripherals designed for user comfort and efficiency. |
Workstations and Eikon user interfaces are designed to be ergonomic | |
Configurable Shortcuts Customized hotkeys and macros for rapid execution. |
Eikon software allows user-defined hotkeys and shortcuts | |
Voice Command Support Hands-free voice activation for certain trading actions. |
No information available | |
Haptic Feedback Devices Tactile feedback on execution actions (keyboards, mice). |
No information available | |
Customizable Layouts Flexible arrangement of trading screens and widgets. |
Customizable layouts and workspace arrangements are a key Eikon feature | |
Touchscreen Integration Direct interaction via touch-enabled monitors. |
No information available | |
Real-Time Alerts Visual and audible notifications for market or system events. |
Real-time alerts (visual and audible) for trading/scanning events are standard in Eikon | |
Fast Boot Times Workstation startup speeds from cold boot. |
No information available | |
Unified User Authentication Single sign-on across all workstation applications. |
Single Sign-On (SSO) integration is available for enterprise environments | |
Remote Access Workstations Ability to log in securely from offsite locations. |
Remote/offsite secure access through VPN and web/mobile | |
Device Charging Ports Built-in USB and charging ports for peripherals and mobile devices. |
No information available | |
Hardware Customizability Options for memory, CPU, and storage upgrades per workstation. |
PC hardware running Eikon is customizable as permitted by enterprise IT | |
Integrated Audio High-quality built-in microphones and speakers for intercom/conferencing. |
Eikon supports integrated voice, conferencing, and intercom functionality |
Dual Power Supplies Redundant power units in trading servers. |
Servers/desktops for Eikon deployments often have dual/redundant power as standard | |
RAID Storage Arrays Redundant disk configurations for data protection. |
Data protection features in enterprise Eikon deployments typically include RAID | |
Spare Parts Onsite Availability of replacement components at the trading location. |
No information available | |
Uninterruptible Power Supply (UPS) Backup batteries to cover power outages. |
UPS is a requirement for all trading floor installations | |
Disaster Recovery Plan Integration Hardware compatibility with disaster recovery protocols. |
Eikon supports disaster recovery and business continuity best practices | |
Monitoring Sensors Onboard temperature, humidity, and tamper sensors. |
No information available | |
Automated Failover Mechanisms for instant switch-over to backup systems. |
No information available | |
Hardware Health Monitoring Continuous surveillance of hardware status and predictive failure alerts. |
System health and monitoring is a key enterprise IT feature with Eikon | |
Redundant Network Paths Multiple independent network routes. |
No information available | |
Driveless Backup Devices Hot-standby backup workstations and servers. |
No information available | |
Service Level Agreements (SLA) Guaranteed uptime/service metrics from hardware vendors. |
No information available | |
Remote Diagnostic Tools Support for remote failure analysis and recovery. |
No information available | |
Automated System Reboot Programmable automatic restarts in case of critical failures. |
No information available |
Operating System Flexibility Supports multiple OS types (Windows, Linux, etc.). |
Eikon runs on Windows and is web-accessible; some legacy products support Linux | |
Standardized Interfaces Supports USB, HDMI, Ethernet, and other common interfaces. |
Supports standard USB, HDMI, Ethernet interfaces per hardware requirements | |
Middleware Support Compatible with leading message buses and middleware. |
Middleware and bus compatibility listed in integration technical documentation | |
Cloud Integration Ability to connect or offload workloads to the cloud. |
Eikon offers data feed and analytics cloud delivery options | |
Virtualization Support Runs virtual machines or containers on trading floor hardware. |
Virtual desktop infrastructure (VDI) and container deployment supported | |
API Compatibility Works with a broad range of trading and analytics APIs. |
Eikon API is widely integrated with other trading and analytics tools | |
Smart Peripheral Support Seamless operation with biometric readers, card readers, and other devices. |
No information available | |
Legacy System Support Interfaces with older platforms and hardware still in use. |
Interoperability with some legacy Refinitiv/Reuters systems is supported | |
Application Whitelisting Only approved applications can be run on the hardware. |
No information available | |
Plug-and-Play Peripheral Support Easy addition of new hardware without complex installation. |
Plug-and-play for standard peripherals is supported on Windows | |
Firmware Upgradability Ability to upgrade embedded software to support new standards. |
Eikon hardware and software supports firmware/OS updates |
Resource Utilization Monitoring Real-time monitoring of CPU, memory, and disk usage. |
CPU/memory/disk real-time utilization available in performance dashboard | |
Custom Alert Rules User-defined events trigger alerts (for usage spikes, failures, anomalies). |
Custom/automated alerts supported in user and IT interface | |
Audit Trails Complete logs of system and user activities for investigation. |
Audit trail, compliance logging documented and mandated for regulated institutions | |
Historical Performance Reporting Analytics dashboards for system performance over time. |
Much of Eikon's value is in historical performance reporting | |
Anomaly Detection Automated identification of abnormal patterns in system metrics. |
Anomaly detection features are integrated into analytics dashboards | |
SNMP Trap Integration Hardware can notify network management tools directly. |
No information available | |
Usage Reporting Periodic utilization reports for capacity planning. |
Usage and capacity reporting is part of Eikon enterprise features | |
Automated Performance Tuning System can auto-adjust parameters for maximum efficiency. |
Automated performance tuning is available via managed deployments | |
Compliance Dashboards Monitoring dashboards to view regulatory compliance status. |
Compliance dashboards for regulatory monitoring are standard in Eikon | |
Third-Party Monitoring Tool Support Integration with major monitoring/analytics tool ecosystems. |
Third-party IT monitoring integration available; see DevZone and Partner documentation |
Rack Mountability Designed to fit standard server racks. |
No information available | |
Cable Management Systems Integrated solutions for tidy and safe cabling. |
Cable management is an aspect of most enterprise/workstation hardware | |
Noise Level Operational sound output under normal loads. |
No information available | |
Small Form Factor Options Compact units for space-constrained areas. |
Compact and micro workstation form factors are supported by hardware partners | |
Shock/Vibration Resistance Withstands movement or accidental bumps. |
No information available | |
Dust Filters Prevents dust accumulation inside hardware. |
No information available | |
Tool-less Access Quick entry for maintenance without special tools. |
No information available | |
Visual Health Indicators LEDs or displays showing system status. |
No information available | |
Lockable Cases Physical security via lockable enclosures. |
Trading terminals and servers recommended for Eikon support cases with locks for hardware security | |
EMI Shielding Protection against electromagnetic interference. |
No information available | |
Green Computing Certifications Meets recognized standards for energy efficiency. |
Refinitiv promotes green computing sustainability for Eikon and recommends certified partners |
24/7 Technical Support Round-the-clock assistance from vendor experts. |
24/7 help desk and technical support offered | |
Onsite Support Availability Engineers can be dispatched to the trading floor. |
Onsite support with engineers is available as part of enterprise agreement | |
Spare Parts Delivery SLA Timeframe for delivery of replacement components. |
No information available | |
Remote Troubleshooting Engineers can diagnose and resolve issues remotely. |
Remote troubleshooting and diagnostics offered as standard | |
Firmware/Software Update Services Vendor-managed updates of hardware software components. |
Refinitiv manages periodic firmware/software updates | |
Replacement Hardware Program Provision of spare equipment in case of hardware failures. |
Replacement hardware program typically offered under warranty/service contract | |
Training Services Vendor-provided training for staff on hardware operation. |
Training and onboarding available for Eikon customers | |
Health Check Programs Periodic full-system hardware review and tune-up. |
Periodic health checks can be part of enterprise support | |
Custom Maintenance Contracts Ability to tailor service agreements to organizational needs. |
No information available | |
Self-Service Knowledge Base User access to online troubleshooting and maintenance guides. |
Self-service knowledge base provided (Refinitiv Knowledge Direct) |
Energy-Efficient Design Hardware engineered to minimize power consumption. |
Eikon and suggested hardware comply with energy efficient design best practices | |
Power Consumption Monitoring Tracks energy use in real-time or historic reports. |
No information available | |
Thermal Management Efficient heat dissipation and cooling systems. |
Cooling and ventilation is standard for hardware sold/recommended for Eikon | |
Automatic Shutdown/Standby Programmable sleep and restart features to save power. |
Automatic standby/shutdown available via OS and power settings | |
Power Supply Efficiency Rating Power conversion efficiency (e.g., 80 Plus). |
No information available | |
Environmental Impact Certifications Compliant with e-waste, RoHS, and similar standards. |
Hardware partners and Refinitiv processes align with RoHS and environmental certifications | |
DC Power Option Supports direct current power for improved efficiency. |
No information available | |
Integrated Cooling Sensors Sensors for temperature-regulated cooling. |
Cooling/temperature sensors managed by recommended workstation/server hardware |
Transparent Pricing All hardware costs clearly stated upfront. |
Refinitiv provides full and transparent pricing to customers during the sales process | |
Bulk Purchase Discounts Reduced pricing tiers for higher volume purchases. |
Bulk licensing options available for enterprise deployments | |
Leasing Options Ability to lease instead of buy hardware. |
Hardware leasing programs available from hardware partners | |
Buyback/Upgrade Programs Vendor accepts used equipment for credit or upgrade. |
Buyback/upgrades are part of lifecycle management from hardware partners | |
Warranty Coverage Hardware warranty duration. |
No information available | |
Cost of Ownership Analysis Tools to estimate lifetime hardware cost including maintenance. |
Refinitiv offers cost of ownership estimation via account managers and sales | |
Vendor Relationship Management Dashboard for tracking vendor contacts, issues, and service tickets. |
Vendor management system available for account holders | |
Asset Tracking Support Integration with asset tracking and inventory systems. |
Asset/inventory tracking integration is available for enterprise deployments | |
Rapid Procurement Process Efficient ordering and invoicing processes. |
Rapid procurement and deployment processes are part of Refinitiv/Eikon's onboarding |
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
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Sorry, no analysis is avaiable for Data Visualization Tools
Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
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Sorry, no analysis is avaiable for Economic Research Platforms
Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
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Sorry, no analysis is avaiable for Multi-Asset Strategy Platforms
Specialized telephone systems designed for high-volume voice trading that integrate with trading platforms and recording systems. These systems provide instant access to counterparties and support compliance requirements.
More Trading Turrets
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Multi-line Telephony Ability to handle multiple voice lines simultaneously for concurrent client and broker conversations. |
. | No information available |
Speaker Integration Built-in speakers for hands-free communication and multi-party listening. |
. | No information available |
Intercom Functionality Direct voice break-ins to other turret users for rapid communication. |
. | No information available |
Voice Recording Automatic recording of all calls for compliance and audit. |
. | No information available |
Hot Dial/Speed Dial Preprogrammed buttons for calling frequently used contacts instantly. |
. | No information available |
Private Wires Dedicated, always-on connections with select counterparties/brokers. |
. | No information available |
Conference Calling Ability to create instant conference calls with multiple parties. |
. | No information available |
Direct Line Appearance Programmable display for direct line status monitoring. |
. | No information available |
Digital/VoIP Support Compatible with digital and/or VoIP telephony infrastructure. |
. | No information available |
Call Forwarding and Pickup Advanced call handling for flexibility across teams. |
. | No information available |
Dual Handset Support Support for two simultaneous handsets per turret. |
. | No information available |
Whisper Coaching Ability for supervisors to coach traders during live calls without being heard by other parties. |
. | No information available |
Caller ID and Presence Display Displays active status, caller ID, and line status for all contacts. |
. | No information available |
Line Hold/Queue Management Ability to manage and prioritize incoming calls efficiently. |
. | No information available |
Hands-Free Operation Integrated microphone and speaker for hands-free calling. |
. | No information available |
Programmable Keys Customizable buttons for tailored workflows and contact lists. |
. | No information available |
Touch-Screen Interface Modern touch-driven controls for rapid access to functions. |
. | No information available |
Custom Labeling Ability to label lines and contacts according to user preference. |
. | No information available |
Multi-language Support Interface available in several languages for global desks. |
. | No information available |
Favorites/Quick Access Panel Section for most-used contacts and features for one-touch access. |
. | No information available |
Adjustable Audio Profiles User-defined settings for volume, speaker, and microphone profiles. |
. | No information available |
Personal Directory Import Import and sync personal contact books automatically. |
. | No information available |
Keyboard Shortcuts Support for keyboard macros and shortcuts for advanced users. |
. | No information available |
Color Coding Features for color-coding contacts and lines to improve recognition. |
. | No information available |
Profile Portability User profiles can be exported, imported, and used on other turrets. |
. | No information available |
Night/Dark Mode Screen and panel adapt to lighting preferences and reduce eye strain. |
. | No information available |
Dealer Board Integration Connectivity with existing dealer boards across the trading floor. |
. | No information available |
CRM System Integration Ability to share and retrieve contact and call notes from CRM tools. |
. | No information available |
Bloomberg Integration Direct linking and click-to-call from Bloomberg terminals and chat. |
. | No information available |
Order Management System (OMS) Integration Populates calls and contacts with data from the OMS. |
. | No information available |
API Access Supports developer APIs for custom integration with firm applications. |
. | No information available |
Microsoft Teams/Skype Integration Seamlessly communicates with digital collaboration platforms. |
. | No information available |
SIP Trunking Flexible digital telephony connectivity with existing session initiation infrastructure. |
. | No information available |
Directory Sync Automatic updating with central enterprise directories (LDAP, Active Directory). |
. | No information available |
Mobile Device Integration Allows call handling and notifications on mobile devices. |
. | No information available |
Third-Party Analytics Integration Streams call data to trade surveillance and analytics platforms. |
. | No information available |
Uptime Guarantee Service-level agreement for turret operational uptime. |
. | No information available |
Failover Support Automatic switchover to backup systems in the event of hardware or network failure. |
. | No information available |
Redundant Power Supplies Dual or backup power sources to prevent unplanned outages. |
. | No information available |
Disaster Recovery Readiness Pre-configured disaster recovery workflows and backup options. |
. | No information available |
High Availability Architecture Distributed architecture for zero single points of failure. |
. | No information available |
Hot-swappable Components Ability to replace/upgrade modules while the system is live. |
. | No information available |
Modular Expansion System supports adding new lines, speakers, or features without downtime. |
. | No information available |
Scalable User Capacity Maximum number of concurrent users supported. |
. | No information available |
Remote Monitoring and Diagnostics Continuous health check and diagnostics reporting. |
. | No information available |
Secure Call Encryption End-to-end encryption for protecting voice communications. |
. | No information available |
Role-Based Access Control Restricts access and features by user role and business function. |
. | No information available |
Audit Trails Comprehensive logging of user activities, call metadata, and system changes. |
. | No information available |
Automatic Call Archiving All calls are stored securely as required by MiFID II, Dodd-Frank, etc. |
. | No information available |
GDPR/CCPA Compliance Tools Built-in capabilities for compliance with major data privacy laws. |
. | No information available |
Legal Hold on Recordings Ability to flag and lock call recordings for litigation or investigation. |
. | No information available |
Tamper-Proof Storage Ensures integrity of call recordings and logs. |
. | No information available |
User Authentication (SSO/MFA) Support for single sign-on and multi-factor authentication methods. |
. | No information available |
Monitoring for Anomalous Behavior Automatic detection and alerts for suspicious user or system activity. |
. | No information available |
Call Setup Time Time taken from dialing to call connection. |
. | No information available |
Simultaneous Call Handling Maximum number of calls or lines actively managed at any time. |
. | No information available |
Call Transfer Speed Time required to transfer a live call to a new participant. |
. | No information available |
Line Pickup Latency Response time when answering or activating a line. |
. | No information available |
Contact Search Time Average time to search and retrieve a contact. |
. | No information available |
Adjustable Handset Cradles Comfortable positioning and easy access to handsets. |
. | No information available |
Low-glare/High-contrast Screens Displays usable in various lighting conditions. |
. | No information available |
Compact Footprint Turret design minimizes desk space usage. |
. | No information available |
Cable Management Integrated channeling for wires and connectors. |
. | No information available |
Multiple Audio Ports Options for headsets and auxiliary devices. |
. | No information available |
Durable Build Quality High-wear components to withstand 24/7 operation. |
. | No information available |
Accessible Emergency Call Buttons Clearly marked controls for emergencies. |
. | No information available |
24/7 Helpdesk Support Round-the-clock assistance for urgent issues. |
. | No information available |
Remote Diagnostics Real-time system inspection and troubleshooting without on-site presence. |
. | No information available |
Automated Software Updates Scheduled and on-demand updates for bug fixes and new features. |
. | No information available |
Onsite Technical Support Availability of local field engineers when needed. |
. | No information available |
Hardware Replacement SLAs Defined response time for replacement of failed hardware. |
. | No information available |
Self-service Portal Online system for raising tickets and tracking status. |
. | No information available |
Knowledge Base Access Comprehensive documentation for troubleshooting and user guidance. |
. | No information available |
Call Volume Reports Tracks total calls and call types over chosen time periods. |
. | No information available |
Usage Dashboard Real-time visual representation of turret activity. |
. | No information available |
Historical Call Analysis Reports on call durations, participants, and timing trends. |
. | No information available |
Export to CSV/Excel Ability to export call logs and analytics for further processing. |
. | No information available |
Compliance Monitoring Reports Automated reporting on compliance-related call behaviors. |
. | No information available |
Custom Report Builder Tool for creating reports tailored to desk or regulatory needs. |
. | No information available |
Centralized Management Console Unified interface for IT teams to manage turrets across locations. |
. | No information available |
Zero-touch Provisioning Automatic setup of hardware/software with minimal manual intervention. |
. | No information available |
Remote Configuration Admins can modify settings and profiles from anywhere. |
. | No information available |
Location Awareness System recognizes user location for enhanced security or configuration. |
. | No information available |
Multi-site Management Supports rollout and configuration of turrets across many offices. |
. | No information available |
Role-based Admin Delegation Different admin privileges for different IT/ops staff. |
. | No information available |
Bulk User Upload/Configuration Add or modify many users at once. |
. | No information available |
Energy Star Certification Product adheres to energy efficiency standards. |
. | No information available |
RoHS Compliance Restricts hazardous substances in hardware. |
. | No information available |
WEEE Directive Compliance Supports responsible recycling of electronic waste. |
. | No information available |
ISO 27001 Certification Information security management system certified. |
. | No information available |
UL/CE Marked Hardware Safety compliance marks for physical components. |
. | No information available |
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
More Investor Relationship Management (IRM) Systems
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Sorry, no analysis is avaiable for Investor Relationship Management (IRM) Systems
High-speed, optimized network connections designed to minimize transmission delays between trading systems and market venues, which is critical for strategies where microseconds matter.
More Low-Latency Network Infrastructure
More Trading & Execution ...
Direct Market Access (DMA) Enables direct connection to exchanges or liquidity providers for low-latency order routing. |
. | No information available |
Colocation Availability Support for colocation with exchanges or brokers to minimize network round trip times. |
. | No information available |
Cross-Connects Capability Ability to utilize physical cross-connects within data centers for ultra-low-latency connection. |
. | No information available |
Multi-venue Connectivity Supports simultaneous connections to multiple trading venues or exchanges. |
. | No information available |
Cloud Connectivity Supports integration with major cloud service providers (AWS, Azure, GCP, etc) for hybrid trading infrastructure. |
. | No information available |
API Access Provides robust APIs (FIX, REST, WebSocket, etc.) for order management and market data. |
. | No information available |
Remote Access Support Enables secure remote access for trading and monitoring when not colocated. |
. | No information available |
Last Mile Solutions Options for high-performance last-mile connectivity (fiber, wireless, etc). |
. | No information available |
Bandwidth Scalability Ability to flexibly scale up or down network bandwidth as required. |
. | No information available |
Redundant Connections Supports multiple redundant network links to reduce risk of downtime. |
. | No information available |
Round-trip Latency Time taken to send an order/message and receive a response from the trading venue. |
. | No information available |
Latency Jitter Variability in latency over time. |
. | No information available |
Throughput Capacity Maximum number of messages/orders that can be processed per second. |
. | No information available |
Packet Loss Rate Percentage of data packets lost during transmission. |
. | No information available |
Latency Monitoring Tools Integrated tools for real-time latency measurement and reporting. |
. | No information available |
Network Time Synchronization High-precision clock synchronization (e.g., GPS, PTP) across all components. |
. | No information available |
Guaranteed Service Level Agreement (SLA) Provider guarantees around latency, uptime, and support. |
. | No information available |
Prioritization / QoS Supports network Quality of Service (QoS) and message prioritization. |
. | No information available |
Single-hop Communication Minimal network hops between trading engine and market venue. |
. | No information available |
Low-latency Switching / Routing Specialized network hardware for sub-microsecond switching/routing. |
. | No information available |
Failover Support Automatic switch to backup systems or connections upon primary failure. |
. | No information available |
Geographical Redundancy Distributed infrastructure across multiple locations for disaster recovery. |
. | No information available |
Hot/Cold Standby Systems Availability of standby systems that can take over during outages. |
. | No information available |
Network Monitoring Continuous surveillance and health-checks of network infrastructure. |
. | No information available |
Automated Incident Response Capability to automatically respond to faults and reroute traffic. |
. | No information available |
Self-healing Network Capabilities Infrastructure can diagnose and rectify certain failures autonomously. |
. | No information available |
Proactive Maintenance Support Systems in place for regular preventative maintenance. |
. | No information available |
Downtime Notification Immediate alerting on network issues or outages. |
. | No information available |
Service Uptime Percentage of time the network infrastructure is available. |
. | No information available |
Historical Uptime Records Availability of historical records for downtime events. |
. | No information available |
Encryption End-to-end encryption for data-in-transit. |
. | No information available |
DDoS Protection Built-in network defense against distributed denial-of-service attacks. |
. | No information available |
Access Control Granular user access management and authentication. |
. | No information available |
Intrusion Detection and Prevention Systems (IDPS) Active monitoring for unusual or unauthorized activity. |
. | No information available |
Security Audits & Penetration Testing Regular third-party audits of infrastructure security. |
. | No information available |
Real-Time Security Alerts Instant detection and notification of security incidents. |
. | No information available |
Network Segmentation Separation of critical trading infrastructure from general-purpose networks. |
. | No information available |
Firewalling Robust firewall solutions to block unauthorized access. |
. | No information available |
Physical Security Physical controls and surveillance at data centers and network hubs. |
. | No information available |
Compliance Certification Adherence to relevant regulatory security and privacy standards (e.g. ISO 27001, SOC2). |
. | No information available |
FIX Protocol Support Native support for Financial Information eXchange (FIX) protocol. |
. | No information available |
Cross-platform Compatibility Works with multiple operating systems and hardware platforms. |
. | No information available |
Open API Availability Public documentation and SDKs for easy integration. |
. | No information available |
Plug-and-Play Integration Minimal setup required to connect with OMS/EMS and fund management software. |
. | No information available |
Data Format Flexibility Support for various trading data formats (JSON, XML, binary). |
. | No information available |
Back-office System Connectivity Ability to interface with reconciliation, risk, and compliance systems. |
. | No information available |
Customizable Interfaces Ability to tailor integrations based on unique workflow requirements. |
. | No information available |
Standard Middleware Support Compatibility with leading middleware solutions for messaging and event handling. |
. | No information available |
Third-party Vendor Certification Certified interoperability with popular trading software vendors. |
. | No information available |
Legacy System Support Integration pathways for older infrastructure or proprietary systems. |
. | No information available |
Elastic Resource Allocation Dynamically adds capacity for bandwidth, processing, or storage as needed. |
. | No information available |
Linear Performance Scaling Performance increases proportionally with added resources. |
. | No information available |
Multi-tenancy Support Accommodates multiple users, clients, or funds simultaneously. |
. | No information available |
Automated Scaling Tools Systems can auto-provision or decommission based on demand. |
. | No information available |
Geographic Expansion Capability Easily extend coverage to new markets or regions. |
. | No information available |
Order Rate Limit Maximum supported burst rate for order entry. |
. | No information available |
User Limit Maximum supported concurrent authenticated users. |
. | No information available |
Venue Limit Maximum number of trading venues/exchanges supported. |
. | No information available |
Session Scalability Ability to handle increasing numbers of trading or data sessions. |
. | No information available |
API Call Rate Limit Maximum rate of programmatic API calls handled reliably. |
. | No information available |
Real-time Network Analytics Dashboards and reports for live network performance metrics. |
. | No information available |
Latency Heatmaps Graphical representations showing latency across venues/routes. |
. | No information available |
Order Flow Analytics Visualization of trading activity for performance analysis. |
. | No information available |
Historical Data Access Access to retained latency, throughput, and system log data. |
. | No information available |
Custom Alerting Configurable thresholds for automatic notifications of anomalies. |
. | No information available |
API for Metrics Extraction Ability to extract raw or processed data via API. |
. | No information available |
End-to-End Tracing Trace orders/messages across their complete lifecycle for troubleshooting. |
. | No information available |
Audit Logging Complete logging of system and user activity for compliance. |
. | No information available |
Third-party Monitoring Integration Ability to integrate with popular monitoring tools (Splunk, Prometheus, etc). |
. | No information available |
Exportable Reports Generate and export custom reports for management or regulatory review. |
. | No information available |
Low-latency Order Routing Specialized mechanisms for routing orders in the shortest possible time. |
. | No information available |
Order Acknowledgment Time Time taken from order send to acknowledgment. |
. | No information available |
In-flight Order Modification Ability to modify or cancel orders before execution completes. |
. | No information available |
Bulk Order Handling Efficient support for block or program trading. |
. | No information available |
Order Sequencing Preserves strict order of message delivery to prevent race conditions. |
. | No information available |
Order Persistence Ensures orders are not lost due to network or system failure. |
. | No information available |
Trade Drop Copy Support Provides real-time drop copy of executions to back-office and risk systems. |
. | No information available |
Order Throttling Enforces configurable limits on order submission rates. |
. | No information available |
Anomalous Activity Detection Flagging of suspicious or erroneous order flow. |
. | No information available |
Order Timeout/Expiry Handling Automated expiry or cancellation of unfilled orders. |
. | No information available |
Low-latency Market Data Feed Handler Specialized systems for ingesting and parsing raw exchange market data. |
. | No information available |
Normalized Data Feeds Ability to consume and output market data in standardized formats. |
. | No information available |
Multicast/Broadcast Support Efficient data delivery to multiple recipients simultaneously. |
. | No information available |
Feed Gap Detection Automatically detects missing or out-of-sequence data packets. |
. | No information available |
Snapshot and Incremental Updates Handles both full-depth market snapshots and ticks/updates. |
. | No information available |
Dynamic Subscription Management Allows real-time control over subscribed symbols/markets. |
. | No information available |
Data Throttling Configurable maximum data delivery rates to client apps. |
. | No information available |
Feed Latency Latency from market data generation to receipt by trading engine. |
. | No information available |
Historical Data Replay Ability to replay market data for backtesting or simulation. |
. | No information available |
Market Data Recovery Automated recovery in case of feed disconnection or corruption. |
. | No information available |
24/7 Technical Support Round-the-clock access to vendor technical assistance. |
. | No information available |
Dedicated Account Manager Assigned representative for personalized support and escalation. |
. | No information available |
Onsite Support Availability Option for physical presence of support staff during incidents or upgrades. |
. | No information available |
Knowledge Base/Documentation Comprehensive and regularly-updated online help resources. |
. | No information available |
Customer Training Programs Structured onboarding and ongoing user education. |
. | No information available |
Custom Implementation Services Vendor-led services for bespoke integration/deployment. |
. | No information available |
Regular Product Updates Scheduled releases of new features and bug fixes. |
. | No information available |
Incident Escalation Procedure Well-defined escalation paths for urgent issues. |
. | No information available |
SLA Enforcement Processes for tracking and enforcing service level agreements. |
. | No information available |
Root Cause Analysis Provision of root cause analysis on incidents upon request. |
. | No information available |
Transparent Pricing Model Full clarity into cost structure for infrastructure and add-ons. |
. | No information available |
Pay-as-you-go Option Consumption-based billing, avoiding high upfront commitment. |
. | No information available |
Tiered Subscription Plans Different service levels/capacities at ascending price points. |
. | No information available |
Volume Discounts Reduced per-unit cost at higher usage or term commitments. |
. | No information available |
No Lock-in Period Ability to exit or downgrade contracts with minimal penalty. |
. | No information available |
Free Evaluation/Trial Option to test system performance before full commitment. |
. | No information available |
Inclusive Support/Upgrades Basic support, maintenance, and updates included in license cost. |
. | No information available |
Clear SLA Penalty Clauses Documented credits or penalties when SLA is not met. |
. | No information available |
Cost Predictability Absence of variable, unpredictable costs. |
. | No information available |
Usage Analytics for Cost Optimization Reporting tools to help optimize usage and minimize spend. |
. | No information available |
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