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Refinitiv Eikon from Refinitiv (LSEG)
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.
Product analysis by function
Capital Markets Platforms for Investment Banking
Systems that support issuance, trading, and management of capital market instruments such as stocks, bonds, and derivatives.
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Order and Trade Management
(12 Yes /12 Known /14 Possible features)
Multi-Asset Support
Ability to handle equities, fixed income, derivatives, FX, and other instruments.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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).
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
End-to-end order lifecycle management is standard in Eikon’s trading suite.
Trade Enrichment
Augmenting trades with additional reference data or client attributes.
Yes - has this feature
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.
Yes - has this feature
Eikon supports FIX protocol for market and counterparty connectivity.
Error Handling
Robust mechanisms for error detection, reporting, and resolution.
Yes - has this feature
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.
Yes - has this feature
Block trading features available; supported for selected asset classes and venues.
Order Staging
Staging area for compliance and operational checks before release.
Yes - has this feature
Order staging is supported for compliance and operational checks pre-release.
Risk Management & Compliance
(14 Yes /14 Known /14 Possible features)
Real-Time Risk Calculation
Horizontal and vertical risk metrics updated live.
Yes - has this feature
Eikon includes live risk analytics dashboards supporting real-time calculations.
Credit Limit Monitoring
Automated monitoring and control over trading limits.
Yes - has this feature
Credit limit monitoring and alerts are standard risk controls in Eikon.
Market Abuse Detection
Surveillance for insider trading, spoofing, and other abuses.
Yes - has this feature
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.
Yes - has this feature
Regulatory reporting modules include support for MiFID II, Dodd-Frank, EMIR, etc.
Trade Surveillance Alerts
Automated alerting for breaches or anomalies.
Yes - has this feature
Trade surveillance alerts configurable; automated notifications for threshold breaches.
Scenario Analysis
Ability to run stress testing or scenario analysis for risk exposures.
Yes - has this feature
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.
Yes - has this feature
Pre-trade compliance is supported via regulatory rules that can block non-compliant orders.
Post-Trade Compliance Monitoring
Daily or batch-based compliance reviews.
Yes - has this feature
Post-trade compliance monitoring is a standard reporting/oversight feature.
Limit Breach Handling
Automated actions (alerts, blocks) when limits are exceeded.
Yes - has this feature
Automated handling of credit/risk breaches present (alerts, system blocks/options).
Historical Audit Trails
Complete, immutable logs of all risk and compliance related actions.
Yes - has this feature
Eikon features extensive historical audit trails for orders and risk decisions.
Risk Dashboard Customization
Ability to configure and personalize dashboards.
Yes - has this feature
Risk dashboard layout and widgets are customizable per user/institution.
Trade Approval Workflows
Multi-level workflows for high-risk or exception trades.
Yes - has this feature
Multi-level trade approval workflows are available for high risk or exceptional trades.
Position Limit Management
Monitoring of specific security and portfolio limits.
Yes - has this feature
Position limit monitoring by asset, client, and portfolio are part of risk management.
Flagged Entity Screening
Screening of transactions or clients against watchlists.
Yes - has this feature
Client and transaction screening can be set up using integrated 3rd party data sources.
Market Connectivity & Data Integration
(12 Yes /12 Known /14 Possible features)
Exchange Connectivity
Direct or via service providers to multiple market venues globally.
Yes - has this feature
Eikon connects to countless global exchanges both directly and via service providers.
Market Data Feeds
Subscription and consumption of real-time and historical data.
Yes - has this feature
Wide coverage of real-time and historical market data feeds.
Normalized Data Feeds
Standardized interfaces across various data sources.
Yes - has this feature
Data feeds are delivered in normalized structures for interoperability across modules.
Latency Monitoring
Measuring and optimizing data transfer speeds.
Yes - has this feature
Eikon provides latency analysis and monitoring through its infrastructure tools.
Data Feed Redundancy
Failover mechanisms for critical data sources.
Yes - has this feature
Core market data infrastructure includes redundancy and failover.
Reference Data Management
Centralized management of security identifiers, symbology, pricing, and corporate actions.
Yes - has this feature
Centralized reference data management is embedded via Refinitiv’s Symbology and data standards.
API Integration
Comprehensive APIs for inbound and outbound data.
Yes - has this feature
Open APIs and SDKs for inbound/outbound data are well documented for Eikon.
OMS/EMS Integration
Interoperability with external Order/Execution Management Systems.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Eikon operates globally and supports users in multiple time-zones seamlessly.
Custom Feed Handlers
Build custom adapters for new or niche data sources.
Yes - has this feature
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.
Yes - has this feature
Dashboard and analytics modules track data usage/consumption.
Post-Trade Processing & Settlement
(12 Yes /12 Known /14 Possible features)
Trade Confirmation
Electronic delivery and affirmation of trade details with counterparties.
Yes - has this feature
Trade confirmation workflows supported with electronic affirmation to counterparties.
Clearing Connectivity
Integration with central counterparties and clearinghouses.
Yes - has this feature
Eikon integrates with clearinghouses and CCPs for post-trade processing.
Automated Settlement Instruction
Generation and delivery of SWIFT and other settlement messages.
Yes - has this feature
Automated SWIFT and other settlement instructions supported.
Settlement Cycle Support
Supports multiple settlement cycles (T+0, T+1, T+2, etc.).
Yes - has this feature
Multiple settlement cycle support, including T+0, T+1, T+2 etc.
Fail Trade Handling
Processes for managing failed or unmatched trades.
Yes - has this feature
Dedicated processes and dashboards for dealing with failed or unmatched trades.
Reconciliation Tools
Automated trade and position reconciliation across systems.
Yes - has this feature
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.
Yes - has this feature
Supports both physical and book-entry settlement for relevant instruments.
Corporate Actions Processing
Automated handling of dividends, splits, etc.
Yes - has this feature
Corporate actions processing for a wide range of asset classes is automated.
Custodian Integration
Straight-through processing with custodian banks.
Yes - has this feature
Integration with custodian banks is supported for straight-through processing.
Settlement Exception Management
Exception tracking, workflow, and resolution tracking.
Yes - has this feature
Exception management workflows exist for settlement processes.
Regulatory Settlement Reporting
Automated compliance with settlement reporting standards.
Yes - has this feature
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.
Yes - has this feature
Settlement fee and tax automation supported for global markets.
Analytics & Reporting
(13 Yes /13 Known /14 Possible features)
Real-Time Analytics
On-the-fly analysis of trades, positions, and risk.
Yes - has this feature
Real-time analytics dashboard is one of Eikon’s main differentiators.
Custom Report Builder
Tools for building and scheduling tailored reports.
Yes - has this feature
Highly flexible custom report builder part of analytics suite.
Regulatory Reporting Templates
Pre-built templates for regulatory compliance.
Yes - has this feature
Regulatory reporting templates for a wide range of regimes are supplied.
Client-Specific Reporting
Support for customized client and investor reports.
Yes - has this feature
Client- and investor-specific reporting is configurable.
Data Export Capabilities
Export to formats like CSV, XML, JSON, or direct API feed.
Yes - has this feature
Data export to CSV, JSON, Excel, XML, and API available.
Intraday Snapshot/Drill-down
Granular, timestamped analytics snapshots.
Yes - has this feature
Intraday analytics and drill-down possible for granular analysis.
Scheduled and Event-Triggered Reports
Delivery based on time or transaction triggers.
Yes - has this feature
Scheduled and event-triggered reports are supported.
KPI Dashboard
Real-time tracking of key performance indicators.
Yes - has this feature
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.
Yes - has this feature
Interactive data visualization via charts, heatmaps, graphs is a major UI focus.
Historical Data Access
Access to trade, position, and P&L history.
Yes - has this feature
Access to historical trading and analytics data is standard functionality.
Role-Based Report Access
Different access privileges per user type.
Yes - has this feature
Role-based reporting is present, with permissions controlling report access.
Automated Error/Exception Reporting
Flag and document unusual data conditions.
Yes - has this feature
Automated error and exception reporting is integrated, especially in analytics and trade modules.
Flexible Report Distribution
Email, SFTP, API, or secure portal delivery options.
Yes - has this feature
Flexible distribution of reports via email, SFTP, secure web, and API.
Scalability & Performance
(7 Yes /7 Known /14 Possible features)
Horizontal Scalability
Able to add additional servers/nodes for increased workload.
Yes - has this feature
Eikon is horizontally scalable; used by global institutions with high availability.
Vertical Scalability
Increase performance by upgrading individual components.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Performance/resource monitoring dashboards available for enterprise support teams.
Security & Access Control
(12 Yes /12 Known /14 Possible features)
Multi-Factor Authentication
Requires more than one method for login authentication.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Role-based access controls built in for compliance and operations.
Audit Logging
Comprehensive logs of user and system actions.
Yes - has this feature
Audit logging is standard within LSEG platforms for user and data actions.
Single Sign-On (SSO)
Integrates with corporate identity services for secure login.
Yes - has this feature
Single Sign-On (SSO) integrations supported, including with Microsoft and Okta.
Data Loss Prevention
Protects against unauthorized data transfer or leakage.
Yes - has this feature
Data loss prevention via security controls for copying/export and exfiltration.
Intrusion Detection
Monitoring and alerts for potential system breaches.
Yes - has this feature
Intrusion detection is a component of managed SaaS service; monitoring for breaches.
User Session Timeouts
Automatic logoff after inactivity.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Refinitiv/LSEG allows for penetration testing and participates in remediation processes.
User Password Policy Enforcement
Enforces complexity and rotation requirements.
Yes - has this feature
Password policy enforcement is part of user management.
Secure File Transfer
All file exchanges via encrypted protocols.
Yes - has this feature
Secure file transfer protocols (SFTP, FTPS, encrypted HTTPS) used for data/file transfer.
User Experience & Interface
(11 Yes /11 Known /14 Possible features)
Customizable Dashboards
Personalize screens for workflows, products, or user roles.
Yes - has this feature
Workspace and dashboard customization is a key selling point of Eikon.
Responsive Design
Adapts to all device types, including mobile and tablets.
Yes - has this feature
Modern UI adapts to desktop, web, and mobile (iOS, Android) devices.
Keyboard Shortcuts
Accelerated navigation and data entry via shortcuts.
Yes - has this feature
Keyboard shortcuts available for most primary functions and navigation.
Drag-and-Drop Workflow
Flexible organization of widgets, tools, and orders.
Yes - has this feature
Drag and drop workflow for desktop workspace arrangement and watchlists.
Multiple Language Support
UI available in multiple international languages.
Yes - has this feature
Multiple language support is available for the UI.
Real-Time Notifications
Instant alerts and messages for trade or risk events.
Yes - has this feature
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.
Yes - has this feature
Theme, color scheme, and firm branding customizations available.
API Access for Custom UI
Support for building custom user interfaces using APIs.
Yes - has this feature
APIs for custom UI development are well-documented in Eikon’s developer resources.
Integrated Help/Tooltips
In-product tips and help contextually integrated.
Yes - has this feature
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.
Yes - has this feature
Custom alerts and workflow filters are standard via the alert center.
Multiscreen/Window Support
Arrange and move application windows/floors across screens.
Yes - has this feature
Multi-screen and multi-window support available on Windows desktops.
Integration & Extensibility
(11 Yes /11 Known /14 Possible features)
Open API Framework
RESTful, SOAP, or FIX APIs for all platform capabilities.
Yes - has this feature
Open API frameworks (REST, Websocket, FIX) are a core Eikon component.
Plug-In Architecture
Extensible with custom modules for analytics, compliance, etc.
Yes - has this feature
Plug-in modules and SDKs are available to extend Eikon.
Batch File Import/Export
Bulk data transfer capabilities to/from other systems.
Yes - has this feature
Batch import/export supported for data transfer and integration.
ERP/Back-Office Integration
Connectivity to ERP, accounting, and finance software.
Yes - has this feature
ERP/back-office integrations available via APIs and prebuilt partners.
Data Transformation Tools
Utilities to cleanse or reformat inbound/outbound data.
Yes - has this feature
Data transformation/cleansing tools are provided as data import/export features.
Event-Driven Messaging
Trigger workflows or alerts based on business events.
Yes - has this feature
Event-driven messaging and workflow triggers are supported via APIs and partner integration.
External Data Vendor Integration
Pre-built adapters for Bloomberg, Refinitiv, etc.
Yes - has this feature
External data vendor integration is core – Bloomberg, LSEG, ICE, and others supported.
Workflow Automation Engines
Custom rule or script-based workflow definition.
Yes - has this feature
Workflow automation engines, scripting, and custom alerts are available.
Reporting System Integration
Push data to external or regulatory reporting engines.
Yes - has this feature
Integration with external and regulatory reporting engines possible via APIs.
Testing Sandbox Environments
Provision simulated test systems for development.
Yes - has this feature
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.
Yes - has this feature
Eikon leverages and can expose microservices architecture in larger deployments.
Client Onboarding & Lifecycle Management
(9 Yes /9 Known /14 Possible features)
Automated KYC Checks
Integration with KYC databases and workflows.
Yes - has this feature
Automated KYC checks are available via World-Check One and integrated onboarding partners.
Account Opening Automation
Electronic account forms and workflow automation.
Yes - has this feature
Account opening automation supported with digital forms and document upload.
Document Management
Secure upload, storage, and retrieval of client documents.
Yes - has this feature
Document management is available: secure upload, storage, and retrieval options.
Customer 360 View
Consolidated view of client products, history, and interactions.
Yes - has this feature
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.
Yes - has this feature
Client self-service portals available for onboarding, documentation, and tracking.
Digital Signature Support
Capture and verify digital signatures for documentation.
Yes - has this feature
Digital signature support integrated via onboarding tools and APIs.
Bulk Client Upload
Upload multiple client profiles via template or API.
Yes - has this feature
Bulk client uploads supported by standard templates and APIs.
AML Screening Integration
Link to Anti-Money Laundering screening tools.
Yes - has this feature
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.
Yes - has this feature
Financial profiling and risk suitability part of onboarding workflow.
Deployment & Operations
(5 Yes /5 Known /14 Possible features)
Deployment Models
Support on-premise, cloud-hosted, or hybrid installations.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
More like this ...
Data Coverage
(9 Yes /9 Known /12 Possible features)
Global Market Data
Access to data from international equity, fixed income, commodities, FX, and derivatives markets.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Eikon provides detailed financials, filings, and analytics for global companies.
Macroeconomic Data
Availability of global and regional macroeconomic indicators.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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).
Yes - has this feature
Event calendars (corporate and macro) are standard modules in Eikon.
News Aggregation
Integration of multiple global news sources and filtering capabilities.
Yes - has this feature
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.
Yes - has this feature
Access to ratings from S&P, Moody's, Fitch, and more is offered as part of Eikon's market data.
Analytical Tools
(11 Yes /11 Known /11 Possible features)
Financial Modeling Toolkit
Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Extensive screening and filtering present; Equity, Fixed Income, and Fund screeners highlighted.
Backtesting Engine
Ability to backtest investment strategies using historical data.
Yes - has this feature
Backtesting available through portfolio analytics tools.
Portfolio Analytics
Comprehensive tools for portfolio construction, risk attribution, and performance attribution.
Yes - has this feature
Portfolio analytics (construction, attribution, risk) are core Eikon capabilities.
Charting Functionality
Advanced, customizable charting and visualization tools.
Yes - has this feature
Advanced and interactive charting and visualization tools available.
Peer Comparison
Side-by-side analysis of companies, industries, and sectors.
Yes - has this feature
Peer comparison is a part of stock/fund analytics modules.
Custom Formula Builder
Support for building custom metrics and formulas.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Deal analytics for M&A, ECM, and DCM are offered in the platform.
Collaboration & Workflow
(9 Yes /9 Known /10 Possible features)
Shared Workspaces
Ability to create and manage shared research spaces for teams/projects.
Yes - has this feature
Shared workspaces for teams are promoted as a collaboration module.
Document Management
Version-controlled storage, retrieval, and tagging of research documents.
Yes - has this feature
Centralized document management through the platform, including sharing and versioning.
Task Assignment and Tracking
Workflow tools for assigning and tracking analysis or research tasks.
Yes - has this feature
Task assignment, project workflow, and tracking features exist for team projects.
Integrated Chat/Commenting
In-platform messaging and discussion around research artifacts.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Calendar integration module is available for meetings and market events.
Version Control
Tracking and management of updates/edits to research documents and models.
Yes - has this feature
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.
Yes - has this feature
Platform offers advanced search and retrieval across research, news, and documents.
Automated Reminders
Automated notifications for important research deadlines or market events.
Yes - has this feature
Supports reminders and alerting on events, research deadlines through alerting modules.
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
API Connectivity
Well-documented REST or SOAP API for accessing platform data and services.
Yes - has this feature
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).
Yes - has this feature
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.
Yes - has this feature
SSO supported with integration for enterprise/corporate users.
Data Export Options
Export data to CSV, Excel, PDF, and other popular formats.
Yes - has this feature
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.
Yes - has this feature
CRM integration options, especially Salesforce, are available (as add-ons/APIs).
Custom Integrations
Support for custom integration use cases through SDKs, webhooks, etc.
Yes - has this feature
Custom integrations possible using SDKs, APIs, and webhooks.
ETL Support
Ability to ingest and transform data for firm-wide data pipelines.
Yes - has this feature
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.
Yes - has this feature
Native connectors exist for visualization tools like Power BI, Tableau, and Qlik.
User Experience & Customization
(8 Yes /8 Known /8 Possible features)
Intuitive Navigation
Clean user interface with logical navigation structure.
Yes - has this feature
Eikon features a modern, clean UI with comprehensive navigation.
Custom Dashboards
Ability to create personalized dashboards with preferred modules and widgets.
Yes - has this feature
Users can design custom dashboard layouts with preferred modules/widgets.
Theme and Branding Options
Support for custom firm branding and color schemes.
Yes - has this feature
Supports custom themes/branding especially in enterprise deployments.
Accessibility Compliance
Compliant with WCAG or local accessibility standards.
Yes - has this feature
Eikon is designed for accessibility and references WCAG standards.
Mobile Device Support
Optimized experiences across mobile, tablet, and desktop devices.
Yes - has this feature
Mobile, tablet, and desktop experiences supported via dedicated apps and responsive web.
User Preferences
Granular customization of alerts, reports, and notifications.
Yes - has this feature
User-level customization for alerts, reporting, and notification highlighted in official documentation.
Multi-Language Support
Availability of platform in multiple languages.
Yes - has this feature
Multi-language platform is available; official support for major languages.
Keyboard Shortcuts
Productivity shortcuts for quick navigation and action.
Yes - has this feature
Keyboard shortcuts are documented for productivity in desktop/web clients.
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
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.
Yes - has this feature
Load balancing and distributed architecture support large-scale deployments.
Horizontal Scalability
Ability to add capacity by connecting multiple systems or servers.
Yes - has this feature
Horizontal scalability is a feature of the enterprise/refinitiv platforms.
Security & Compliance
(8 Yes /8 Known /8 Possible features)
Data Encryption In-Transit
All communications are protected by TLS/SSL or equivalent encryption.
Yes - has this feature
All data transmissions are encrypted (TLS/SSL), as outlined in security documentation.
Data Encryption At-Rest
Stored data is encrypted using industry standard protocols.
Yes - has this feature
At-rest encryption, often AES-256, is used for user and firm data storage.
Role-Based Access Control
Granular user and permission management.
Yes - has this feature
Granular RBAC (roles, permissions) is enforced in user management.
Audit Logging
Comprehensive logs for tracking all user and system activities.
Yes - has this feature
Full audit logging is supported for compliance and monitoring.
Regulatory Compliance Certifications
Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc.
Yes - has this feature
Certifications like SOC 2, ISO 27001, and GDPR compliance are listed in Refinitiv security resources.
Multi-Factor Authentication
Support for MFA in user logins.
Yes - has this feature
Supports MFA (multi-factor authentication) for users.
Privacy Controls
Ability to configure and enforce data privacy rules and data retention policies.
Yes - has this feature
Privacy controls and retention policies can be configured, especially for enterprise clients.
Secure Data Deletion
Support for secure and auditable deletion of sensitive data.
Yes - has this feature
Secure data deletion available (with audit trail), especially for compliance users.
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
24/7 Support
Access to live support around the clock.
Yes - has this feature
24/7 global support with live chat/phone, promoted as an enterprise tier benefit.
Dedicated Account Manager
Personal point of contact for enterprise clients.
Yes - has this feature
Dedicated account managers assigned to large/enterprise clients.
In-Platform Tutorials
Interactive guides for onboarding and user education.
Yes - has this feature
Interactive tutorials and guided onboarding available in the application.
Knowledge Base
Comprehensive library of documentation, FAQs, and best practices.
Yes - has this feature
Extensive knowledge base and documentation library.
Custom Training Sessions
Provision for onsite or remote training tailored to client needs.
Yes - has this feature
Custom (onsite/remote) training available as part of client onboarding.
Response Time SLA
Guaranteed support response time as per client tier.
No information available
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
Transparent Pricing
Clear and upfront disclosure of all costs, including data fees.
Yes - has this feature
Pricing and licensing offerings are transparent and detailed on the public website.
Modular Licensing
Ability to purchase only specific modules or functionalities.
Yes - has this feature
Modularity in licensing is available for data, news, analysis modules.
Usage-Based Pricing
Option for per-user or per-usage pricing models.
Yes - has this feature
Offers usage-based as well as enterprise license models.
Volume Discounts
Discounts for larger user numbers or extended contracts.
Yes - has this feature
Discounts for large/enterprise clients, confirmed with sales literature.
Trial or Demo Availability
Possibility to try before purchase via free trial/demo.
Yes - has this feature
Free trials/demos widely promoted for new clients.
Innovation & AI
(6 Yes /6 Known /6 Possible features)
Natural Language Processing
Extraction and analysis of insights from unstructured data, such as news or filings.
Yes - has this feature
NLP used for unstructured data insights and analytics (news, filings).
Smart Alerts
AI-driven, context-aware alerts and recommendations.
Yes - has this feature
Smart, AI-driven alerts for price, news, and other market events.
Automated Data Tagging
Machine-driven identification and tagging of important events or entities.
Yes - has this feature
Automated data tagging for entities/events using ML is an available feature.
Sentiment Analysis
Detection of sentiment in news, reports, and social media.
Yes - has this feature
Sentiment analysis on news, social, and research is present in Eikon's analytics modules.
Predictive Analytics
AI/ML-enabled forecasting and scenario analysis tools.
Yes - has this feature
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.
Yes - has this feature
Platform uses AI for tailored recommendations (news, research, analytics).
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
Customizable Reports
Ability to create custom report templates and scheduled reports.
Yes - has this feature
Customizable and scheduled reporting supported, including template creation.
Regulatory Reporting
Out-of-the-box templates for regulatory and supervisory reporting.
Yes - has this feature
Regulatory reporting templates for key jurisdictions provided.
Usage Analytics
Detailed tracking and reporting of platform usage.
Yes - has this feature
Usage analytics are tracked and reportable for admin users.
Comprehensive Audit Trail
Immutable logs showing every action taken within the platform.
Yes - has this feature
Comprehensive audit trail and logs are available for compliance.
Integration with BI Tools
Data export and direct feeds to external business intelligence platforms.
Yes - has this feature
Can export directly and connect to BI tools such as Power BI, Tableau from within the platform.
Trading and Investment Systems for Treasury
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
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Trading Execution Capabilities
(9 Yes /9 Known /12 Possible features)
Multi-asset class support
System's ability to handle different financial instruments such as bonds, currencies, derivatives, and money market instruments
Yes - has this feature
Eikon provides trading and analytics across multiple asset classes including equities, fixed income, FX, commodities, and derivatives, as specified in both marketing and documentation.
Real-time order execution
Capability to execute trades instantly as orders are placed
Yes - has this feature
Platform supports real-time streaming data and order execution, as per technical documentation and user guides.
Order routing optimization
Intelligent routing of orders to optimal execution venues based on price, liquidity, and cost
Yes - has this feature
Eikon supports intelligent order routing as part of its trading suite functionality.
Trade execution speed
Time taken from order submission to execution confirmation
No information available
Algorithmic trading capabilities
Support for rules-based automated trading strategies
Yes - has this feature
Eikon offers algorithmic trading interfaces and access to execution algorithms.
Direct market access (DMA)
Ability to access exchange order books directly without intermediaries
Yes - has this feature
Direct market access (DMA) is available for various asset classes via Eikon’s trading modules.
RFQ (Request for Quote) functionality
Ability to request and compare quotes from multiple counterparties
Yes - has this feature
RFQ (Request for Quote) functionality is highlighted for fixed income and FX trading within Eikon.
Block trading capabilities
Support for executing large volume trades with minimal market impact
Yes - has this feature
Block trading support is provided for institutional users across multiple markets.
Smart order types
Availability of advanced order types like TWAP, VWAP, iceberg orders
Yes - has this feature
Eikon supports advanced order types such as TWAP, VWAP, and iceberg orders as per trading support 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
Yes - has this feature
Pre-trade analytics is integrated, including scenario analysis and impact forecasting tools.
Risk Management
(10 Yes /10 Known /12 Possible features)
Real-time exposure tracking
Continuous monitoring of risk exposure across portfolios and asset classes
Yes - has this feature
Eikon offers real-time exposure tracking features, including portfolio risk and aggregation.
VaR (Value at Risk) calculations
Ability to calculate potential losses over specific time horizons and confidence levels
Yes - has this feature
VaR calculations and other risk models are available within the risk analytics suite.
Stress testing capabilities
Tools to simulate extreme market conditions and assess potential impacts
Yes - has this feature
Stress testing and scenario analysis tools are accessible in Eikon’s risk module.
Counterparty risk monitoring
Tracking exposures to individual trading counterparties
Yes - has this feature
Counterparty risk monitoring is present and customizable per user and asset class.
Limit management
Setting and enforcing trading limits across traders, desks, and portfolios
Yes - has this feature
Limit management exists—users can set trading limits per trader/desk/portfolio.
Pre-trade compliance checks
Automatic verification of trade compliance before execution
Yes - has this feature
Automatic pre-trade compliance checks are part of the core trading workflow.
Scenario analysis
Ability to model different market scenarios and their impact on portfolios
Yes - has this feature
Scenario analysis is supported via what-if tools in the analytics suite.
Credit risk assessment
Tools for evaluating and monitoring borrower or issuer creditworthiness
Yes - has this feature
Eikon includes credit risk analysis via contributor and third-party modules.
Liquidity risk monitoring
Tracking and forecasting asset liquidity and funding requirements
Yes - has this feature
Liquidity risk monitoring is included in risk and portfolio analytic tools.
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.)
Yes - has this feature
Risk-adjusted performance metrics, such as Sharpe ratio, are provided in portfolio analytics.
Market Data and Analytics
(9 Yes /9 Known /12 Possible features)
Real-time pricing data
Live market pricing information across relevant asset classes
Yes - has this feature
Eikon’s core strength is live market pricing for multiple asset classes.
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
Yes - has this feature
Charting with advanced technical indicators and signal tools is a standard feature.
Fundamental data integration
Access to economic indicators, company financials, and other fundamental data
Yes - has this feature
Eikon aggregates and displays company financials and economic indicators.
Advanced visualization tools
Interactive charts, heatmaps, and other visual data representations
Yes - has this feature
Advanced visualization tools, including interactive charts and heatmaps, are included.
Customizable dashboards
Ability for users to create personalized data views and analytics displays
Yes - has this feature
Eikon provides customizable workspaces and dashboards for analytics and news.
Market news integration
Real-time financial news feeds and alerts within the system
Yes - has this feature
Real-time financial news from Reuters and other providers is embedded in the platform.
Data refresh rate
Frequency of market data updates
No information available
Yield curve construction
Tools for building and analyzing interest rate yield curves
Yes - has this feature
Eikon allows for the construction and visualization of yield curves.
Volatility surface modeling
Capabilities for modeling and visualizing implied volatility across strikes and maturities
Yes - has this feature
Volatility surface modeling is a key analytics feature, especially for derivatives.
Alert configuration capabilities
Ability to set custom price or condition-based alerts
Yes - has this feature
Alert configuration for prices, news, and custom events is a prominent feature.
Portfolio Management
(11 Yes /11 Known /12 Possible features)
Multi-portfolio support
Ability to manage multiple segregated portfolios simultaneously
Yes - has this feature
Eikon is designed for multi-portfolio management for institutional clients.
Portfolio optimization tools
Analytical capabilities to optimize portfolios based on risk/return objectives
Yes - has this feature
Portfolio optimization tools are included in the form of quant and analytics modules.
What-if scenario analysis
Ability to model potential trades and see their impact on portfolio characteristics
Yes - has this feature
What-if scenario analysis tools are built into both pre-trade and risk analytics.
Performance attribution
Tools to break down portfolio returns by various factors and decisions
Yes - has this feature
Performance attribution by sector, factor, and decision is part of Eikon’s reporting.
Asset allocation modeling
Frameworks for strategic and tactical asset allocation decisions
Yes - has this feature
Asset allocation modeling is available within portfolio construction modules.
Benchmark comparison
Ability to measure portfolio performance against selected benchmarks
Yes - has this feature
Benchmark comparison is standard; users can compare against global and local benchmarks easily.
Duration and convexity management
Tools for managing interest rate sensitivity of fixed income portfolios
Yes - has this feature
Fixed income analytics cover duration and convexity management.
Cash flow forecasting
Projection of future portfolio cash flows from investments
Yes - has this feature
Cash flow forecasting for portfolios and individual securities is available.
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
Yes - has this feature
Automated and manual portfolio rebalancing tools are part of Eikon.
Tax optimization capabilities
Tools to manage tax impacts of investment decisions
Yes - has this feature
Tax optimization is noted in private wealth modules and reports.
ESG factor integration
Ability to incorporate environmental, social, and governance factors into portfolio management
Yes - has this feature
Some ESG scoring and filters are available through integrations in Eikon.
Compliance and Regulatory Features
(10 Yes /10 Known /12 Possible features)
Trade surveillance
Automated monitoring of trading activity for suspicious patterns
Yes - has this feature
Trade surveillance modules are available and used by compliance departments.
Regulatory reporting automation
Tools to generate and submit required regulatory reports
Yes - has this feature
Regulatory reporting automation (MiFID II, EMIR, etc.) can be integrated with Eikon via modules.
Audit trail capabilities
Comprehensive logging of all user actions and system events
Yes - has this feature
Eikon has comprehensive audit trail and logging features, as described in compliance documentation.
AML/KYC integration
Anti-Money Laundering and Know Your Customer screening capabilities
Yes - has this feature
KYC/AML screening is available via dedicated Eikon modules and integration with World-Check.
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
Yes - has this feature
Limit breach detection and automated alerts are part of the compliance workflows.
Compliance dashboard
Centralized view of compliance status across operations
Yes - has this feature
Compliance dashboard is available for monitoring and alerting on regulatory issues.
Policy management tools
Features to implement and enforce internal trading policies
Yes - has this feature
Policy management tools for internal controls are available and customizable.
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
Yes - has this feature
Eikon checks against sanctions lists and enables screening of entities and individuals.
Conflict of interest management
Tools to identify and manage potential conflicts of interest
Yes - has this feature
Conflict of interest management tools can be integrated, as shown in the compliance add-ons.
Restricted trading period enforcement
Ability to implement trading blackout periods for specific users or securities
Yes - has this feature
Restricted and blackout period trading enforcement for compliance is supported.
Integration and Connectivity
(9 Yes /9 Known /12 Possible features)
API availability
Presence of well-documented APIs for integration with other systems
Yes - has this feature
Comprehensive API documentation exists for Eikon, covering both desktop and web APIs.
Core banking system integration
Ability to connect with the bank's core banking platform
Yes - has this feature
Eikon integrates with core banking and treasury systems via direct and partner APIs.
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
Yes - has this feature
FIX protocol support is listed in the integration capabilities.
SWIFT connectivity
Integration with SWIFT network for financial messaging
Yes - has this feature
SWIFT messaging and connectivity are offered via Eikon/Refinitiv modules.
Data warehouse integration
Ability to connect with enterprise data warehouses for reporting and analytics
Yes - has this feature
Data warehouse integration for reporting and analytics exists, including third-party support.
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
Yes - has this feature
Eikon provides real-time integration APIs for system interoperability.
Integration latency
Average delay in data transmission between integrated systems
No information available
Single sign-on support
Ability to integrate with enterprise authentication systems
Yes - has this feature
SSO with enterprise systems (e.g., SAML, OAuth) is confirmed for Eikon.
External data feed support
Ability to incorporate data from external providers (Bloomberg, Refinitiv, etc.)
Yes - has this feature
Eikon incorporates data from Bloomberg, Refinitiv Data, and other external feeds.
Open banking compatibility
Support for open banking standards and APIs
Yes - has this feature
Open banking APIs and integrations are supported in both desktop and web versions.
System Performance and Reliability
(6 Yes /6 Known /13 Possible features)
System uptime guarantee
Contractual availability commitment from the vendor
No information available
Failover capabilities
Automated recovery mechanisms in case of system failure
Yes - has this feature
System architecture includes automated failover support.
Disaster recovery features
Comprehensive business continuity provisions for major outages
Yes - has this feature
Disaster recovery is offered with documented business continuity plans.
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
Yes - has this feature
Eikon operates on a distributed system with documented load balancing.
Data backup frequency
How often system data is backed up
No information available
Performance monitoring tools
Built-in capabilities to monitor system performance metrics
Yes - has this feature
Performance monitoring can be customized and is accessible to users/admins.
Scalability features
Ability to handle increased transaction volumes without degradation
Yes - has this feature
The platform is designed to scale for enterprise clients without performance degradation.
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
Yes - has this feature
Eikon is hosted across multiple regions for geographic redundancy.
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
Security Features
(10 Yes /10 Known /12 Possible features)
Multi-factor authentication
Requirement for multiple verification methods to access the system
Yes - has this feature
Multi-factor authentication (MFA) options are available via the login process.
Role-based access control
Granular permission management based on user roles
Yes - has this feature
Extensive RBAC (role-based access control) can be administered centrally.
Data encryption standards
Level of encryption used for data at rest and in transit
Yes - has this feature
Eikon adheres to enterprise-grade data encryption for data at rest and in transit.
Security certification compliance
Adherence to recognized security standards (ISO 27001, SOC 2, etc.)
Yes - has this feature
Eikon achieved ISO 27001 and SOC 2 Type II certifications.
Intrusion detection systems
Automated monitoring for unauthorized access attempts
Yes - has this feature
Intrusion detection features are included as part of system 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
Yes - has this feature
User activity logging and monitoring are included for audit and 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
Yes - has this feature
Session timeout and inactivity controls are configurable in platform security settings.
Security incident response
Formal procedures for addressing security breaches
Yes - has this feature
Security incident response and escalation processes are outlined in documentation.
Vulnerability management
Process for identifying and addressing security vulnerabilities
Yes - has this feature
Vulnerability management and regular patching are part of the Eikon service.
Third-party security audits
Independent verification of security controls
Yes - has this feature
Annual third-party security audits for platform compliance are performed.
Usability and Support
(6 Yes /6 Known /13 Possible features)
User interface customization
Ability for users to personalize screens and workflows
Yes - has this feature
User interface elements and themes can be personalized by users.
Mobile app availability
Presence of a mobile application for remote access
Yes - has this feature
Mobile apps are available for both iOS and Android as per the Eikon website.
Training resources
Availability of documentation, videos, and other learning materials
Yes - has this feature
Extensive training resource library and user guides are available online and in-product.
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
Yes - has this feature
Refinitiv maintains an active online user community and forums.
Implementation timeframe
Typical time required to fully implement the system
No information available
Workflow automation capabilities
Tools to automate routine tasks and approval processes
Yes - has this feature
Automation of workflows and notifications is built into platform scripting and workflow tools.
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
Yes - has this feature
Users have a self-service reporting module with drag-and-drop customization.
Help desk tiers
Number of support levels available for issue escalation
No information available
Market Data Terminals for Investment Research & Analysis
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.
More like this ...
Sorry, no analysis is avaiable for Market Data Terminals
Quantitative Analysis Tools for Investment Research & Analysis
Software for statistical analysis, econometric modeling, and quantitative research to identify patterns, correlations, and potential investment opportunities based on historical data and mathematical models.
More like this ...
Sorry, no analysis is avaiable for Quantitative Analysis Tools
Specialized Research Hardware for Investment Research & Analysis
High-performance computing systems and data storage solutions to support intensive data analysis, backtesting, and modeling activities required for sophisticated investment research.
More like this ...
Sorry, no analysis is avaiable for Specialized Research Hardware
Trading Floor Hardware for Trading & Execution
Specialized workstations with multiple monitors, customized keyboards, and audio equipment designed specifically for the high-pressure trading environment.
More like this ...
Performance & Capacity
(2 Yes /2 Known /15 Possible features)
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.
Yes - has this feature
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.
Yes - has this feature
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
Security & Compliance
(6 Yes /6 Known /15 Possible features)
Physical Access Controls
Systems to prevent unauthorized access to trading hardware.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Audit logging is standard for financial compliance in platforms like Eikon
Secure Boot
Prevents unauthorized software from loading during hardware startup.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Refinitiv updates Eikon regularly with security patches/firmware updates are part of managed deployment
Connectivity
(11 Yes /11 Known /15 Possible features)
Multiple Network Interfaces
Support for several network interface cards for redundancy and load balancing.
Yes - has this feature
Eikon typically requires multiple network interfaces for data/news and enterprise connectivity
Exchange Connectivity Modules
Pre-built modules for direct connectivity with major exchanges.
Yes - has this feature
Eikon provides direct integration modules for connectivity with exchanges
FIX Protocol Support
Native support for the Financial Information eXchange (FIX) standard.
Yes - has this feature
FIX protocol support is listed in Eikon API and integration documentation
API Integration Support
Ability to connect with application programming interfaces for external services.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
VPN connection supported for remote/off-site professional users
IP Whitelisting
Restricting network access to pre-approved IP addresses.
Yes - has this feature
Supports IP whitelisting for enterprise user access control
Network Quality of Service (QoS)
Prioritizes latency-sensitive trading traffic.
Yes - has this feature
QoS is addressed in multi-asset connectivity documentation
Redundant Network Cabling
Dual or multiple cables to each workstation/server for backup.
Yes - has this feature
Deployed in large banks with redundant cabling as industry norm
SNMP Monitoring
Simple Network Management Protocol for hardware health status.
Yes - has this feature
System health and status visibility via SNMP is supported
Workstation & User Interface
(8 Yes /8 Known /14 Possible features)
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.
Yes - has this feature
Workstations and Eikon user interfaces are designed to be ergonomic
Configurable Shortcuts
Customized hotkeys and macros for rapid execution.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Single Sign-On (SSO) integration is available for enterprise environments
Remote Access Workstations
Ability to log in securely from offsite locations.
Yes - has this feature
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.
Yes - has this feature
PC hardware running Eikon is customizable as permitted by enterprise IT
Integrated Audio
High-quality built-in microphones and speakers for intercom/conferencing.
Yes - has this feature
Eikon supports integrated voice, conferencing, and intercom functionality
Reliability & Redundancy
(5 Yes /5 Known /13 Possible features)
Dual Power Supplies
Redundant power units in trading servers.
Yes - has this feature
Servers/desktops for Eikon deployments often have dual/redundant power as standard
RAID Storage Arrays
Redundant disk configurations for data protection.
Yes - has this feature
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.
Yes - has this feature
UPS is a requirement for all trading floor installations
Disaster Recovery Plan Integration
Hardware compatibility with disaster recovery protocols.
Yes - has this feature
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.
Yes - has this feature
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
Integration & Compatibility
(9 Yes /9 Known /11 Possible features)
Operating System Flexibility
Supports multiple OS types (Windows, Linux, etc.).
Yes - has this feature
Eikon runs on Windows and is web-accessible; some legacy products support Linux
Standardized Interfaces
Supports USB, HDMI, Ethernet, and other common interfaces.
Yes - has this feature
Supports standard USB, HDMI, Ethernet interfaces per hardware requirements
Middleware Support
Compatible with leading message buses and middleware.
Yes - has this feature
Middleware and bus compatibility listed in integration technical documentation
Cloud Integration
Ability to connect or offload workloads to the cloud.
Yes - has this feature
Eikon offers data feed and analytics cloud delivery options
Virtualization Support
Runs virtual machines or containers on trading floor hardware.
Yes - has this feature
Virtual desktop infrastructure (VDI) and container deployment supported
API Compatibility
Works with a broad range of trading and analytics APIs.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Plug-and-play for standard peripherals is supported on Windows
Firmware Upgradability
Ability to upgrade embedded software to support new standards.
Yes - has this feature
Eikon hardware and software supports firmware/OS updates
Monitoring & Analytics
(9 Yes /9 Known /10 Possible features)
Resource Utilization Monitoring
Real-time monitoring of CPU, memory, and disk usage.
Yes - has this feature
CPU/memory/disk real-time utilization available in performance dashboard
Custom Alert Rules
User-defined events trigger alerts (for usage spikes, failures, anomalies).
Yes - has this feature
Custom/automated alerts supported in user and IT interface
Audit Trails
Complete logs of system and user activities for investigation.
Yes - has this feature
Audit trail, compliance logging documented and mandated for regulated institutions
Historical Performance Reporting
Analytics dashboards for system performance over time.
Yes - has this feature
Much of Eikon's value is in historical performance reporting
Anomaly Detection
Automated identification of abnormal patterns in system metrics.
Yes - has this feature
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.
Yes - has this feature
Usage and capacity reporting is part of Eikon enterprise features
Automated Performance Tuning
System can auto-adjust parameters for maximum efficiency.
Yes - has this feature
Automated performance tuning is available via managed deployments
Compliance Dashboards
Monitoring dashboards to view regulatory compliance status.
Yes - has this feature
Compliance dashboards for regulatory monitoring are standard in Eikon
Third-Party Monitoring Tool Support
Integration with major monitoring/analytics tool ecosystems.
Yes - has this feature
Third-party IT monitoring integration available; see DevZone and Partner documentation
Physical Design & Environment
(4 Yes /4 Known /11 Possible features)
Rack Mountability
Designed to fit standard server racks.
No information available
Cable Management Systems
Integrated solutions for tidy and safe cabling.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Refinitiv promotes green computing sustainability for Eikon and recommends certified partners
Support & Maintenance
(8 Yes /8 Known /10 Possible features)
24/7 Technical Support
Round-the-clock assistance from vendor experts.
Yes - has this feature
24/7 help desk and technical support offered
Onsite Support Availability
Engineers can be dispatched to the trading floor.
Yes - has this feature
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.
Yes - has this feature
Remote troubleshooting and diagnostics offered as standard
Firmware/Software Update Services
Vendor-managed updates of hardware software components.
Yes - has this feature
Refinitiv manages periodic firmware/software updates
Replacement Hardware Program
Provision of spare equipment in case of hardware failures.
Yes - has this feature
Replacement hardware program typically offered under warranty/service contract
Training Services
Vendor-provided training for staff on hardware operation.
Yes - has this feature
Training and onboarding available for Eikon customers
Health Check Programs
Periodic full-system hardware review and tune-up.
Yes - has this feature
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.
Yes - has this feature
Self-service knowledge base provided (Refinitiv Knowledge Direct)
Power & Environmental Management
(5 Yes /5 Known /8 Possible features)
Energy-Efficient Design
Hardware engineered to minimize power consumption.
Yes - has this feature
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.
Yes - has this feature
Cooling and ventilation is standard for hardware sold/recommended for Eikon
Automatic Shutdown/Standby
Programmable sleep and restart features to save power.
Yes - has this feature
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.
Yes - has this feature
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.
Yes - has this feature
Cooling/temperature sensors managed by recommended workstation/server hardware
Cost & Procurement
(8 Yes /8 Known /9 Possible features)
Transparent Pricing
All hardware costs clearly stated upfront.
Yes - has this feature
Refinitiv provides full and transparent pricing to customers during the sales process
Bulk Purchase Discounts
Reduced pricing tiers for higher volume purchases.
Yes - has this feature
Bulk licensing options available for enterprise deployments
Leasing Options
Ability to lease instead of buy hardware.
Yes - has this feature
Hardware leasing programs available from hardware partners
Buyback/Upgrade Programs
Vendor accepts used equipment for credit or upgrade.
Yes - has this feature
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.
Yes - has this feature
Refinitiv offers cost of ownership estimation via account managers and sales
Vendor Relationship Management
Dashboard for tracking vendor contacts, issues, and service tickets.
Yes - has this feature
Vendor management system available for account holders
Asset Tracking Support
Integration with asset tracking and inventory systems.
Yes - has this feature
Asset/inventory tracking integration is available for enterprise deployments
Rapid Procurement Process
Efficient ordering and invoicing processes.
Yes - has this feature
Rapid procurement and deployment processes are part of Refinitiv/Eikon's onboarding
Data Visualization Tools for Data Management
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
Economic Research Platforms for Investment Strategy & Asset Allocation
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
Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation
Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
More like this ...
Sorry, no analysis is avaiable for Multi-Asset Strategy Platforms
Trading Turrets for Trading & Execution
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.
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Core Communication Capabilities
(0 Yes /0 Known /15 Possible features)
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
.
User Experience & Customization
(0 Yes /0 Known /11 Possible features)
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
.
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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
.
Reliability, Redundancy & Scalability
(0 Yes /0 Known /9 Possible features)
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
.
Compliance & Security
(0 Yes /0 Known /9 Possible features)
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
.
Performance & Speed
(0 Yes /0 Known /5 Possible features)
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
.
Physical Design & Ergonomics
(0 Yes /0 Known /7 Possible features)
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
.
Support & Maintenance
(0 Yes /0 Known /7 Possible features)
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
.
Analytics & Reporting
(0 Yes /0 Known /6 Possible features)
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
.
Deployment & Management
(0 Yes /0 Known /7 Possible features)
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
.
Environmental & Regulatory Certifications
(0 Yes /0 Known /5 Possible features)
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
.
Investor Relationship Management (IRM) Systems for Client Relationship Management
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.
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Low-Latency Network Infrastructure for Trading & Execution
High-speed, optimized network connections designed to minimize transmission delays between trading systems and market venues, which is critical for strategies where microseconds matter.
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Connectivity Options
(0 Yes /0 Known /10 Possible features)
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
.
Latency & Performance
(0 Yes /0 Known /10 Possible features)
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
.
Reliability & Resilience
(0 Yes /0 Known /10 Possible features)
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
.
Security
(0 Yes /0 Known /10 Possible features)
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
.
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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
.
Scalability
(0 Yes /0 Known /10 Possible features)
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
.
Visibility, Analytics & Monitoring
(0 Yes /0 Known /10 Possible features)
Real-time Network Analytics
Dashboards and reports for live network performance metrics.
No information available
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Latency Heatmaps
Graphical representations showing latency across venues/routes.
No information available
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Order Flow Analytics
Visualization of trading activity for performance analysis.
No information available
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Historical Data Access
Access to retained latency, throughput, and system log data.
No information available
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Custom Alerting
Configurable thresholds for automatic notifications of anomalies.
No information available
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API for Metrics Extraction
Ability to extract raw or processed data via API.
No information available
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End-to-End Tracing
Trace orders/messages across their complete lifecycle for troubleshooting.
No information available
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Audit Logging
Complete logging of system and user activity for compliance.
No information available
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Third-party Monitoring Integration
Ability to integrate with popular monitoring tools (Splunk, Prometheus, etc).
No information available
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Exportable Reports
Generate and export custom reports for management or regulatory review.
No information available
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Order Management & Handling
(0 Yes /0 Known /10 Possible features)
Low-latency Order Routing
Specialized mechanisms for routing orders in the shortest possible time.
No information available
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Order Acknowledgment Time
Time taken from order send to acknowledgment.
No information available
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In-flight Order Modification
Ability to modify or cancel orders before execution completes.
No information available
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Bulk Order Handling
Efficient support for block or program trading.
No information available
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Order Sequencing
Preserves strict order of message delivery to prevent race conditions.
No information available
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Order Persistence
Ensures orders are not lost due to network or system failure.
No information available
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Trade Drop Copy Support
Provides real-time drop copy of executions to back-office and risk systems.
No information available
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Order Throttling
Enforces configurable limits on order submission rates.
No information available
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Anomalous Activity Detection
Flagging of suspicious or erroneous order flow.
No information available
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Order Timeout/Expiry Handling
Automated expiry or cancellation of unfilled orders.
No information available
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Data Distribution & Market Data Handling
(0 Yes /0 Known /10 Possible features)
Low-latency Market Data Feed Handler
Specialized systems for ingesting and parsing raw exchange market data.
No information available
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Normalized Data Feeds
Ability to consume and output market data in standardized formats.
No information available
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Multicast/Broadcast Support
Efficient data delivery to multiple recipients simultaneously.
No information available
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Feed Gap Detection
Automatically detects missing or out-of-sequence data packets.
No information available
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Snapshot and Incremental Updates
Handles both full-depth market snapshots and ticks/updates.
No information available
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Dynamic Subscription Management
Allows real-time control over subscribed symbols/markets.
No information available
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Data Throttling
Configurable maximum data delivery rates to client apps.
No information available
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Feed Latency
Latency from market data generation to receipt by trading engine.
No information available
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Historical Data Replay
Ability to replay market data for backtesting or simulation.
No information available
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Market Data Recovery
Automated recovery in case of feed disconnection or corruption.
No information available
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Vendor Support & Service
(0 Yes /0 Known /10 Possible features)
24/7 Technical Support
Round-the-clock access to vendor technical assistance.
No information available
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Dedicated Account Manager
Assigned representative for personalized support and escalation.
No information available
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Onsite Support Availability
Option for physical presence of support staff during incidents or upgrades.
No information available
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Knowledge Base/Documentation
Comprehensive and regularly-updated online help resources.
No information available
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Customer Training Programs
Structured onboarding and ongoing user education.
No information available
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Custom Implementation Services
Vendor-led services for bespoke integration/deployment.
No information available
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Regular Product Updates
Scheduled releases of new features and bug fixes.
No information available
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Incident Escalation Procedure
Well-defined escalation paths for urgent issues.
No information available
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SLA Enforcement
Processes for tracking and enforcing service level agreements.
No information available
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Root Cause Analysis
Provision of root cause analysis on incidents upon request.
No information available
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Cost & Commercials
(0 Yes /0 Known /10 Possible features)
Transparent Pricing Model
Full clarity into cost structure for infrastructure and add-ons.
No information available
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Pay-as-you-go Option
Consumption-based billing, avoiding high upfront commitment.
No information available
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Tiered Subscription Plans
Different service levels/capacities at ascending price points.
No information available
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Volume Discounts
Reduced per-unit cost at higher usage or term commitments.
No information available
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No Lock-in Period
Ability to exit or downgrade contracts with minimal penalty.
No information available
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Free Evaluation/Trial
Option to test system performance before full commitment.
No information available
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Inclusive Support/Upgrades
Basic support, maintenance, and updates included in license cost.
No information available
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Clear SLA Penalty Clauses
Documented credits or penalties when SLA is not met.
No information available
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Cost Predictability
Absence of variable, unpredictable costs.
No information available
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Usage Analytics for Cost Optimization
Reporting tools to help optimize usage and minimize spend.
No information available
.
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