An integrated platform providing real-time and historical data, market analytics, trading tools, news, and communications capabilities. Offers comprehensive coverage of global markets across all asset classes with execution capabilities, portfolio analysis, and risk management tools.
Systems that support issuance, trading, and management of capital market instruments such as stocks, bonds, and derivatives.
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Multi-Asset Support Ability to handle equities, fixed income, derivatives, FX, and other instruments. |
Bloomberg Terminal is known for supporting equities, fixed income, FX, and derivatives as part of its multi-asset market data and execution capabilities. | |
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Order Routing Configurable order routing to global markets and venues. |
Bloomberg Terminal offers configurable order routing to global execution venues. | |
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High Throughput Number of orders processed per second. |
No information available | |
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Low Latency Execution Average time from order entry to execution. |
No information available | |
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Pre-Trade Risk Checks Real-time pre-trade compliance and risk checks. |
Bloomberg Terminal provides real-time pre-trade risk and compliance checks. | |
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Algorithmic Trading Support for execution algorithms (VWAP, TWAP, POV, etc). |
Supports common algorithmic trading strategies (VWAP, TWAP, POV, etc.) | |
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Direct Market Access (DMA) Direct connectivity to market venues without intermediaries. |
DMA is commonly available on Bloomberg Terminal for a wide range of venues. | |
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Smart Order Routing Automation to optimize execution across multiple venues. |
Smart Order Routing offered under Bloomberg EMSX and TOMS. | |
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Order Lifecycle Management Tracking and management of order status from initiation to settlement. |
Full order lifecycle management supported as part of OMS/EMS workflows. | |
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Trade Enrichment Augmenting trades with additional reference data or client attributes. |
Trade enrichment via integration with Bloomberg's reference and analytics data. | |
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FIX Protocol Support Seamless integration with counterparties and venues via the FIX protocol. |
Bloomberg Terminal is famous for FIX protocol connectivity to venues and brokers. | |
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Error Handling Robust mechanisms for error detection, reporting, and resolution. |
Robust error detection, reporting, and workflows are noted in official documentation. | |
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Block Trading Handling of large block orders and negotiation workflows. |
Block trading, RFQ, and related functions are all included. | |
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Order Staging Staging area for compliance and operational checks before release. |
Order staging workflows are supported for operational and compliance checks. |
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Real-Time Risk Calculation Horizontal and vertical risk metrics updated live. |
Real-time risk analysis is a component of Bloomberg’s integrated risk modules. | |
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Credit Limit Monitoring Automated monitoring and control over trading limits. |
Credit and exposure limit monitoring available for trading and clearing. | |
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Market Abuse Detection Surveillance for insider trading, spoofing, and other abuses. |
Market abuse and unusual activity surveillance is integrated (see Bloomberg Surveillance/Compliance tools). | |
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Regulatory Reporting Support for MiFID II, Dodd-Frank, EMIR, and other jurisdictional reporting. |
Regulatory reporting: MiFID II, Dodd-Frank, EMIR, etc. supported. | |
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Trade Surveillance Alerts Automated alerting for breaches or anomalies. |
Trade surveillance alerting is a default compliance module. | |
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Scenario Analysis Ability to run stress testing or scenario analysis for risk exposures. |
Stress and scenario analysis tools are available to risk managers. | |
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Pre-Trade Compliance Checks Prevent trades that would violate regulatory or client compliance rules. |
Pre-trade compliance restricts orders that breach limits or rules. | |
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Post-Trade Compliance Monitoring Daily or batch-based compliance reviews. |
Compliance reviews and exception handling workflows can be scheduled and run post-trade. | |
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Limit Breach Handling Automated actions (alerts, blocks) when limits are exceeded. |
Limit breaches trigger alerts, blocks, and workflow actions. | |
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Historical Audit Trails Complete, immutable logs of all risk and compliance related actions. |
Bloomberg keeps an immutable audit trail for compliance purposes. | |
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Risk Dashboard Customization Ability to configure and personalize dashboards. |
Risk dashboard customization available through Bloomberg terminal display management and risk modules. | |
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Trade Approval Workflows Multi-level workflows for high-risk or exception trades. |
Multi-level workflows for trade approval supported (e.g. via compliance modules). | |
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Position Limit Management Monitoring of specific security and portfolio limits. |
Portfolio and position limits monitored in real time. | |
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Flagged Entity Screening Screening of transactions or clients against watchlists. |
Bloomberg integrates with screening tools to monitor entities/clients against watchlists (e.g. OFAC, PEP, etc.). |
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Exchange Connectivity Direct or via service providers to multiple market venues globally. |
Direct or via providers, Bloomberg has global exchange connectivity. | |
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Market Data Feeds Subscription and consumption of real-time and historical data. |
Bloomberg Market Data Feed (B-PIPE) offers real-time and historical market data. | |
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Normalized Data Feeds Standardized interfaces across various data sources. |
Data normalization across venues/data sources is standard practice at Bloomberg. | |
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Latency Monitoring Measuring and optimizing data transfer speeds. |
Terminal includes analytics on latency monitoring and performance. | |
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Data Feed Redundancy Failover mechanisms for critical data sources. |
Bloomberg services are highly redundant, with data feed failover. | |
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Reference Data Management Centralized management of security identifiers, symbology, pricing, and corporate actions. |
Bloomberg has industry-standard reference data management tools (security master, symbologies, etc.). | |
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API Integration Comprehensive APIs for inbound and outbound data. |
Bloomberg supports wide API integration: BLPAPI, REST, etc. | |
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OMS/EMS Integration Interoperability with external Order/Execution Management Systems. |
Integration with other OMS/EMS and portfolio systems is a core function. | |
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Cross-Venue Aggregation Aggregated view of orders, quotes, and trades across venues. |
Aggregated order/trade views across venues are part of Terminal analytics. | |
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Connection Bandwidth Maximum data throughput supported. |
No information available | |
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Data Latency Time taken for market data to reach the client. |
No information available | |
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Multi-Timezone Support Ability to operate seamlessly in multiple regional time zones. |
Bloomberg operates worldwide and supports multi-timezone operations. | |
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Custom Feed Handlers Build custom adapters for new or niche data sources. |
Custom feed handlers and adapters are available through APIs and Bloomberg engineering services. | |
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Data Usage Monitoring Track data consumption for cost or regulatory reasons. |
Data usage can be monitored for compliance and billing purposes within Terminal ecosystem. |
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Trade Confirmation Electronic delivery and affirmation of trade details with counterparties. |
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Clearing Connectivity Integration with central counterparties and clearinghouses. |
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Automated Settlement Instruction Generation and delivery of SWIFT and other settlement messages. |
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Settlement Cycle Support Supports multiple settlement cycles (T+0, T+1, T+2, etc.). |
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Fail Trade Handling Processes for managing failed or unmatched trades. |
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Reconciliation Tools Automated trade and position reconciliation across systems. |
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Trade Matching Rates Percentage of trades automatically matched and settled. |
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Physical and Book Entry Settlement Support for both physical and electronic settlement types. |
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Corporate Actions Processing Automated handling of dividends, splits, etc. |
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Custodian Integration Straight-through processing with custodian banks. |
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Settlement Exception Management Exception tracking, workflow, and resolution tracking. |
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Regulatory Settlement Reporting Automated compliance with settlement reporting standards. |
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Settlement Volume Capacity Maximum number of trades settled per day. |
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Fee and Tax Calculation Automated calculation and reporting of settlement fees and taxes. |
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Real-Time Analytics On-the-fly analysis of trades, positions, and risk. |
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Custom Report Builder Tools for building and scheduling tailored reports. |
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Regulatory Reporting Templates Pre-built templates for regulatory compliance. |
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Client-Specific Reporting Support for customized client and investor reports. |
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Data Export Capabilities Export to formats like CSV, XML, JSON, or direct API feed. |
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Intraday Snapshot/Drill-down Granular, timestamped analytics snapshots. |
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Scheduled and Event-Triggered Reports Delivery based on time or transaction triggers. |
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KPI Dashboard Real-time tracking of key performance indicators. |
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Reporting Throughput Number of reports generated per hour. |
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Interactive Data Visualization Graphs, charts, and interactive visuals for exploring data. |
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Historical Data Access Access to trade, position, and P&L history. |
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Role-Based Report Access Different access privileges per user type. |
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Automated Error/Exception Reporting Flag and document unusual data conditions. |
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Flexible Report Distribution Email, SFTP, API, or secure portal delivery options. |
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Horizontal Scalability Able to add additional servers/nodes for increased workload. |
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Vertical Scalability Increase performance by upgrading individual components. |
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Concurrent User Capacity Number of users supported simultaneously. |
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Failover Capabilities Seamless system switchover during component failure. |
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Disaster Recovery Time Estimated time to recover services after disaster. |
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Peak Transaction Throughput Capacity to handle surges in trade/event volume. |
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Cloud Deployment Readiness Native or hybrid support for cloud infrastructure. |
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Auto-Scaling Automatic allocation of resources during high load. |
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Load Balancing Distribution of workload across multiple servers. |
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Zero Downtime Upgrades Apply updates without interrupting service. |
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Multi-Instance Support Run multiple concurrent instances for multi-tenant needs. |
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Geo-Redundant Architecture Replication in multiple data centers for resilience. |
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Elastic Storage Capacity Expandable storage for growing trade data. |
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Performance Monitoring Dashboard Real-time resource and throughput monitoring tools. |
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Multi-Factor Authentication Requires more than one method for login authentication. |
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End-to-End Encryption Trade data encrypted in transit and at rest. |
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Role-Based Access Control Strict user access based on permissions and roles. |
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Audit Logging Comprehensive logs of user and system actions. |
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Single Sign-On (SSO) Integrates with corporate identity services for secure login. |
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Data Loss Prevention Protects against unauthorized data transfer or leakage. |
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Intrusion Detection Monitoring and alerts for potential system breaches. |
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User Session Timeouts Automatic logoff after inactivity. |
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IP Whitelisting Restrict access to approved network addresses. |
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Regular Security Patching Routine application of security updates. |
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Data Masking/Redaction Sensitive information hidden from unauthorized users. |
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Penetration Testing Support Facilitates vulnerability testing and remediation. |
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User Password Policy Enforcement Enforces complexity and rotation requirements. |
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Secure File Transfer All file exchanges via encrypted protocols. |
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Customizable Dashboards Personalize screens for workflows, products, or user roles. |
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Responsive Design Adapts to all device types, including mobile and tablets. |
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Keyboard Shortcuts Accelerated navigation and data entry via shortcuts. |
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Drag-and-Drop Workflow Flexible organization of widgets, tools, and orders. |
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Multiple Language Support UI available in multiple international languages. |
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Real-Time Notifications Instant alerts and messages for trade or risk events. |
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Accessibility Compliance Meets WCAG/ADA accessibility standards. |
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Theme and Branding Adjust color schemes and logos for clients/branches. |
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API Access for Custom UI Support for building custom user interfaces using APIs. |
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Integrated Help/Tooltips In-product tips and help contextually integrated. |
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Bulk Upload/Download Tools Simultaneously upload or download multiple records. |
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UI Response Time Average user interface response latency. |
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Custom Alerts and Filtering Personalized alert and workflow filter settings. |
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Multiscreen/Window Support Arrange and move application windows/floors across screens. |
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Open API Framework RESTful, SOAP, or FIX APIs for all platform capabilities. |
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Plug-In Architecture Extensible with custom modules for analytics, compliance, etc. |
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Batch File Import/Export Bulk data transfer capabilities to/from other systems. |
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ERP/Back-Office Integration Connectivity to ERP, accounting, and finance software. |
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Data Transformation Tools Utilities to cleanse or reformat inbound/outbound data. |
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Event-Driven Messaging Trigger workflows or alerts based on business events. |
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External Data Vendor Integration Pre-built adapters for Bloomberg, Refinitiv, etc. |
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Workflow Automation Engines Custom rule or script-based workflow definition. |
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Reporting System Integration Push data to external or regulatory reporting engines. |
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Testing Sandbox Environments Provision simulated test systems for development. |
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Data Synchronization Frequency Time between system sync cycles. |
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Event Log Exporting Ability to export logs in standard formats for analytics. |
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Authentication Federation Single, unified identity across integrated systems. |
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Microservices Support Ability to leverage or expose platform microservices. |
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Automated KYC Checks Integration with KYC databases and workflows. |
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Account Opening Automation Electronic account forms and workflow automation. |
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Document Management Secure upload, storage, and retrieval of client documents. |
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Customer 360 View Consolidated view of client products, history, and interactions. |
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Lifecycle Alerts Notifies relationship managers about reviews, renewals, or milestones. |
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Relationship Tree Mapping Visualization of client, sub-account, and affiliate relationships. |
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Consent and Regulatory Flag Tracking Store and track required client consents. |
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Onboarding Time Metrics Average time to complete onboarding per client. |
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Client Portal Access Self-service web portal for onboarding, documentation, and status. |
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Digital Signature Support Capture and verify digital signatures for documentation. |
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Bulk Client Upload Upload multiple client profiles via template or API. |
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AML Screening Integration Link to Anti-Money Laundering screening tools. |
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Data Anonymization Tools Options to mask or anonymize client data in non-production. |
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Integrated Financial Profiling Risk and suitability profiling embedded in onboarding. |
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Deployment Models Support on-premise, cloud-hosted, or hybrid installations. |
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Continuous Integration/DevOps Tooling Support for CI/CD pipelines in development. |
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Automated Upgrades and Rollbacks Easy upgrade/rollback with minimal user disruption. |
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24x7 Monitoring and Alerts Comprehensive operations dashboard with alerting. |
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Self-Healing Processes Automated detection and recovery from common failures. |
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Service Uptime SLA Guaranteed minimum uptime. |
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Automated Backups Scheduled backup of all configuration and data. |
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Rollback/Test Environments Provision of environments for patch or rollback testing. |
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Configuration Management Central, secure management of system configurations. |
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Automated Log Rotation/Retention Manage and purge logs based on policies. |
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Dynamic Scaling Real-time scaling in response to operational load. |
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User Support Portal Issue tracking, ticket portal, and knowledgebase. |
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Automated Patching Automatic rollout of patches/updates. |
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Performance Benchmarking Tools Internal tools to benchmark and report platform performance. |
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Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Bloomberg Terminal is renowned for global data coverage – includes international equities, fixed income, FX, commodities, and derivatives. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Bloomberg Terminal integrates alternative data such as social sentiment, ship tracking, satellite, and credit card data. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Corporate financial statement coverage is core to Bloomberg’s offering. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Macroeconomic indicators and releases from all major countries are included. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Earnings estimates and consensus data available for public companies. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Real-time streaming data for prices and news is a flagship feature. | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Full event calendars (earnings, dividends, economic events) are integrated for user tracking. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
News aggregation from hundreds of sources and newswires, with filtering and search. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Access to Moody’s, S&P, and Fitch credit ratings directly from the Terminal. |
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Numerous pre-built models for financial analysis and modeling are available. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk analysis (VaR, stress testing, scenario/sensitivity analysis) is supported with dedicated Terminal functions. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Deep screening/filtering of securities by hundreds of fields (e.g., EQS, SRCH functions) is native to Terminal. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting engine for investment strategies is a typical Terminal use-case. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Comprehensive portfolio analytics: construction, attribution, benchmarking is supported by PORT/PORTFOLIO & RISK modules. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Highly advanced customizable charting/visualization with real-time updates (Chart, G charts). | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer comparison is facilitated through Terminal analytical functions. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Users can build custom metrics and formulas within screening and charting modules. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
Bloomberg offers API access to analytics (Excel/COM APIs) for integration with internal tools. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Various forecasting models for time series and regression are natively supported and documented. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
Deal analytics (M&A, ECM, DCM) is supported via |
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Shared workspace and collaboration (MSG, IB chat, teams, research sharing) is a key feature. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Document management, versioning, and tagging are integrated within research/analysis modules. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task tracking, assignment, and workflow tools exist for research teams using Terminal. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Integrated chat, comments, and sticky notes on functions/artifacts are available (e.g., IB chat). | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
Research/notes can be submitted for approval/publishing using workflow tools (e.g., for compliance review). | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Research publication and branded report distribution features are present. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Integrated with calendars for earnings, research deadlines, and event scheduling. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Version control on research documents and models is supported. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Advanced content searchability across all assets, notes, and documents. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders for deadlines, expiries, and market events are available. |
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
Robust API connectivity (Bloomberg API, BLAPI/OAPI/Excel API, REST endpoints available). | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Third-party data integration is supported, particularly with Bloomberg partners and select feeds, and via data blending capabilities. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO is supported on the Terminal for enterprise/corporate clients. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Users can export data/reports to Excel, CSV, PDF, and other formats easily. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
Integration with Salesforce and other CRMs through Bloomberg App Portal and APIs. | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
SDKs, custom development, and webhooks are supported via Bloomberg Enterprise products. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
Bloomberg provides ETL/data pipeline support for enterprise integrations. | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Integration connectors exist for leading BI/visualization tools, such as Power BI and Tableau, via Bloomberg Data License and Enterprise Access. |
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Intuitive Navigation Clean user interface with logical navigation structure. |
Bloomberg Terminal is recognized for its intuitive, highly consistent navigation despite feature depth. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Custom dashboard creation is possible with BLOOMBERG LAUNCHPAD and personalized views. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Custom theming and visual preferences can be set, including basic branding and firm banners. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
Bloomberg states WCAG accessibility compliance and offers accessible versions by request. | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Supports mobile and tablet access via Bloomberg Anywhere apps. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Alerts, notifications, report preferences, and reminders are fully customizable per user. | |
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Multi-Language Support Availability of platform in multiple languages. |
Bloomberg Terminal is available in multiple major languages. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are a major productivity feature in the user experience. |
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
System load balancing and enterprise failover features are offered for Terminal deployments. | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Bloomberg supports horizontal scaling via its enterprise solutions and cloud deployment options. |
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
All transmissions are encrypted; TLS/SSL and similar standards are enforced. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
Data at rest is encrypted to industry standards as per Bloomberg security documentation. | |
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Role-Based Access Control Granular user and permission management. |
Fine-grained, role-based permissioning for users and admins is standard. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Comprehensive audit logging of all user/system actions. | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Bloomberg Terminal is GDPR, SOC2, ISO 27001, and other standards compliant. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication is supported for user logins. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy controls and data retention policies are configurable for clients. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure deletion and auditing of data is supported as per Bloomberg compliance standards. |
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24/7 Support Access to live support around the clock. |
Bloomberg offers 24/7 phone and online support worldwide. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers are standard for all enterprise Terminal clients. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-platform tutorials, guides, and learning resources are prevalent. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Comprehensive online and in-terminal knowledge base is available. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Bloomberg provides on-demand and scheduled custom training for users. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Not as far as we are aware.* Pricing is not fully transparent or publicly disclosed; requires contacting Bloomberg for a quote. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Not as far as we are aware.* Terminal is primarily priced as an all-in-one license with limited modularity. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Not as far as we are aware.* Per-user pricing is the norm; pure usage-based pricing (e.g. by data volume or API calls) is not standard. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Not as far as we are aware.* Volume discounts are rarely discussed publicly and depend on negotiation. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free demo/trial may be available by arrangement with Bloomberg sales team. |
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP functions are core in search, news scanning, and extracting insights from unstructured data. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
AI-driven smart alerts/recommendations exist (Bloomberg Intelligent Alerts). | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
News, filings, and events are tagged automatically using AI/ML. | |
|
Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Bloomberg offers sentiment scoring and news/social sentiment analytics. | |
|
Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics and AI/ML-based scenario tools are available in Terminal. | |
|
Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Platform offers personalized recommendations for news, analytics, and securities based on user interests. |
|
Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable reports and scheduled reporting is available. | |
|
Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory report templates (e.g. MiFID II, SFTR) are available. | |
|
Usage Analytics Detailed tracking and reporting of platform usage. |
Platform provides usage analytics for admins and users. | |
|
Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Immutable audit trails are kept for all user actions as part of compliance. | |
|
Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Direct integration with BI tools like Tableau and Power BI is possible via Data License. |
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 Market Data Terminals
More Investment Research & Analysis ...
|
Real-Time Data Access to streaming, real-time financial market data. |
Bloomberg Terminal provides streaming real-time financial market data, as advertised by Bloomberg and confirmed by users. | |
|
Historical Data Depth Length of time for which historical market data is available. |
No information available | |
|
Global Markets Coverage Number of countries/regions for which market data is offered. |
No information available | |
|
Asset Class Breadth Number of asset classes supported (e.g., equities, fixed income, FX, commodities, derivatives). |
No information available | |
|
Market Depth (Level II/Order Book Data) Availability of order book and depth of market information. |
Level II and order book data are available on Bloomberg for many markets (functionality such as MD |
|
|
Corporate Actions Data Access to data on splits, dividends, mergers, and other corporate actions. |
Provides comprehensive corporate actions data including dividends, splits, and mergers. | |
|
Fundamental Data Availability of company fundamentals such as financial statements, ratios, and estimates. |
Company fundamentals including financial statements and analyst estimates are a key part of the platform. | |
|
Alternative Data Inclusion of non-traditional datasets (e.g., satellite imagery, web scraping, sentiment scores). |
Alternative data, including satellite and sentiment, is available within the Terminal via specific functions. | |
|
Timeliness of Data Updates Average delay in delivery of updated financial data. |
No information available | |
|
Economic Indicators Availability of macroeconomic data, forecasts, and releases. |
Macroeconomic data and release forecasts are available under ECST |
|
|
Earnings Calendar Comprehensive calendar for tracking upcoming earnings announcements. |
Comprehensive earnings calendars are available via the Terminal. | |
|
ETF & Fund Data Detailed holdings, flows, and analytics for funds and ETFs. |
ETF and fund data including flows, holdings, analytics is provided. | |
|
Index Constituent Data Constituent makeup and real-time performance of major indices. |
Index constituent data and real-time index data are available (INDX |
|
|
Broker and Trade Feeds Integration with trade/quote feeds from major brokers and exchanges. |
Integration with trade feeds from brokers and exchanges is possible using Bloomberg EMSX and FIX connections. |
|
Real-Time News Feed Delivery of news headlines and stories in real time. |
Real-time news feed provided (TOP |
|
|
Research Library Availability of a searchable database of research reports from analysts and institutions. |
Searchable research library with analyst and institutional reports available. | |
|
Proprietary Analytics Availability of in-house analytics and expert insights. |
Bloomberg offers proprietary analytics such as relative value screens, risk, and technical models. | |
|
Third-Party Research Aggregation Integration of third-party research content within the platform. |
Aggregates third-party research from most major providers. | |
|
Customizable News Alerts User-defined alerts for breaking news on tickers, markets, or keywords. |
Customizable news alerts via ALERT |
|
|
Multilingual News News coverage and translation available in multiple languages. |
News available in multiple languages; machine translation is built-in for many stories. | |
|
Sector/Industry Analysis Curated sector and industry analysis for deeper insights. |
Curated sector and industry research provided by Bloomberg analysts. | |
|
Event Calendar Calendar functionality for important market events, such as economic releases and IPOs. |
Event calendars are available for economic and market events (ECO |
|
|
Sentiment Analysis Sentiment scores derived from news and social media. |
Sentiment analysis available via specialized functions (e.g., BSENT |
|
|
Analyst Ratings & Estimates Consensus analyst ratings and earnings estimates on listed companies. |
Analyst ratings and consensus estimates are available for listed companies. | |
|
News Clipping/Archiving Ability to bookmark and organize news stories. |
News stories can be bookmarked and archived via user folders. | |
|
Document Search & Filtering Advanced search and filtering for news and research documents. |
Advanced search and filtering for news and research extensive via NI |
|
|
Regulatory Filings Access Direct access to regulatory filings (e.g., SEC, SEDAR, etc.). |
Direct access to regulatory filings such as SEC, SEDAR etc. built into Terminal. |
|
Advanced Charting Interactive, multi-format charting with technical indicators. |
Highly interactive, multi-format, and technical charting tools available (GP |
|
|
Custom Indicator Creation Ability to create and save personalized technical indicators. |
Users can create and save custom technical indicators and formulas. | |
|
Backtesting Tools Simulate strategies based on historical data. |
Backtesting available through PORT |
|
|
Risk/Return Analytics Calculation of risk and return metrics (Sharpe ratio, beta, etc.). |
Risk and return analytic tools and models are core features throughout the Terminal. | |
|
Screening and Filtering Stock, bond, and fund screeners with advanced criteria. |
Stock, bond, and fund screeners with custom criteria available (EQS |
|
|
Portfolio Analytics Performance attribution, scenario analysis, exposure breakdown. |
Portfolio analytics for performance and scenario analysis available in PORT |
|
|
Scenario Simulation Stress testing under user-defined or historical scenarios. |
Scenario simulation/stress-testing is available through PORT |
|
|
Comparative Analysis Side-by-side comparison of securities, sectors, or countries. |
Terminal allows side-by-side comparison of securities, sectors, and countries. | |
|
Market Heatmaps Visual heatmaps of market movers by chosen criteria. |
Visual market heatmaps for equities and other assets available (MAP |
|
|
Real-Time Chart Refresh Rate The frequency with which charts are updated. |
No information available | |
|
Downloadable Chart/Image Exports Ability to export and share charts in various formats. |
Charts and visuals can be exported to multiple file formats. | |
|
Historical Correlation Analysis Correlation and regression tools for instruments and indices. |
Historical correlation/regression tools available (CRP |
|
Customizable Workspace Layouts Ability to save and switch between user-defined workspace configurations. |
Customizable workspace layouts and access to saved configurations (DES |
|
|
Multi-Monitor Support Native support for multiple screens/setups. |
Multi-monitor setups and detached windows are natively supported. | |
|
Keyboard Shortcuts Broad menu of shortcuts for rapid navigation and workflow. |
Comprehensive support for keyboard shortcuts in navigation and workflow. | |
|
Theme/Color Customization Support for dark mode and color schemes. |
Theme and color customization, including dark mode, are available in later Terminal versions. | |
|
Language Options Number of supported interface languages. |
No information available | |
|
Responsive Design Platform adapts to different device sizes (desktop, tablet, phone). |
Responsive design with web and mobile Terminal; adapts to device size. | |
|
User Onboarding/Tutorials Integrated product training and guided walkthroughs. |
Integrated onboarding and guided tutorials available for new users. | |
|
Accessibility Support Features supporting visually/hearing-impaired users (e.g., screen reader compatibility). |
Accessibility features including screen reader and high-contrast UI supported. | |
|
Workflow Automation Tools Scripting, macros, or automation of repetitive actions. |
Bloomberg's LaunchPad and Excel add-ins allow workflow automation. | |
|
User Profile Personalization Save personal settings, favorites, and workspace in a user profile. |
User profile settings, layouts and favorites persist and sync across sessions. | |
|
Fast Start-up Time Time required for the platform to fully launch from cold start. |
No information available |
|
API Access Availability of REST, WebSocket, and other APIs for programmatic access. |
APIs (Bloomberg API, Web API, Excel API) available for programmatic access. | |
|
Excel Integration Native add-ins or plugins to link data and analytics into Excel. |
Native Excel Integration via Bloomberg Excel Add-In. | |
|
Export to Common Formats Support for exporting data to CSV, XLSX, PDF, and other formats. |
Support for export to CSV, XLS/XLSX, PDF, and other formats. | |
|
Third-Party Application Add-ons Marketplace or support for third-party analytics tools and plugins. |
Extensive marketplace and compatibility with third-party add-ons. | |
|
OMS/EMS Platform Connectivity Integration with order/execution management systems. |
Order/execution management integration available through Bloomberg EMSX and third-party OMS/EMS systems. | |
|
Collaboration Tools Integration Seamless transfer/sharing of data into Slack, Teams, email, etc. |
Collaboration tools integration with email, chat, Bloomberg IB, Slack and Teams. | |
|
Single Sign-On Support Centralized login using enterprise credentials. |
Single Sign-On with enterprise authentication is available for institutional clients. | |
|
Custom Data Feeds User-uploaded data or custom feed support. |
Custom data feeds and user-uploaded datasets can be integrated using Bloomberg Data License and API. | |
|
Mobile App Availability Companion mobile app for remote access. |
Bloomberg Anywhere mobile app provides access to the Terminal remotely. |
|
Shared Workspace/Watchlist Ability to create, share, and co-edit watchlists among teams. |
Watchlists can be created and securely shared among teams. | |
|
Annotation Tools Add notes, highlights, and comments directly to charts and documents. |
Annotation tools like notes and highlights available on charts and documents. | |
|
Internal Messaging/Chat Real-time messaging and discussion within the terminal. |
Internal messaging via Bloomberg IB built into Terminal. | |
|
Document Sharing Send and share research documents with colleagues. |
Documents and notes can be shared with other users. | |
|
Version Control Track edits and maintain versions of shared research outputs. |
Version control is available in shared research/notes tools. | |
|
Audio/Video Call Integration Start audio or video meetings directly from the platform. |
Audio and video calling integrated through Bloomberg IB chat and third-party tools. | |
|
Collaborative Editing Multiple users can edit analysis or notes simultaneously. |
Collaborative editing enabled for shared research, notes, and documents among users. | |
|
Permission/Access Controls Manage user roles and access levels for shared content. |
Permission and access controls are configurable at the user and group level. |
|
End-to-End Encryption Data encrypted during transfer and storage. |
End-to-end encryption is part of Bloomberg's data security approach. | |
|
Multi-Factor Authentication Requirements for two-factor/multi-factor authentication of users. |
Multi-factor authentication mandatory for access (hardware or software token). | |
|
Role-Based Access Control Configurable access permissions based on user roles. |
Role-based access control available for admin users. | |
|
Audit Trail Comprehensive logs of all user and system actions. |
Comprehensive audit logs generated for user and system actions. | |
|
Regulatory Compliance Certifications Platform certified for SOC2, ISO 27001, GDPR, and others. |
Bloomberg maintains ISO 27001, SOC2 and GDPR certifications. | |
|
Data Residency Options Choice of region for data storage, to meet local regulations. |
Clients can choose regional data residency for compliance requirements. | |
|
Data Retention Policy Control Configurable retention of historical user data and logs. |
Data retention policies can be configured for enterprise clients. | |
|
Secure Document Storage Encrypted, access-controlled storage for sensitive documents and research. |
Document storage is encrypted and access controlled. |
|
24/7 Technical Support Round-the-clock access to troubleshooting and assistance. |
24/7 global technical support for all terminal users. | |
|
Dedicated Account Managers Assigned points of contact for personalized support. |
Each account is assigned a dedicated relationship/account manager. | |
|
In-Platform Help/Live Chat Live chat with support staff directly within the terminal. |
Live chat with support staff inside the Terminal (HELP |
|
|
Multilingual Support Support offered in all major languages. |
Support is offered in all major world languages. | |
|
Self-Help Knowledge Base Comprehensive documentation, FAQs, and video training. |
Comprehensive online documentation and training videos provided. | |
|
Proactive Service Notifications Automated alerts for scheduled maintenance, downtime, or new features. |
Proactive alerts about outages, new features, and product improvements. | |
|
User Community/Forum Accessible user community for peer support and best practices. |
Vibrant Terminal community forums and user groups exist for peer support. | |
|
Average Support Response Time Typical time to first response for customer inquiries. |
No information available |
|
System Uptime SLA Guaranteed platform availability (service level agreement). |
No information available | |
|
Average Data Feed Latency Typical time lag from event to data availability. |
No information available | |
|
Maximum Concurrent Users Supported Number of users that can simultaneously use the platform with no degradation. |
No information available | |
|
Disaster Recovery/Failover Systems Resilience and redundancy in case of system failure. |
Bloomberg utilizes disaster recovery and multiple failover systems. | |
|
Scalability Ability to scale system resources dynamically in response to demand. |
System resources are dynamically scalable to meet demand spikes. | |
|
Offline/Data Snapshot Mode Capability to function and access core data/tools with intermittent connectivity. |
Terminal can operate in a data snapshot/offline mode with partial capabilities. | |
|
Speed of Data Query/Download Average time to fill a user data request. |
No information available |
|
Transparent Pricing Structure Clearly communicated product fees and components. |
Pricing structure and modules are clearly documented for users and buyers. | |
|
Flexible Subscription Options Support for monthly, annual, and enterprise agreements. |
Offers monthly, annual, and enterprise-wide subscription agreements. | |
|
Per-User Licensing Charges based on number of named or concurrent users. |
All Bloomberg licensing is designated per user (seat-based licensing). | |
|
Trial/Evaluation Period Ability to use the product in full or partially before purchase. |
Free trial/evaluation accounts are available for enterprise clients and demos on request. | |
|
Pay-As-You-Go Pricing Usage-based pricing models available. |
Pay-as-you-go pricing available for API/data services and certain terminals. | |
|
Add-On Feature Pricing Option to pay only for add-ons or specific modules required. |
Bloomberg offers pricing for specific add-ons and modules beyond base license. | |
|
Contractual Flexibility Ease of changing or terminating user contracts. |
Contracts support flexible terms, upgrades, and early terminations (with some conditions). | |
|
Discounts for Volume/Commitment Price decreases for higher usage or longer-term commitments. |
Discounts applied for large volume commitments and long-term contracts. |
|
Structured Onboarding Process Guided start for new clients to learn key features and workflows. |
Structured onboarding process led by dedicated relationship managers and training staff. | |
|
Live Training Sessions Access to regularly scheduled live product training (virtual or in-person). |
Frequent live webinars, classroom, and on-site training sessions offered. | |
|
Custom Training Programs Tailored training based on user role or organization need. |
Custom training sessions for teams/organizations is a standard Bloomberg support feature. | |
|
In-Product Walkthroughs Interactive feature tours for instant familiarization. |
Integrated in-product tutorials and feature tours for new and existing features. | |
|
Video Tutorials Library Extensive, on-demand video training for all key features. |
Extensive video tutorial/learning library available online and on Terminal. | |
|
Certifications Official certification programs to verify user skills. |
Bloomberg offers certifications for power users (e.g., Bloomberg Market Concepts and other exams). | |
|
Learning Path/Progress Tracking Monitor trainees’ completion and proficiency. |
Learning path and completion tracking available to organizational clients via Bloomberg for Education. |
High-performance computing systems and data storage solutions to support intensive data analysis, backtesting, and modeling activities required for sophisticated investment research.
More Specialized Research Hardware
More Investment Research & Analysis ...
|
Processor Core Count Number of CPU cores available for computation. |
No information available | |
|
CPU Frequency Clock speed of central processing unit. |
No information available | |
|
GPU Support Availability of graphical processing units for parallel computing. |
Not as far as we are aware.* Bloomberg Terminal is a software solution running on standard desktops/workstations. It does not provide GPU/parallel computing as a native function. | |
|
Number of GPUs Total GPU units available for workload. |
No information available | |
|
AI/ML Accelerator Integration Hardware support for machine learning accelerators (e.g., TPUs, FPGAs). |
No information available | |
|
Floating Point Operations per Second (FLOPS) Hardware's capacity for high-speed mathematical calculations. |
No information available | |
|
RAM Capacity Total system memory available. |
No information available | |
|
RAM Speed Frequency at which memory operates. |
No information available | |
|
Simultaneous Multithreading Ability to handle parallel threads per core. |
No information available | |
|
Thermal Design Power (TDP) Maximum heat output to consider for cooling systems. |
No information available | |
|
Customizable Hardware Profiles Support for user-configurable hardware allocations. |
No information available | |
|
Fault Tolerance Mechanisms Hardware-level reliability to minimize interruptions. |
Bloomberg Terminal offers high software and service uptime, multi-region server redundancy, and is known for operational robustness. | |
|
Upgradability Ease with which hardware components can be upgraded. |
No information available |
|
Total Storage Capacity Maximum capacity for data storage. |
No information available | |
|
Storage Type Supported types such as HDD, SSD, NVMe. |
No information available | |
|
Read/Write Speed Speed at which data can be accessed or stored. |
No information available | |
|
RAID Support Ability to configure disk arrays for redundancy/performance. |
No information available | |
|
Hot Swappable Drives Ability to replace drives without shutting down. |
No information available | |
|
Data Encryption at Rest Built-in encryption capabilities for stored data. |
Bloomberg encrypts client data at rest, as per standard financial industry requirements and public compliance documentation. | |
|
Automated Backup Scheduling Set up automatic, regular data backups. |
No information available | |
|
Snapshot Capability Ability to capture point-in-time data images. |
No information available | |
|
Deduplication Reduces storage use by eliminating duplicate data. |
No information available | |
|
Compression Reduces data size for efficient storage. |
No information available | |
|
High Availability Cluster Storage Ensures continuous data access via failover mechanisms. |
Bloomberg operates in a high availability cloud/server architecture, supporting continuous access for terminals globally. | |
|
Object Storage Compatibility Support for object-oriented storage system integration. |
No information available | |
|
Data Tiering Move old/less-used data to lower-cost storage automatically. |
No information available |
|
High-Speed Network Interfaces Supports fast Ethernet connectivity (10GbE/40GbE/etc). |
Bloomberg Terminal requires and supports high-speed networking, as financial professionals often require low-latency interactive use and large data sets. | |
|
Multiple Network Interfaces Ability to install several NICs for redundancy & bandwidth. |
No information available | |
|
Cloud Integration Ability to connect and sync with public/hybrid cloud. |
Bloomberg Terminal supports integration and synchronization with the Bloomberg Cloud, and can access Bloomberg services from remote locations. | |
|
API Compatibility Supports ingestion via open APIs (REST, FIX, etc). |
APIs are a core part of the Bloomberg ecosystem, e.g., Bloomberg API (BLPAPI) and Excel add-ins, to ingest data programmatically. | |
|
Direct Market Access (DMA) Feed Support Ability to receive high-frequency, real-time market data. |
Bloomberg provides real-time and direct market feeds to financial institutions and traders for high-frequency trading and research. | |
|
Batch Data Import/Export Support for large volume data moves (csv, parquet, etc). |
Bloomberg Terminal allows batch downloads and data export in various formats (CSV, Excel, etc). | |
|
Streaming Data Support Capability to ingest and process live data feeds. |
Handles live price streams and market data, essential for real-time analytics and trading. | |
|
Data Source Authentication Built-in mechanisms for secure access to data feeds. |
Bloomberg requires secure authentication and has SSO, hardware tokens, and multi-level access control for data feeds. | |
|
Data Format Flexibility Handles multiple data formats (JSON, XML, CSV, etc). |
Supports many data formats (Excel, PDF, CSV, etc) and flexible import/export via APIs and add-ins. | |
|
Latency Time delay between data generation and ingestion. |
No information available | |
|
Concurrent Connection Support Number of simultaneous data sources supported. |
No information available | |
|
Automatic Data Source Failover Switches to backup sources upon failure. |
Bloomberg’s global architecture provides data-feed redundancy and failover mechanisms. |
|
Backtesting Engine Integration Ability to interface with or contain backtesting platforms. |
No information available | |
|
Simultaneous Model Execution Number of research models that can run in parallel. |
No information available | |
|
Supported Analytics Libraries Pre-installed scientific/financial libraries (e.g., NumPy, Pandas). |
Bloomberg Terminal supports analytics libraries and APIs for data science and custom analytics. | |
|
Monte Carlo Simulation Capability Efficient support for running Monte Carlo analyses. |
Monte Carlo simulation tools are included in Bloomberg's analytics suite (portfolio and risk modules). | |
|
Machine Learning Framework Compatibility Can run PyTorch, TensorFlow, or specialized frameworks. |
No information available | |
|
Custom Scripting Support Enables use of custom code/scripts (Python, R, etc). |
The platform supports Python via Bloomberg Query Language, Excel, and other scripting interfaces. | |
|
Model Training Throughput How fast the platform can process training cycles. |
No information available | |
|
Real-Time Analytics Capability Can perform live analytics with minimal lag. |
Real-time analytics and visualization are fundamental functions of Bloomberg Terminal. | |
|
Pre/Post Trade Analysis Modules Build-in tools for transaction analytics. |
Bloomberg includes pre- and post-trade analytics and transaction cost analysis modules. | |
|
Scenario/Stress Testing Tools Allows exhaustive scenario analyses for risk testing. |
Scenarios and stress testing are provided for portfolio and risk management components. | |
|
Transfer Learning Support Can leverage pre-trained models for faster research. |
No information available | |
|
Batch Processing Capability Ability to run large jobs in batch mode. |
No information available |
|
End-to-End Encryption All data flows are encrypted in transit and at rest. |
Data is protected end-to-end via industry-standard encryption (at rest and in transit). | |
|
Role-Based Access Control (RBAC) Grant permissions at very granular user and group levels. |
Terminal admins can define role-based data and function access at a granular level. | |
|
Multi-Factor Authentication Additional authentication layers for system access. |
Supports multi-factor authentication including hardware tokens and SSO. | |
|
Audit Logging Every action is logged for review and compliance. |
Comprehensive audit logs are maintained for security and compliance in regulated financial environments. | |
|
Intrusion Detection/Prevention Monitors and blocks malicious activity automatically. |
No information available | |
|
Data Leak Prevention Mechanisms to block unauthorized data transfers. |
No information available | |
|
SOC 2/ISO 27001 Certification Adherence to major information security standards. |
Bloomberg Terminal is SOC 2 certified and aligns with major security certifications commonly required by financial institutions. | |
|
Customizable Security Policies Organizations can tailor security requirements. |
Organizations can define security and compliance policies for their terminal usage. | |
|
Regulatory Compliance Alerting Notification of compliance breaches. |
Provides notification for compliance and policy violations as per financial regulation needs. | |
|
Data Wiping & Secure Deletion Ensures deleted data is non-recoverable. |
No information available | |
|
Disaster Recovery Planning Systems, processes, and testing for rapid restoration. |
Disaster recovery is a key element of Bloomberg's operational documentation for its data centers and services. | |
|
Immutable Audit Trail Cannot alter historical audit records. |
No information available |
|
Horizontal Scaling Support Add more servers/nodes as research requirements grow. |
Bloomberg Terminal supports scalable hardware/service deployments as needed for enterprise clients. | |
|
Vertical Scaling Support Increase performance by upgrading resources in a node. |
Performance upgrades possible through improved infrastructure, reflecting vertical scaling support. | |
|
On-Premises/Cloud Hybrid Support Can operate across premises and cloud seamlessly. |
Supports hybrid deployments via Bloomberg Cloud and on-premise terminal installations. | |
|
Resource Pooling Enables flexible allocation across research projects. |
No information available | |
|
Automated Load Balancing Distributes computational workloads efficiently. |
No information available | |
|
Elastic Resource Scaling Automatically scales up/down as needed. |
Resources can be scaled elastically at the enterprise level; Bloomberg can dynamically add user capacity. | |
|
Multi-Tenancy Support Multiple groups or teams can use the hardware securely. |
No information available | |
|
API-Based Orchestration Programmatic management of compute and storage. |
No information available | |
|
Containerization Compatibility Supports Docker, Kubernetes, etc. for deployment. |
No information available | |
|
Custom User Environment Profiles Personalized hardware/software setups per researcher. |
No information available | |
|
Minimum Node Size Required Smallest possible hardware increment for expansion. |
No information available |
|
Web-Based Management Console Graphical interface for hardware and job control. |
The Terminal is managed via a robust graphical console for settings and functions. | |
|
Command-Line Tools Powerful scripting and automation capabilities. |
Command-line and scripting support is available for automation and data extraction (Bloomberg API/Excel Add-in/Scripting interfaces). | |
|
User Activity Monitoring See which researcher is using which resources. |
No information available | |
|
Resource Usage Visualization Graphical monitoring of real-time performance. |
Resource and usage statistics are visualized within the Terminal (market/resource monitoring tools). | |
|
Automated Scheduling Schedule jobs to run at specific times or after events. |
Jobs and updates (reports) can be scheduled and automated within the Terminal. | |
|
Alerting & Notification System Configurable alerts for hardware, job, or security events. |
Alerts and notifications are a key capability: system, market movement, and compliance events. | |
|
Multi-Language Support Supports multiple user interface languages. |
The user interface is available in multiple languages to serve a global base. | |
|
Self-Service Documentation Comprehensive, accessible user manuals and help. |
Comprehensive self-service documentation/online help is provided by Bloomberg. | |
|
Role-Based Dashboard Configurability Custom views for different types of users. |
No information available | |
|
Wizard-Based Setup Guided, step-by-step installation and configuration. |
Guided setup, onboarding, and training modules are part of Bloomberg's client services. | |
|
Integrated Troubleshooting Tools Automated troubleshooting and diagnostics. |
No information available |
|
APIs for Integration Library of APIs for seamless interoperability. |
Comprehensive library of REST and proprietary APIs is provided. | |
|
Plug-Ins and Extensions Modular system can be extended easily. |
No information available | |
|
Standard Communication Protocols Supports FIX, REST, WebSockets, etc. |
Supports major protocols including REST, WebSockets, and FIX for integration. | |
|
Custom Data Connector Support Create/adapt connectors to various databases/data sources. |
APIs/documentation support custom connectors (SDK/BLPAPI). | |
|
Integration with BI Tools Interoperability with Tableau, Power BI, etc. |
Bloomberg Terminal integrates with BI tools (Power BI, Tableau) via API and data connectors. | |
|
SFTP/FTP Access Secure file transfers to and from research environment. |
SFTP and FTP capability for file transfer is standard for enterprise Bloomberg integration. | |
|
SDK Availability Software Development Kit for building integrations. |
Software development kits (SDKs) available for various environments (BLPAPI for Python, C++, etc). | |
|
Vendor-Agnostic Data Access Does not require proprietary formats for ingestion. |
Bloomberg does not require proprietary formats for most import/export; open file formats supported. | |
|
Time-Series Data Integration Natively handles and integrates time-series feeds. |
Time-series is a major data type for market and pricing feeds; natively supported. | |
|
Cross-Platform Compatibility Works on major OS (Linux, Windows, Mac). |
Windows and MacOS clients; also works via web interfaces on Linux, though not fully native. |
|
Redundant Power Supplies Multiple power circuits for continuous operation. |
Physical Bloomberg Terminal installations are provided with redundant power supply by design (data center class). | |
|
Uninterruptable Power Supply (UPS) Battery backup for short-duration outages. |
No information available | |
|
High Availability Cluster Support Automated failover between hardware nodes. |
Data/service nodes are clustered for failover and availability. | |
|
Automated Backup and Restore Ensures data and state can be restored quickly. |
Automated backup/restore operations are deployed for the centralized service architecture. | |
|
Hardware Health Monitoring Detects possible failure before it occurs. |
No information available | |
|
Mean Time Between Failures (MTBF) Average operational time before failure. |
No information available | |
|
Automatic Job Restart Incomplete jobs can restart automatically after crash. |
No information available | |
|
Error Detection and Reporting Automated discovery and logging of errors. |
No information available | |
|
Hot Spare Nodes Idle nodes ready for rapid takeover on failure. |
No information available | |
|
Service Level Agreements (SLAs) Guaranteed uptime/service targets. |
Bloomberg offers SLA-backed services with documented and guaranteed uptime for institutions. |
|
24/7 Hotline Support Can contact support staff at any time. |
24/7 support lines are provided for Terminal users globally. | |
|
Onsite Support Availability Technician dispatch to physical location. |
Onsite support is available by Bloomberg representatives in major global markets. | |
|
Proactive Hardware Monitoring Vendor monitors for preemptive fixes. |
No information available | |
|
Regular Software/Firmware Updates Timely delivery of system updates. |
Bloomberg routinely rolls out software and security updates for all Terminal clients. | |
|
Replacement Parts Logistics Availability and speed of replacement parts. |
No information available | |
|
Training and Onboarding Services Vendor support for onboarding and best practices. |
Training and onboarding is a core Bloomberg service for all institutional Terminal deployments. | |
|
Detailed Knowledge Base Full documentation, FAQs, and troubleshooting guides. |
Extensive help, documentation and guides maintained by Bloomberg's support portal. | |
|
Remote Diagnostics Issues can be diagnosed by vendor remotely. |
Remote diagnostics are provided by Bloomberg Support with customer authorization. | |
|
Custom Service Agreements Tailored SLAs to suit fund management needs. |
Custom service arrangements (SLAs, capabilities) are standard for institutional/bulk enterprise agreements. | |
|
Migration Assistance Help with moving workloads or data. |
Bloomberg offers white-glove migration assistance for large clients and transitions. |
|
Total Cost of Ownership Tracking Visibility into cumulative system and maintenance cost. |
No information available | |
|
Energy Efficiency Metrics Tracks power use and cost efficiency over time. |
No information available | |
|
Automated Power Management Automatically powers down unused resources. |
No information available | |
|
Usage-Based Billing Support Ability to apportion costs to business units/projects. |
No information available | |
|
Resource Allocation Quotas Set limits to avoid uncontrolled use of hardware. |
No information available | |
|
Detailed Usage Reporting Track resource and power consumption per job/user. |
Extensive usage and consumption reporting available to system administrators. | |
|
License Management Tools Manages software/hardware license allocations. |
No information available | |
|
Predictive Maintenance Scheduling Minimizes downtime/cost by scheduling ahead. |
No information available | |
|
Financial API Integration Connects with accounting/ERP systems. |
APIs are available for financial/reporting/ERP integrations. | |
|
Cloud Bursting Support Dynamically shift workloads to cloud during spikes. |
Workloads can be shifted to Bloomberg's cloud-based infrastructure as needed. |
Specialized workstations with multiple monitors, customized keyboards, and audio equipment designed specifically for the high-pressure trading environment.
More Trading Floor Hardware
More Trading & Execution ...
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Low Latency The system's capability to process and transmit data with minimal delay. |
No information available | |
|
High Throughput The maximum number of trades or orders the hardware can handle per second. |
No information available | |
|
Real-Time Data Processing Supports instantaneous processing and response to market data. |
Supports real-time data streams and trading, as described in product specifications. | |
|
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. |
Dense infrastructure at Bloomberg data centers provides high availability and failover for user terminals. | |
|
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. |
Redundant power systems are standard in Bloomberg datacenters and terminal hardware guides mention backup solutions. | |
|
Hardware Scalability The ability to add more resources (servers, memory, etc.) as trading demands grow. |
The product scales via infrastructure-side resource allocation and virtualized service delivery. | |
|
Fiber Channel Support Support for high-speed fiber connectivity for ultra-low latency trading. |
Leased lines and BPIPE support fiber/Ethernet links for lowest-latency trading. | |
|
Remote Management Capability to control and monitor the hardware remotely. |
Admins can remotely unlock, reset, and manage terminals across enterprise locations. | |
|
GPU Acceleration Support Availability of graphical processing units for computationally intensive tasks. |
. | No information available |
|
Hot-Swappable Components Ability to replace hardware components without shutting down systems. |
. | No information available |
|
Physical Access Controls Systems to prevent unauthorized access to trading hardware. |
Physical access to Bloomberg-provided hardware (keyboard, terminal) is controlled; server-side infrastructure is datacenter-grade with access controls. | |
|
Data Encryption Support for encrypting data at rest and in transit. |
Data is encrypted in transit (TLS/SSL) and at rest as per FAQs and compliance documents. | |
|
Network Segmentation Capability to isolate trading systems from other networks for security. |
Network segmentation for Bloomberg access, including use of private leased lines (Bloomberg BPIPE) for market access. | |
|
Intrusion Detection Hardware-based systems for detecting unauthorized access. |
Terminal managed by Bloomberg infrastructure, and intrusion detection is present in data centers. | |
|
User Authentication Methods Various types of login authentication supported (e.g., biometric, smartcard). |
. | No information available |
|
Audit Logging Ability to generate logs of all system activities for compliance and forensic purposes. |
Audit logs are produced for compliance and security monitoring, referenced in documentation and client audits. | |
|
Secure Boot Prevents unauthorized software from loading during hardware startup. |
. | No information available |
|
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. |
Automated regulatory reporting is available via Bloomberg Terminal OMS/EMS integrations. | |
|
Role-Based Access Control Granting permissions based on user roles. |
Role-based access control for all configurations and permissions of Bloomberg Terminal users. | |
|
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. |
. | No information available |
|
Multiple Network Interfaces Support for several network interface cards for redundancy and load balancing. |
. | No information available |
|
Exchange Connectivity Modules Pre-built modules for direct connectivity with major exchanges. |
. | No information available |
|
FIX Protocol Support Native support for the Financial Information eXchange (FIX) standard. |
FIX protocol supported for trading APIs and exchange access modules. | |
|
API Integration Support Ability to connect with application programming interfaces for external services. |
Supports extensive API connectivity and integration with external trading and analytics tools. | |
|
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. |
Some terminal deployments support Wi-Fi/5G backup; primary connectivity is via fixed Ethernet or BPIPE. | |
|
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. |
. | No information available |
|
Load Balancing Capabilities Ability to distribute traffic across multiple network paths. |
. | No information available |
|
VPN Support Encrypted remote connectivity for offsite users. |
VPN access is provided for off-premises usage, with encryption. | |
|
IP Whitelisting Restricting network access to pre-approved IP addresses. |
. | No information available |
|
Network Quality of Service (QoS) Prioritizes latency-sensitive trading traffic. |
. | No information available |
|
Redundant Network Cabling Dual or multiple cables to each workstation/server for backup. |
. | No information available |
|
SNMP Monitoring Simple Network Management Protocol for hardware health status. |
. | No information available |
|
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. |
. | No information available |
|
Configurable Shortcuts Customized hotkeys and macros for rapid execution. |
. | No information available |
|
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. |
. | No information available |
|
Touchscreen Integration Direct interaction via touch-enabled monitors. |
. | No information available |
|
Real-Time Alerts Visual and audible notifications for market or system events. |
. | No information available |
|
Fast Boot Times Workstation startup speeds from cold boot. |
. | No information available |
|
Unified User Authentication Single sign-on across all workstation applications. |
Unified authentication with LDAP or other SSO solutions is described in enterprise documentation. | |
|
Remote Access Workstations Ability to log in securely from offsite locations. |
Terminal accessible securely from remote offices and offsite locations. | |
|
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. |
Terminal workstation hardware/configuration is upgradable and configurable per user/desk. | |
|
Integrated Audio High-quality built-in microphones and speakers for intercom/conferencing. |
. | No information available |
|
Dual Power Supplies Redundant power units in trading servers. |
. | No information available |
|
RAID Storage Arrays Redundant disk configurations for data protection. |
. | No information available |
|
Spare Parts Onsite Availability of replacement components at the trading location. |
. | No information available |
|
Uninterruptible Power Supply (UPS) Backup batteries to cover power outages. |
. | No information available |
|
Disaster Recovery Plan Integration Hardware compatibility with disaster recovery protocols. |
. | No information available |
|
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. |
. | No information available |
|
Redundant Network Paths Multiple independent network routes. |
. | No information available |
|
Driveless Backup Devices Hot-standby backup workstations and servers. |
. | No information available |
|
Service Level Agreements (SLA) Guaranteed uptime/service metrics from hardware vendors. |
. | No information available |
|
Remote Diagnostic Tools Support for remote failure analysis and recovery. |
. | No information available |
|
Automated System Reboot Programmable automatic restarts in case of critical failures. |
. | No information available |
|
Operating System Flexibility Supports multiple OS types (Windows, Linux, etc.). |
Supports Windows and Mac OS for terminal client; integration available for multi-OS environments. | |
|
Standardized Interfaces Supports USB, HDMI, Ethernet, and other common interfaces. |
. | No information available |
|
Middleware Support Compatible with leading message buses and middleware. |
Works with third-party middleware solutions for OMS/EMS messaging and more. | |
|
Cloud Integration Ability to connect or offload workloads to the cloud. |
Cloud-delivered access to Bloomberg services and data. | |
|
Virtualization Support Runs virtual machines or containers on trading floor hardware. |
. | No information available |
|
API Compatibility Works with a broad range of trading and analytics APIs. |
. | No information available |
|
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. |
. | No information available |
|
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. |
. | No information available |
|
Firmware Upgradability Ability to upgrade embedded software to support new standards. |
. | No information available |
|
Resource Utilization Monitoring Real-time monitoring of CPU, memory, and disk usage. |
Terminal includes CPU/disk/memory monitoring of the workstation and infrastructure dashboards. | |
|
Custom Alert Rules User-defined events trigger alerts (for usage spikes, failures, anomalies). |
. | No information available |
|
Audit Trails Complete logs of system and user activities for investigation. |
All major user/system activities are logged for compliance and troubleshooting. | |
|
Historical Performance Reporting Analytics dashboards for system performance over time. |
. | No information available |
|
Anomaly Detection Automated identification of abnormal patterns in system metrics. |
. | No information available |
|
SNMP Trap Integration Hardware can notify network management tools directly. |
. | No information available |
|
Usage Reporting Periodic utilization reports for capacity planning. |
. | No information available |
|
Automated Performance Tuning System can auto-adjust parameters for maximum efficiency. |
. | No information available |
|
Compliance Dashboards Monitoring dashboards to view regulatory compliance status. |
. | No information available |
|
Third-Party Monitoring Tool Support Integration with major monitoring/analytics tool ecosystems. |
. | No information available |
|
Rack Mountability Designed to fit standard server racks. |
. | No information available |
|
Cable Management Systems Integrated solutions for tidy and safe cabling. |
. | No information available |
|
Noise Level Operational sound output under normal loads. |
. | No information available |
|
Small Form Factor Options Compact units for space-constrained areas. |
. | No information available |
|
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. |
. | No information available |
|
EMI Shielding Protection against electromagnetic interference. |
. | No information available |
|
Green Computing Certifications Meets recognized standards for energy efficiency. |
. | No information available |
|
24/7 Technical Support Round-the-clock assistance from vendor experts. |
Bloomberg offers 24/7 global technical support for terminal users, as documented on their support site. | |
|
Onsite Support Availability Engineers can be dispatched to the trading floor. |
. | No information available |
|
Spare Parts Delivery SLA Timeframe for delivery of replacement components. |
. | No information available |
|
Remote Troubleshooting Engineers can diagnose and resolve issues remotely. |
Remote diagnostics and troubleshooting available via secure Bloomberg support staff access. | |
|
Firmware/Software Update Services Vendor-managed updates of hardware software components. |
. | No information available |
|
Replacement Hardware Program Provision of spare equipment in case of hardware failures. |
. | No information available |
|
Training Services Vendor-provided training for staff on hardware operation. |
. | No information available |
|
Health Check Programs Periodic full-system hardware review and tune-up. |
. | No information available |
|
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. |
. | No information available |
|
Energy-Efficient Design Hardware engineered to minimize power consumption. |
Bloomberg's sustainability statements reference energy-efficient infrastructure. | |
|
Power Consumption Monitoring Tracks energy use in real-time or historic reports. |
Power usage and efficiency are actively monitored in Bloomberg datacenters and offices. | |
|
Thermal Management Efficient heat dissipation and cooling systems. |
. | No information available |
|
Automatic Shutdown/Standby Programmable sleep and restart features to save power. |
. | No information available |
|
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. |
. | No information available |
|
DC Power Option Supports direct current power for improved efficiency. |
. | No information available |
|
Integrated Cooling Sensors Sensors for temperature-regulated cooling. |
. | No information available |
|
Transparent Pricing All hardware costs clearly stated upfront. |
Pricing for terminal and data feed is standardized, and all costs are explicitly stated in contract documentation. | |
|
Bulk Purchase Discounts Reduced pricing tiers for higher volume purchases. |
. | No information available |
|
Leasing Options Ability to lease instead of buy hardware. |
. | No information available |
|
Buyback/Upgrade Programs Vendor accepts used equipment for credit or upgrade. |
. | No information available |
|
Warranty Coverage Hardware warranty duration. |
. | No information available |
|
Cost of Ownership Analysis Tools to estimate lifetime hardware cost including maintenance. |
. | No information available |
|
Vendor Relationship Management Dashboard for tracking vendor contacts, issues, and service tickets. |
. | No information available |
|
Asset Tracking Support Integration with asset tracking and inventory systems. |
. | No information available |
|
Rapid Procurement Process Efficient ordering and invoicing processes. |
. | No information available |
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.
More Data Visualization Tools
More Data Management ...
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Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
Bloomberg Terminal connects to diverse data sources, including proprietary Bloomberg data, market data feeds, APIs, and file imports. | |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
Automated data refresh is present as market data, news, and prices automatically update within Bloomberg Terminal. | |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
The platform offers real-time data feeds for financial instruments, news, and analytics, enabling up-to-the-minute visualization. | |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
Custom data connectors are supported via Bloomberg API and Excel plugin (Bloomberg Excel Add-In) for bespoke integrations. | |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Data blending is supported, allowing users to merge and analyze multiple data sources in a single view (e.g., for portfolio analysis or cross-asset analytics). | |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
Schema mapping and field matching is available via Excel Add-in and within data management tools to align external data fields with Bloomberg fields. | |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Scheduled data imports are possible by configuring automation through Bloomberg API and file transfer setups. | |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
Batch data processing is used in historical data downloads and bulk analytics within the Terminal. | |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
No information available | |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
API integration with external sources (Bloomberg API, Excel Add-In, third-party systems) is a core feature. | |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
Data quality checks are built-in: the platform flags anomalies, missing data, or format inconsistencies in feeds. |
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
Terminal features a drag-and-drop interface in charting modules, creating visualizations without programming. | |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
Users can fully customize their dashboard layouts, news feeds, and analytics panels. | |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
Role-based and permissioned access is offered at user, function, and information level (based on login credentials and admin settings). | |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
Responsive design: the Terminal supports Bloomberg Anywhere web/mobile access for visualization on multiple devices. | |
|
Multi-language Support Supports users operating in different languages. |
The Terminal has partial multi-language support, including display of certain content in local languages. | |
|
Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
No information available | |
|
Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
No information available | |
|
Pre-built Templates Provides ready-made templates for common visualization needs. |
Pre-built templates are provided for common charts and monitors (e.g., equity, FX, fixed income views). | |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
Contextual help and tooltips are integrated throughout the Terminal (yellow help key, function-specific guides). | |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
User customization is saved and portable via Bloomberg Anywhere logins. | |
|
Dark Mode Supports color schemes suitable for low-light environments. |
Dark mode/themes are available as display options. |
|
Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
Offers a wide range of chart types and graphical representations across asset classes. | |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
Time series charting and visualization modules support financial data trends and anomalies. | |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
Interactive filters, slicers, and dynamic data exploration are core components of the Terminal's interface. | |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
Drill-down and drill-through functionality in charting and portfolio analytics are standard features. | |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
Users can define and create custom chart types using the Excel Add-In and in-terminal scripting. | |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
Geospatial mapping visualizations (e.g., for commodities, economic data) are available. | |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
Conditional formatting for tables and charts, such as heatmaps, is widely supported. | |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
Annotation and comment tools are provided in chart and analytic modules throughout the platform. | |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
Storyboarding and sequential presentations of dashboards can be created with screenshot, charting, and presentation tools. | |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
Supports hierarchical visualizations such as trees and sunburst diagrams for certain financial data sets. | |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
Bloomberg Terminal allows dashboard and chart components to be embedded in third-party applications via APIs and widgets. |
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
Real-time collaboration is provided via instant Bloomberg chat (IB) and sharing dashboards/users can simultaneously collaborate on data objects. | |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
Commenting & discussion threads are part of in-terminal chat and annotation features. | |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
Scheduled sharing of reports and dashboards to internal/external parties is supported. | |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
One-click exports to Excel, PDF, and image formats are available. | |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
Data and visualizations can be shared externally via secure public links, although subject to compliance controls. | |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
Version history for workspaces, models, and analytics is supported, including undo/redo and saved state. | |
|
Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
No information available | |
|
Access and Audit Logs Tracks user access and actions for security and compliance. |
The platform logs access and user activity rigorously for compliance purposes. | |
|
Approval Workflows Facilitates workflow for peer review and management sign-off. |
No information available | |
|
Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
No information available | |
|
Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
Integrates with MS Teams, Outlook, and other collaboration suites via plugins and APIs. |
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
Data encryption is used for data at rest and in transit across the Bloomberg Terminal infrastructure. | |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
Supports SSO, multifactor authentication, biometric logins for user access. | |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Supports detailed permission controls at user and group levels. | |
|
Audit Trails Logs all access and changes made to data and dashboards. |
Full audit trails are maintained for changes and access per compliance rules. | |
|
Data Masking Masks sensitive data fields as per user or group policies. |
No information available | |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
Bloomberg maintains SOC 2, ISO 27001, and other certifications; GDPR/CCPA compliance is documented. | |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Clients can select regional data center storage to meet data residency requirements. | |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
Data retention, archival, and purging are managed per regulatory schedules. | |
|
Secure API Access APIs require secure tokens/keys for integration. |
APIs require secure token or login for access. | |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
The platform monitors for and alerts on suspicious user activity and potential breaches. | |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
Secure sharing controls include expiring shares, access limitation, and password protection. |
|
Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
No information available | |
|
Dashboard Load Time Time taken to fully load a complex dashboard. |
No information available | |
|
Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
No information available | |
|
Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
The Bloomberg Terminal uses a cloud infrastructure with horizontal scalability managed by Bloomberg. | |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
In-memory processing is utilized within the terminal, especially for charting and portfolio analysis. | |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
Cache mechanisms are implemented to improve performance of frequently requested data. | |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
Optimized query execution is a key feature, required for low-latency in financial data analysis. | |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
Asynchronous data processing for heavy analytics and background calculations is supported. | |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
Failover and redundancy are fundamental to Bloomberg infrastructure for high availability. | |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
Elastic resource allocation is handled by Bloomberg's managed infrastructure. | |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
Performance monitoring and diagnostics are provided for system and workspace performance. |
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
Statistical functions like mean, variance, correlation, etc., are standard in analytical toolsets. | |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
Bloomberg Terminal integrates with R and Python via Bloomberg API for advanced analytics. | |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
Scenario analysis and what-if modeling are available for portfolios and financial projections. | |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
Forecasting models (ARIMA, exponential smoothing, more) are available for time series and economic projections. | |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
Custom formula editor is provided for calculations in chart and analytics modules. | |
|
Regression Analysis Supports building and visualizing regression models. |
Regression analysis tools are integrated for securities, portfolios, and economic indicators. | |
|
Correlation Analysis Identify and visualize relationships between variables. |
Correlation analysis across datasets is standard within Bloomberg analytics. | |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
Anomaly detection and outlier flagging are available for timeseries and market data. | |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
Clustering and segmentation tools are present in portfolio and quantitative analysis modules. | |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
Natural language query is partially supported (e.g., NLQ in Bloomberg Query Language—BQL). | |
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Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
No information available |
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
Custom branding support for institutional clients/integrators is available. | |
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Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
No information available | |
|
Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
Scripting is supported via Bloomberg API for Excel, Python, and other integrations. | |
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API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
REST and other APIs for programmatic access are standard offerings. | |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
Bloomberg's SDK allows developers to create custom components that interact with the terminal. | |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
ETL and transformation workflows are supported through the Bloomberg Data License and API products. | |
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Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
Custom alerting rules can be configured in the terminal or via scripting/API. | |
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Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
Multi-tenancy and environment segregation are supported for firms with complex structures. | |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
Localization and local convention adaption present for date/currency/time. | |
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White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
White-label embedding possible only for selected modules or via custom integration. | |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
Workflow automation is supported via integration with external workflow tools/APIs and in-terminal scripting. |
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Data cleansing tools are included in the terminal and data feed interfaces. | |
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Data Aggregation Easily group and summarize data at various levels. |
Data aggregation is central to portfolio analytics, screening, and visualization modules. | |
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Calculated Fields Create new fields based on custom equations or logic. |
Custom/calculated fields are widely used in Excel and Terminal analytics modules. | |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
Time-series handling is a core function for historical price, market, and news data. | |
|
Data Normalization Standardizes disparate values for improved comparison. |
Bloomberg offers data normalization through terminal and API feeds. | |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
Pivot/unpivot and flexible data transformations available in terminal and Excel integration. | |
|
Hierarchy Building Create parent-child relationships between data elements. |
Hierarchy building tools are present for categories like sector/industry/parent-child mappings. | |
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Data Sampling Take representative samples for performance and testing. |
Data sampling supported for analysis/testing in terminal/excel. | |
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Automated Join Detection Recommends potential joins between tables based on schema analysis. |
Automated join detection in analytics modules and via scripting. | |
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Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
Transformation script library available to automate repeatable data processes. | |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
Reproducible data pipelines can be designed in Bloomberg Data License environment. |
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Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
Automated report scheduling available for selected dashboards and outputs. | |
|
Report Customization Modify the layout, branding, and content of generated reports. |
Full report customization is possible including layout, content, and branding for institution clients. | |
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Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
Supports export to Excel, PDF, CSV, PPT, and other formats. | |
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Parameterized Reports Allows users to input parameters and receive tailored reports. |
Reports can be parameterized based on user/query input. | |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
Bursting supported by sending tailored report sections to specific users (e.g., via MSG/MAIL). | |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
Distributed reports allow recipient-side drill-down and dynamic interaction. | |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
Archived reports are managed for compliance per legal and industry standards. | |
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Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
Extensive visualization exports possible, including interactive HTML and vector formats. | |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
On-demand report generation available at any time for authorized users. | |
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Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
Notifications for report availability are sent via in-terminal alerts, email, or other channels. | |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
No information available |
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Extensive documentation, user guides, and developer resources are available via the Help function. | |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
In-app and guided tutorials are offered, including onboarding and workflow walkthroughs. | |
|
24/7 Support Round-the-clock technical support for global teams. |
24/7 support is advertised and delivered for Bloomberg Terminal users worldwide. | |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
Large user community, access to community boards and peer discussion (Bloomberg user groups). | |
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Professional Training Formal training sessions, webinars, or certifications for users and admins. |
Formal training, certifications, and webinars available from Bloomberg. | |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
Comprehensive knowledge base/FAQs are available via Help menu. | |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
Custom support packages, including premium tiers, are available for enterprise clients. | |
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Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
Bloomberg delivers regular product and feature upgrades. | |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
Bug reporting and user feedback mechanisms are integrated in the Bloomberg Terminal and support portal. | |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
Access to support via chat (MSG), phone, email, and support ticketing is standard for Bloomberg users. | |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
SLAs are offered for enterprise/large client support contracts. |
Solutions that support the mergers and acquisitions process from target identification to deal completion.
More M&A Advisory Tools
More Investment Banking ...
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
Bloomberg Terminal integrates with databases of potential M&A targets through its global company and deals screens. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Advanced filtering by region, sector, size, date, and more in screening tools is a core part of the Terminal. | |
|
Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
No information available | |
|
Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Bloomberg users can set up custom alerts and monitors for deals, new listings, and company events. | |
|
CRM Integration Integration with customer relationship management tools for pipeline tracking. |
No information available | |
|
Company Profiling Automated generation of comprehensive company profiles. |
Automated company profiles are available via EQS, DES, and other Terminal commands. | |
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Data Refresh Frequency How often the deal or target data is automatically updated within the platform. |
No information available | |
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External Data Source Links Direct connections to external financial and market data sources. |
Direct connections to external sources (e.g., SEC, EDGAR, global exchanges) are central to Bloomberg's data model. | |
|
Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Users can forward news, data, and analytics through Bloomberg communication tools; also exportable via API. | |
|
Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Various pipeline visualization modules and dashboards are available. |
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Extensive comps screens for peer comparison are available for public and private companies. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
Screens for precedent transactions and deal benchmarking exist in M&A modules. | |
|
Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
DCF, scenario modeling, and projections can be run with built-in Bloomberg functions and Excel add-ins. | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Bloomberg provides access to industry-standard valuation multiples in its analytics suite. | |
|
Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
Built-in scenario and sensitivity analysis is available in various analytics workflows. | |
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Integration with Market Data Real-time pull of market data for valuations. |
Bloomberg pulls real-time data for valuations from global exchanges and data sources. | |
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Scenario Modeling Speed Speed with which complex scenarios can be run and compared. |
No information available | |
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Export of Valuation Reports Ability to export or print standardized valuation documents. |
Valuation reports and exports are supported in multiple formats (PDF, Excel, etc.). | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
Audit trails and input tracking are supported in the analytics modules and via user logs. | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
Custom metrics and formulas can be built in Bloomberg Excel add-ins and custom data screens. |
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
No information available | |
|
Document Indexing and Search Full-text search capabilities and customizable document organization. |
Document search and indexing for research and filings are advanced on Terminal. Full VDR features not included. | |
|
Permission Controls Granular access rights for users and teams. |
Granular permission controls for data and function access within Bloomberg Terminal. | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
No information available | |
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Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads. |
No information available | |
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Q&A Workflow Integrated question and answer functionality for deal participants. |
No information available | |
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Automated Redaction Tools for automated removal of sensitive data from documents. |
No information available | |
|
E-signature Integration Supports e-signature solutions for document execution. |
No information available | |
|
Version Control Tracking and management of document versions. |
No information available | |
|
Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Full-featured apps for iOS and Android and mobile-responsive browser access. |
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Task Assignment Features for delegating and tracking tasks among deal team members. |
Users can assign and track tasks on Terminal using Bloomberg Launchpad and workflow widgets. | |
|
Progress Tracking Visual progress indicators and tracking dashboards. |
Progress indicators and workflow dashboards are standard in analytics and research modules. | |
|
Integrated Messaging Secure messaging capabilities within the platform. |
Instant messaging (IB chat) is available within the Terminal platform. | |
|
Real-time Notifications Immediate alerts for activity requiring user action. |
Real-time notifications for news, triggers, alerts and chats are a core feature. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
No information available | |
|
User Activity Metrics Reports on user and team activity levels. |
Rich activity metrics for users and teams are available via platform analytics. | |
|
Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
|
Template Library Standardized templates for NDAs, LOIs, and reporting. |
Library of document/report templates supports exports for NDAs/LOIs via Excel add-in. | |
|
Approval Workflow Customizable multi-stage approval processes for key documents. |
No information available | |
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Commenting and Annotation Inline discussion on documents and deal cards. |
Inline commenting is supported for Bloomberg research and IB chat for collaboration. |
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
APIs and Bloomberg Data License (BDL) support outbound and inbound integration. | |
|
Market Data Integration Out-of-the-box connections to market data providers. |
Real-time and delayed market data integrations to third-party systems. | |
|
Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Bloomberg Office add-ins allow Excel and PowerPoint integration for data export/import. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
Single Sign-On supported for enterprise identity management. | |
|
ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
Salesforce and select CRM integrations available via API and through Launchpad modules. | |
|
Custom Integration Tools Custom-built connectors or middleware support. |
Custom connectors can be built for Bloomberg using middleware and APIs. | |
|
Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
|
Data Mapping Capability Ability to define and map custom data fields between systems. |
Custom field mapping is supported in export workflows and integration tools. | |
|
Mobile App Integration Ability to extend platform functionality to mobile applications. |
Bloomberg's dedicated mobile app provides many core features on mobile devices. | |
|
Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
Bloomberg Terminal MarketPlace/App Portal hosts approved third-party plugins. |
|
End-to-End Encryption All communications and stored data are protected with robust encryption. |
All Bloomberg communications and stored data are encrypted end-to-end (see Bloomberg security documentation). | |
|
Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication (MFA/2FA) is supported for Bloomberg access. | |
|
Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
Bloomberg maintains ISO 27001, SOC2, and other certifications. See public compliance statements. | |
|
Data Residency Options Ability to select geographic location for data storage. |
Data residency options are available for regulatory compliance by region. | |
|
Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
|
Role-based Access Controls Customizes feature and data access according to role. |
Access is customizable by user role and department within organizations. | |
|
Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
No information available | |
|
Audit Trail/Logging Detailed system logs for all operations and user activity. |
Extensive logging/audit trails for user/system actions as required by large financial institutions. | |
|
Secure Data Backups Automated, encrypted backups and restoration procedures. |
Regular encrypted system backups and disaster recovery procedures are detailed in documentation. | |
|
Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Dashboards can be customized by user preferences and workspaces. | |
|
Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated and scheduled reporting is a core feature of Bloomberg analytics tools. | |
|
Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Export to PDF, Excel, and PPT is available across the Terminal platform. | |
|
Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
Industry benchmarks are built into analytics and screening workflows. | |
|
Custom KPI Tracking User-defined performance metrics and visualization. |
Custom KPI tracking and performance dashboards can be constructed in Launchpad. | |
|
Data Visualization Options Range of charts, graphs, and data representations. |
Wide choice of data visualization tools (charts, graphs, custom widgets) available. | |
|
On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
|
Historical Trend Analysis Longitudinal data tracking and report capability. |
Historical trend tracking and report capabilities are standard. | |
|
Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Connections and exports to Tableau, Power BI, and other BI tools are possible via Bloomberg APIs or data extracts. | |
|
Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
No information available |
|
Intuitive Navigation Logical organization and minimal learning curve of the platform. |
Highly intuitive navigation and logical organization; renowned for professional usability. | |
|
Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
Role-specific dashboards for analysts, traders, and clients are supported. | |
|
Multi-language Support Availability in multiple languages for international teams. |
Multi-language is available for most Terminal modules. | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Bloomberg aims to meet global UI accessibility standards. | |
|
User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
|
Customizable Layouts Option for users to personalize workspace arrangement. |
Layouts and dashboards are highly customizable. | |
|
Dark Mode/Theme Options Choice of color schemes, including dark mode. |
Theme options including dark mode are core features. | |
|
Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
Drag-and-drop supported in Launchpad widgets and file management. | |
|
Help & Documentation Comprehensive user help, guides, and tooltips. |
Extensive in-product help, guides, and Bloomberg University resources included. | |
|
Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Multi-device browser and app compatibility is standard. |
|
Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
Client-facing portals can be configured and access managed. | |
|
Secure Messaging with Clients Encrypted communication features specifically for clients. |
Secure messaging with clients is possible through Bloomberg chat modules. | |
|
Custom Client Reporting Tailored deliverables for client review. |
Custom client reporting possible via Excel add-in, PDF, and report automation. | |
|
White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
White-labelling and branding available for client deliverables. | |
|
Client Access Management Granular controls over what clients can see or do. |
Granular client permissions can be set for access to data/analytics. | |
|
Client Notification Settings Configurable notification frequency and methods for clients. |
Notification settings are highly configurable for both clients and internal users. | |
|
Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
Meeting and call scheduling, as well as integration with conferencing tools, is supported. | |
|
Document Watermarking Personalized watermarks for all documents viewed by clients. |
No information available | |
|
Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
No information available | |
|
Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
No information available |
|
Implementation Support Time Average duration of initial implementation from contract to go-live. |
No information available | |
|
Dedicated Support Manager Availability of an assigned support representative or team. |
Bloomberg assigns dedicated account and support managers for institutional clients. | |
|
24/7 Technical Support Round-the-clock support and troubleshooting. |
24/7 technical support is standard with every subscription. | |
|
In-platform Help Desk Ability to submit and track support tickets within the application. |
In-platform support/help desk is available through the Terminal. | |
|
Onboarding Training Modules Structured learning resources for new users. |
Structured onboarding and learning modules available through Bloomberg University. | |
|
Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Comprehensive knowledge bases and documentation are accessible within the product. | |
|
Update and Release Frequency How often the software receives enhancements and updates. |
No information available | |
|
Community User Forums Active forums or user groups for sharing experiences and tips. |
Bloomberg runs an active user forum and events for networking and support. | |
|
Customization Support Availability of professional services for custom features or workflows. |
Professional services available for custom integration and workflows. | |
|
SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
|
Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
No information available | |
|
User Load Scalability System performance as user count increases. |
No information available | |
|
System Uptime Guarantee Availability percentage of the platform per year. |
No information available | |
|
Data Storage Capacity Maximum amount of data the system can store per client or organization. |
No information available | |
|
Response Time Under Load Average platform response time during peak usage. |
No information available | |
|
Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
Cloud infrastructure supports automated scaling during heavy usage. | |
|
Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Bloomberg maintains redundancy across global data centers for failover. | |
|
Geographic Data Distribution Multi-region data center availability for disaster recovery. |
Global infrastructure ensures geographic data distribution and disaster recovery. | |
|
High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
undefined Supports high-volume processing; commonly used by global banks for large data tasks. |
|
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API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
Specialized telephone systems designed for high-volume voice trading that integrate with trading platforms and recording systems. These systems provide instant access to counterparties and support compliance requirements.
More Trading Turrets
More Trading & Execution ...
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Multi-line Telephony Ability to handle multiple voice lines simultaneously for concurrent client and broker conversations. |
No information available | |
|
Speaker Integration Built-in speakers for hands-free communication and multi-party listening. |
Bloomberg Terminal devices have built-in speakers and mic for hands-free communication during BLOOMBERG IB/VCON calls. | |
|
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. |
Bloomberg Voice/IB supports call recording for compliance reasons, as required by financial industry regulations. | |
|
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. |
Direct line status is available via the programmable keypad and on-screen interface. | |
|
Digital/VoIP Support Compatible with digital and/or VoIP telephony infrastructure. |
Bloomberg Terminal supports digital VoIP for voice, including VCON over IP networks. | |
|
Call Forwarding and Pickup Advanced call handling for flexibility across teams. |
Advanced call forwarding, pickup, and hunt group features are present in Bloomberg IB/VCON solutions. | |
|
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. |
Caller ID and presence display are part of the terminal interface for calls and internal communication. | |
|
Line Hold/Queue Management Ability to manage and prioritize incoming calls efficiently. |
Line hold, queuing, and call prioritization are part of the call management suite. | |
|
Hands-Free Operation Integrated microphone and speaker for hands-free calling. |
Hands-free operation is supported via built-in mic/speakers and optional accessories. |
|
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. |
Modern Bloomberg Terminal hardware offers touchscreen controls as part of its design. | |
|
Custom Labeling Ability to label lines and contacts according to user preference. |
Users can custom-label contacts and direct lines in the terminal. | |
|
Multi-language Support Interface available in several languages for global desks. |
Multi-language support is standard given Bloomberg’s global client base. | |
|
Favorites/Quick Access Panel Section for most-used contacts and features for one-touch access. |
Favorites/quick access panels for most-used contacts are provided. | |
|
Adjustable Audio Profiles User-defined settings for volume, speaker, and microphone profiles. |
User can define audio profiles and device output/input via Bloomberg’s audio settings. | |
|
Personal Directory Import Import and sync personal contact books automatically. |
Personal directory/contact book import is available, supporting CSV import and sync. | |
|
Keyboard Shortcuts Support for keyboard macros and shortcuts for advanced users. |
Keyboard shortcuts/macros are widely supported in the Bloomberg Terminal interface. | |
|
Color Coding Features for color-coding contacts and lines to improve recognition. |
Color-coding of contacts and lines is part of the customizable interface. | |
|
Profile Portability User profiles can be exported, imported, and used on other turrets. |
Profiles can be exported/imported to other terminals for user portability. | |
|
Night/Dark Mode Screen and panel adapt to lighting preferences and reduce eye strain. |
Dark mode and display adaptation are supported in Bloomberg Terminal theme settings. |
|
Dealer Board Integration Connectivity with existing dealer boards across the trading floor. |
Dealer board integration is one of Bloomberg Terminal’s core interoperability features. | |
|
CRM System Integration Ability to share and retrieve contact and call notes from CRM tools. |
Bloomberg Terminal integrates with major CRM systems (Salesforce, etc.). | |
|
Bloomberg Integration Direct linking and click-to-call from Bloomberg terminals and chat. |
Native Bloomberg integration — click-to-call from Bloomberg Chat and Terminal functions. | |
|
Order Management System (OMS) Integration Populates calls and contacts with data from the OMS. |
Order management integration is supported for front office workflows. | |
|
API Access Supports developer APIs for custom integration with firm applications. |
Bloomberg provides API access for custom integrations. | |
|
Microsoft Teams/Skype Integration Seamlessly communicates with digital collaboration platforms. |
Microsoft Teams and Skype integrations are available and widely referenced in marketing materials. | |
|
SIP Trunking Flexible digital telephony connectivity with existing session initiation infrastructure. |
SIP trunking is supported as part of Bloomberg voice; enables flexible telephony integration. | |
|
Directory Sync Automatic updating with central enterprise directories (LDAP, Active Directory). |
Directory sync with enterprise AD or LDAP is supported. | |
|
Mobile Device Integration Allows call handling and notifications on mobile devices. |
Mobile device support is available via Bloomberg’s mobile app for notifications and call handling. | |
|
Third-Party Analytics Integration Streams call data to trade surveillance and analytics platforms. |
Bloomberg Terminal streams call data to external trade surveillance and analytics tools. |
|
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. |
Automatic failover to backup infrastructure is a well-documented feature for major institutions. | |
|
Redundant Power Supplies Dual or backup power sources to prevent unplanned outages. |
Redundant power is standard on Bloomberg's enterprise turret designs. | |
|
Disaster Recovery Readiness Pre-configured disaster recovery workflows and backup options. |
Disaster recovery (DR) readiness and geo-redundancy are typical for Bloomberg deployments. | |
|
High Availability Architecture Distributed architecture for zero single points of failure. |
High availability (HA) is achieved via distributed architecture and Bloomberg data centers. | |
|
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. |
Bloomberg Turret/Terminal allows modular upgrades (cards, handsets, speakers) without major downtime. | |
|
Scalable User Capacity Maximum number of concurrent users supported. |
No information available | |
|
Remote Monitoring and Diagnostics Continuous health check and diagnostics reporting. |
Remote monitoring and diagnostics for hardware terminals and software are provided as managed services. |
|
Secure Call Encryption End-to-end encryption for protecting voice communications. |
Bloomberg voice employs end-to-end encryption for voice traffic. | |
|
Role-Based Access Control Restricts access and features by user role and business function. |
Role-based access control is supported for system features and workflows. | |
|
Audit Trails Comprehensive logging of user activities, call metadata, and system changes. |
Audit trails and logs are standard for compliance on the Terminal platform. | |
|
Automatic Call Archiving All calls are stored securely as required by MiFID II, Dodd-Frank, etc. |
Automatic call archiving complies with MiFID II and Dodd-Frank. | |
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GDPR/CCPA Compliance Tools Built-in capabilities for compliance with major data privacy laws. |
Bloomberg provides GDPR/CCPA compliance tools built into user/data management workflows. | |
|
Legal Hold on Recordings Ability to flag and lock call recordings for litigation or investigation. |
Legal hold features for call recordings are provided for regulatory compliance. | |
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Tamper-Proof Storage Ensures integrity of call recordings and logs. |
Tamper-proof storage of call logs and recorded calls is part of Bloomberg’s compliance design. | |
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User Authentication (SSO/MFA) Support for single sign-on and multi-factor authentication methods. |
Bloomberg Terminal supports SSO/Active Directory integration and MFA capability. | |
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Monitoring for Anomalous Behavior Automatic detection and alerts for suspicious user or system activity. |
Monitoring and alerting for anomalous or suspicious behavior are available. |
|
Call Setup Time Time taken from dialing to call connection. |
No information available | |
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Simultaneous Call Handling Maximum number of calls or lines actively managed at any time. |
No information available | |
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Call Transfer Speed Time required to transfer a live call to a new participant. |
No information available | |
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Line Pickup Latency Response time when answering or activating a line. |
No information available | |
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Contact Search Time Average time to search and retrieve a contact. |
No information available |
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Adjustable Handset Cradles Comfortable positioning and easy access to handsets. |
Modern Bloomberg turret handsets offer adjustable cradles for ergonomic comfort. | |
|
Low-glare/High-contrast Screens Displays usable in various lighting conditions. |
Low-glare, high-contrast screens are standard on Bloomberg keyboards/terminals. | |
|
Compact Footprint Turret design minimizes desk space usage. |
Bloomberg turrets and Terminal hardware have a compact design suited for tight trading desks. | |
|
Cable Management Integrated channeling for wires and connectors. |
Cable management is part of desk hardware deployment options. | |
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Multiple Audio Ports Options for headsets and auxiliary devices. |
No information available | |
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Durable Build Quality High-wear components to withstand 24/7 operation. |
Bloomberg devices are built for 24/7 trading floor usage and have robust build quality. | |
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Accessible Emergency Call Buttons Clearly marked controls for emergencies. |
Emergency call buttons are present and clearly labeled for quick access. |
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24/7 Helpdesk Support Round-the-clock assistance for urgent issues. |
24/7 live helpdesk and support, including urgent trading floor issues, is hallmark offering. | |
|
Remote Diagnostics Real-time system inspection and troubleshooting without on-site presence. |
Remote (off-site) diagnostics and troubleshooting are available for Bloomberg hardware and software. | |
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Automated Software Updates Scheduled and on-demand updates for bug fixes and new features. |
Automated software updates are pushed to both terminal and voice components. | |
|
Onsite Technical Support Availability of local field engineers when needed. |
Onsite technical support by Bloomberg field engineers is available in major financial centers. | |
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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. |
A self-service portal for support tickets and status is provided on the Bloomberg Terminal. | |
|
Knowledge Base Access Comprehensive documentation for troubleshooting and user guidance. |
Knowledge base and built-in documentation are accessible for troubleshooting. |
|
Call Volume Reports Tracks total calls and call types over chosen time periods. |
Reports on call volume, types, and analytics are standard in Bloomberg’s analytics toolkit. | |
|
Usage Dashboard Real-time visual representation of turret activity. |
A live usage dashboard visualizes call and system metrics in real-time. | |
|
Historical Call Analysis Reports on call durations, participants, and timing trends. |
Historical call analytics (duration, participants & trends) are reportable. | |
|
Export to CSV/Excel Ability to export call logs and analytics for further processing. |
Export to CSV or Excel is available for call logs and reporting. | |
|
Compliance Monitoring Reports Automated reporting on compliance-related call behaviors. |
Automated compliance monitoring reports are integrated in the system for regulatory audits. | |
|
Custom Report Builder Tool for creating reports tailored to desk or regulatory needs. |
Custom report building tools are present for user or compliance teams. |
|
Centralized Management Console Unified interface for IT teams to manage turrets across locations. |
Centralized management for terminals and software is available for IT admins. | |
|
Zero-touch Provisioning Automatic setup of hardware/software with minimal manual intervention. |
Zero-touch provisioning is supported for enterprise deployments. | |
|
Remote Configuration Admins can modify settings and profiles from anywhere. |
Remote configuration of user profiles, phone settings, and system policies is supported. | |
|
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. |
Role-based administration delegations available through user control panels. | |
|
Bulk User Upload/Configuration Add or modify many users at once. |
Bulk configuration and user upload feature present, suitable for large institutions. |
|
Energy Star Certification Product adheres to energy efficiency standards. |
No information available | |
|
RoHS Compliance Restricts hazardous substances in hardware. |
All Bloomberg hardware is RoHS compliant for hazardous substance restrictions. | |
|
WEEE Directive Compliance Supports responsible recycling of electronic waste. |
No information available | |
|
ISO 27001 Certification Information security management system certified. |
ISO 27001 certification for Bloomberg’s information security management system is advertised. | |
|
UL/CE Marked Hardware Safety compliance marks for physical components. |
Hardware is UL/CE marked for electrical safety per US/EU standards. |
High-speed, optimized network connections designed to minimize transmission delays between trading systems and market venues, which is critical for strategies where microseconds matter.
More Low-Latency Network Infrastructure
More Trading & Execution ...
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Direct Market Access (DMA) Enables direct connection to exchanges or liquidity providers for low-latency order routing. |
Bloomberg Terminal supports direct market access (DMA) to a wide array of global exchanges via Bloomberg EMSX and FXGO. | |
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Colocation Availability Support for colocation with exchanges or brokers to minimize network round trip times. |
Not as far as we are aware.* Colocation services are not typically offered; Bloomberg is application-based, not a hosting provider at exchange colos. | |
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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. |
Bloomberg Terminal connects to multiple venues simultaneously across asset classes (equities, FX, futures, etc). | |
|
Cloud Connectivity Supports integration with major cloud service providers (AWS, Azure, GCP, etc) for hybrid trading infrastructure. |
Bloomberg Terminal supports private cloud and virtual desktop deployment, and integrates with cloud providers for data access/delivery. | |
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API Access Provides robust APIs (FIX, REST, WebSocket, etc.) for order management and market data. |
Comprehensive API access: Bloomberg API/BLPAPI, OpenAPI, FIX, etc. are provided. | |
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Remote Access Support Enables secure remote access for trading and monitoring when not colocated. |
Remote desktop and mobile access are part of Bloomberg Terminal's offering. | |
|
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. |
Network services allow bandwidth scaling for enterprise deployments. | |
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Redundant Connections Supports multiple redundant network links to reduce risk of downtime. |
Multiple connectivity/redundancy options—private line, internet, 4G/5G backup—are available to reduce downtime. |
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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 | |
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Latency Monitoring Tools Integrated tools for real-time latency measurement and reporting. |
Monitoring and analytics dashboards are included for latency and system health. | |
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Network Time Synchronization High-precision clock synchronization (e.g., GPS, PTP) across all components. |
Time synchronization is implemented across trading systems and feeds; details via vendor documentation. | |
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Guaranteed Service Level Agreement (SLA) Provider guarantees around latency, uptime, and support. |
Bloomberg offers SLA guarantees for connectivity and uptime for enterprise contracts. | |
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Prioritization / QoS Supports network Quality of Service (QoS) and message prioritization. |
QoS and network prioritization are implemented in the data services for performance. | |
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Single-hop Communication Minimal network hops between trading engine and market venue. |
Not as far as we are aware.* Communication to venues is via Bloomberg's own infrastructure, not strictly single-hop. | |
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Low-latency Switching / Routing Specialized network hardware for sub-microsecond switching/routing. |
No information available |
|
Failover Support Automatic switch to backup systems or connections upon primary failure. |
Failover and disaster recovery included as part of enterprise-grade infrastructure. | |
|
Geographical Redundancy Distributed infrastructure across multiple locations for disaster recovery. |
BCP/DR: Bloomberg maintains geographically-distributed data centers for service resilience. | |
|
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. |
Network and service monitoring is well-documented (system status dashboards, notifications). | |
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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. |
Real-time alerting and notification available for incidents/outages. | |
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Service Uptime Percentage of time the network infrastructure is available. |
No information available | |
|
Historical Uptime Records Availability of historical records for downtime events. |
Historical uptime and session stats are accessible in admin/tech dashboards for Bloomberg clients. |
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Encryption End-to-end encryption for data-in-transit. |
Bloomberg uses industry-standard encryption for data-in-transit as documented in security whitepapers. | |
|
DDoS Protection Built-in network defense against distributed denial-of-service attacks. |
DDoS and network-level protections are in place for Bloomberg's infrastructure; confirmed in vendor security resources. | |
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Access Control Granular user access management and authentication. |
Granular access rights, authentication, and advanced identity management are available (Active Directory/SSO/SAML integrations supported). | |
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Intrusion Detection and Prevention Systems (IDPS) Active monitoring for unusual or unauthorized activity. |
Intrusion detection and monitoring is described as part of Bloomberg's security model. | |
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Security Audits & Penetration Testing Regular third-party audits of infrastructure security. |
Regular external security and compliance audits are performed by Bloomberg. | |
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Real-Time Security Alerts Instant detection and notification of security incidents. |
Security incident notification and alerting platforms are in use. | |
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Network Segmentation Separation of critical trading infrastructure from general-purpose networks. |
Network segmentation (separating trading networks from general access) is used in Bloomberg's architecture. | |
|
Firewalling Robust firewall solutions to block unauthorized access. |
Firewalling and access restrictions are reported as standard in Bloomberg data centers. | |
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Physical Security Physical controls and surveillance at data centers and network hubs. |
Physical security with 24/7 surveillance for Bloomberg's data centers. | |
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Compliance Certification Adherence to relevant regulatory security and privacy standards (e.g. ISO 27001, SOC2). |
Compliance: Bloomberg maintains certifications such as SOC2, ISO27001, and others. |
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FIX Protocol Support Native support for Financial Information eXchange (FIX) protocol. |
Full FIX protocol support for order entry/execution and data feeds. | |
|
Cross-platform Compatibility Works with multiple operating systems and hardware platforms. |
Supported on Windows, Mac, with mobile/tablet apps; works in VDI/cloud environments. | |
|
Open API Availability Public documentation and SDKs for easy integration. |
Bloomberg BLPAPI is publicly documented. | |
|
Plug-and-Play Integration Minimal setup required to connect with OMS/EMS and fund management software. |
Integrations with major OMS/EMS platforms are available with minimal setup. | |
|
Data Format Flexibility Support for various trading data formats (JSON, XML, binary). |
Handles multiple data formats—XML, JSON, CSV via API, and internal Bloomberg format. | |
|
Back-office System Connectivity Ability to interface with reconciliation, risk, and compliance systems. |
Interfaces for risk, compliance, and reconciliation platforms exist. | |
|
Customizable Interfaces Ability to tailor integrations based on unique workflow requirements. |
APIs, widgets, scripting (Bloomberg Query Language, Excel plug-ins) provide customization. | |
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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. |
Legacy system support: Bloomberg's APIs offer options for integration into older OMS/EMS and terminal emulation. |
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Elastic Resource Allocation Dynamically adds capacity for bandwidth, processing, or storage as needed. |
Elastic bandwidth and resource allocation available, supporting dynamic scaling by client need. | |
|
Linear Performance Scaling Performance increases proportionally with added resources. |
Scaling is linear and supported with infrastructure upgrades as client demand increases. | |
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Multi-tenancy Support Accommodates multiple users, clients, or funds simultaneously. |
Multiple accounts/funds/users can be supported per terminal and per institutional deployment. | |
|
Automated Scaling Tools Systems can auto-provision or decommission based on demand. |
Automated scaling for bandwidth/processing is available in enterprise deployments. | |
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Geographic Expansion Capability Easily extend coverage to new markets or regions. |
Regional expansion supported; Bloomberg is present in nearly every financial market worldwide. | |
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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. |
Multiple simultaneous trading or data sessions are possible per installation. | |
|
API Call Rate Limit Maximum rate of programmatic API calls handled reliably. |
No information available |
|
Real-time Network Analytics Dashboards and reports for live network performance metrics. |
Live analytics dashboards are included in enterprise and terminal deployments. | |
|
Latency Heatmaps Graphical representations showing latency across venues/routes. |
No information available | |
|
Order Flow Analytics Visualization of trading activity for performance analysis. |
Order flow analytics and reporting are native features. | |
|
Historical Data Access Access to retained latency, throughput, and system log data. |
Historical data (latency, tick data, logs) is available within the terminal/AIM and for enterprise accounts. | |
|
Custom Alerting Configurable thresholds for automatic notifications of anomalies. |
Custom notification setup is possible for multiple analytics/services. | |
|
API for Metrics Extraction Ability to extract raw or processed data via API. |
API endpoints for extracting raw/historic market and usage data are available. | |
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End-to-End Tracing Trace orders/messages across their complete lifecycle for troubleshooting. |
Trade/Order tracing and workflow monitoring are included (Bloomberg AIM, EMSX Auditing). | |
|
Audit Logging Complete logging of system and user activity for compliance. |
Audit logging and compliance features per user and system level exist. | |
|
Third-party Monitoring Integration Ability to integrate with popular monitoring tools (Splunk, Prometheus, etc). |
Third-party integration with major monitoring solutions is supported (e.g., Splunk, Elastic). | |
|
Exportable Reports Generate and export custom reports for management or regulatory review. |
Regulatory and internal reporting export available in multiple formats. |
|
Low-latency Order Routing Specialized mechanisms for routing orders in the shortest possible time. |
Specialized low-latency order routing available via EMSX. | |
|
Order Acknowledgment Time Time taken from order send to acknowledgment. |
No information available | |
|
In-flight Order Modification Ability to modify or cancel orders before execution completes. |
In-flight modification/cancellation is standard in the order management workflow. | |
|
Bulk Order Handling Efficient support for block or program trading. |
Block and program trades are supported by EMSX and Portfolio Trading tools. | |
|
Order Sequencing Preserves strict order of message delivery to prevent race conditions. |
Order sequencing/filling is maintained for exchange connectivity. | |
|
Order Persistence Ensures orders are not lost due to network or system failure. |
Bloomberg's OMS/EMS modules include order persistence and recovery mechanisms. | |
|
Trade Drop Copy Support Provides real-time drop copy of executions to back-office and risk systems. |
Drop copy for executions, for both risk and regulatory compliance, is supported. | |
|
Order Throttling Enforces configurable limits on order submission rates. |
Order submission throttling is configurable in enterprise/FIX/EMSX gateways. | |
|
Anomalous Activity Detection Flagging of suspicious or erroneous order flow. |
Bloomberg anomaly detection algorithms are run on transactional/order data for compliance and error monitoring. | |
|
Order Timeout/Expiry Handling Automated expiry or cancellation of unfilled orders. |
Order expiry/cancellation is managed through EMSX, exchange rules, and order handlers. |
|
Low-latency Market Data Feed Handler Specialized systems for ingesting and parsing raw exchange market data. |
Supports low-latency parsing and handling of exchange feeds for prices and quotes. | |
|
Normalized Data Feeds Ability to consume and output market data in standardized formats. |
Normalizes market data (proprietary, FIX, OpenAPI formats supported). | |
|
Multicast/Broadcast Support Efficient data delivery to multiple recipients simultaneously. |
Multicast/broadcast supported in Bloomberg's private line/data center deployments. | |
|
Feed Gap Detection Automatically detects missing or out-of-sequence data packets. |
Feed continuity monitoring with gap/retransmission detection is implemented. | |
|
Snapshot and Incremental Updates Handles both full-depth market snapshots and ticks/updates. |
Snapshots and incremental price updates/ticks are natively handled. | |
|
Dynamic Subscription Management Allows real-time control over subscribed symbols/markets. |
Dynamic real-time symbol/market subscriptions available. | |
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Data Throttling Configurable maximum data delivery rates to client apps. |
Data throttling for feeds/streams is configurable per user/connection. | |
|
Feed Latency Latency from market data generation to receipt by trading engine. |
No information available | |
|
Historical Data Replay Ability to replay market data for backtesting or simulation. |
Bloomberg replay functionality is available for backtesting, simulation, and compliance. | |
|
Market Data Recovery Automated recovery in case of feed disconnection or corruption. |
Market data recovery is available when feeds disconnect or need resync. |
|
24/7 Technical Support Round-the-clock access to vendor technical assistance. |
24/7 support is provided for Bloomberg Terminal clients globally. | |
|
Dedicated Account Manager Assigned representative for personalized support and escalation. |
Dedicated account managers for institutional and enterprise clients. | |
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Onsite Support Availability Option for physical presence of support staff during incidents or upgrades. |
Onsite and remote support options available for major events/incidents. | |
|
Knowledge Base/Documentation Comprehensive and regularly-updated online help resources. |
Extensive knowledge base and documentation via Bloomberg's online support and Terminal help. | |
|
Customer Training Programs Structured onboarding and ongoing user education. |
User training is provided, both at onboarding and ongoing (webinars, personalized sessions, online modules). | |
|
Custom Implementation Services Vendor-led services for bespoke integration/deployment. |
Implementation and integration services available through Bloomberg Professional Services. | |
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Regular Product Updates Scheduled releases of new features and bug fixes. |
Regular product updates with new features/bug fixes are publicized and installed centrally. | |
|
Incident Escalation Procedure Well-defined escalation paths for urgent issues. |
Incident escalation is a part of Bloomberg's enterprise support process. | |
|
SLA Enforcement Processes for tracking and enforcing service level agreements. |
SLAs are contractually enforced and tracked for Bloomberg enterprise clients. | |
|
Root Cause Analysis Provision of root cause analysis on incidents upon request. |
Root cause analysis is provided post-incident, subject to support request/escalation. |
|
Transparent Pricing Model Full clarity into cost structure for infrastructure and add-ons. |
Pricing and cost structures for Bloomberg Terminal are clearly documented and available to clients. | |
|
Pay-as-you-go Option Consumption-based billing, avoiding high upfront commitment. |
No information available | |
|
Tiered Subscription Plans Different service levels/capacities at ascending price points. |
Tiered pricing (single user, multi-user, enterprise) clearly available. | |
|
Volume Discounts Reduced per-unit cost at higher usage or term commitments. |
No information available | |
|
No Lock-in Period Ability to exit or downgrade contracts with minimal penalty. |
No information available | |
|
Free Evaluation/Trial Option to test system performance before full commitment. |
Free trial/evaluation for institutional clients is available on request (sales process). | |
|
Inclusive Support/Upgrades Basic support, maintenance, and updates included in license cost. |
Support and upgrades are included in the standard license/maintenance cost. | |
|
Clear SLA Penalty Clauses Documented credits or penalties when SLA is not met. |
No information available | |
|
Cost Predictability Absence of variable, unpredictable costs. |
Subscription pricing is fixed and well defined, no unpredictable variable costs. | |
|
Usage Analytics for Cost Optimization Reporting tools to help optimize usage and minimize spend. |
Reporting and usage analytics for cost and optimization are available to account administrators. |
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
More Communication Management Systems
More Client Services ...
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Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media. |
Bloomberg Terminal supports communications via email/chat (IB), phone integration (voice), and news feeds. Social media integration is not natively included, but overall, multi-channel support is broad for finance context. | |
|
Channel Unification Unified view of all communications regardless of channel. |
Terminal chat ('IB'), messaging, and integrated data feeds create a unified communication dashboard for financial professionals. | |
|
Channel Switching Ability to switch or escalate conversations between channels seamlessly. |
Users can escalate from chat/text to voice, and Bloomberg facilitates switching between communication modules. | |
|
APIs for Channel Integration Availability of APIs for custom integration with new channels. |
No information available | |
|
Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook). |
No information available | |
|
Third-Party Integration Support for integrating third-party messaging and telephony solutions. |
Integration with third-party messaging and telephony is possible via Bloomberg API and partner integrations. | |
|
Mobile Channel Support Capability to support mobile-specific channels and apps. |
Bloomberg Anywhere offers secure mobile access (iOS/Android), including chat and key communication features. | |
|
Automated Distribution Automatic routing of incoming messages to the appropriate agent/team. |
Bloomberg Terminal automatically routes messages (e.g., IB, EMSX) to appropriate trading desks/roles. | |
|
Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform. |
Agents and traders can initiate outbound communications, including chats, emails, and calls. | |
|
Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel. |
The Bloomberg communications workspace aggregates all chat, emails, and IB messages in one UI. | |
|
Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels. |
No information available |
|
Call Recording Automatic recording of voice interactions. |
Voice trades and calls on Bloomberg Terminal can be automatically recorded where regulatory required. | |
|
Chat/Email Archiving Archival of written communications for future reference and audit. |
Chat, email, and trading communications are archived for compliance purposes. | |
|
Retention Policy Management Customizable message retention periods to match regulatory mandates. |
Bloomberg compliance tools allow setting custom retention to align with regulation. | |
|
Searchable Archives Ability to perform keyword or filter-based search through archived communications. |
Search tools exist for archived chats, messages, and trade confirmations. | |
|
Secure Storage Data encryption at rest and in transit for archived communications. |
Data is encrypted at rest and in transit; Bloomberg maintains high security standards. | |
|
Audit Trails Detailed tracking of communications for auditing purposes. |
Bloomberg maintains full audit trails for compliance, trading, and communication activities. | |
|
Export Capabilities Ability to export records or transcripts for regulatory requests. |
Export of chat, trade history, and message records is a supported compliance feature. | |
|
Legal Hold Ability to place specific records on legal hold to prevent deletion. |
Legal hold is supported for regulatory investigations and audit inquiries on records. | |
|
Data Purging Automation Automated deletion of records based on defined retention policies. |
Data purging and retention automation are configurable within the compliance suite. | |
|
Compliance Certifications Certified compliance with relevant financial or data privacy regulations. |
Bloomberg is certified for a suite of global compliance (e.g., FINRA, SEC, EU regulations). | |
|
Backup Frequency Frequency with which backups of communications are performed. |
No information available |
|
Concurrent User Support Maximum number of users that can operate the system simultaneously. |
No information available | |
|
Message Throughput Number of processed messages per second. |
No information available | |
|
Recording Retention Capacity Total duration or count of recordings that can be stored. |
No information available | |
|
Latency System response time for message delivery or retrieval. |
No information available | |
|
Uptime Guarantee Vendor-promised service availability. |
No information available | |
|
Auto Scaling Ability to automatically scale system resources based on demand. |
Terminal infrastructure is cloud-based and designed for auto scaling during high demand. | |
|
Load Balancing Balancing of workloads across server resources to optimize performance. |
Load balancing across multiple servers ensures high performance globally. | |
|
Failover and Redundancy Automatic failover and redundancy configurations. |
Bloomberg uses redundant systems and failover to ensure continuous service. | |
|
Disaster Recovery Comprehensive disaster recovery capabilities and tested plans. |
Comprehensive disaster recovery is tested, with global data centers and documented plans. | |
|
Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages. |
CDN technologies are used for fast data delivery internationally. |
|
End-to-End Encryption Encryption of data in transit and at rest from sender to receiver. |
Encryption in transit (TLS/SSL) and at rest standard for all communications. | |
|
Multi-Factor Authentication MFA for agent and administrator access. |
Multi-factor authentication is supported for all users and administrators. | |
|
Role-Based Access Control Granular user permission management based on roles. |
Terminal enforces RBAC for different user roles and permissions, e.g., trading, compliance. | |
|
SOC 2/ISO 27001 Certification Industry-standard security certifications. |
SOC 2 and ISO 27001 are listed Bloomberg certifications. | |
|
Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure. |
Terminal can be integrated with enterprise SSO environments. | |
|
Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities. |
Intrusion detection systems are implemented in Bloomberg infrastructure. | |
|
Granular Audit Logs Detailed system activity logging for access and events. |
Comprehensive audit logs are available for security and compliance teams. | |
|
Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing. |
Bloomberg has content filters and DLP tools for sharing and data movement control. | |
|
Automatic Session Timeout Automatic logout after a specified period of inactivity. |
Sessions automatically timeout based on inactivity and configurable firm policy. | |
|
Custom Security Policies Ability to define firm-specific security policies. |
Security policies can be configured at the admin level to fit firm requirements. |
|
Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks. |
. | No information available |
|
Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team. |
. | No information available |
|
Macros and Templates Pre-defined responses or templates for frequent client interactions. |
. | No information available |
|
CRM Integration Native or API-based integration with customer relationship management systems. |
. | No information available |
|
Case Management System for managing open/closed client requests and issues. |
. | No information available |
|
Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform. |
. | No information available |
|
Notifications and Alerts Real-time notifications for new messages or urgent action items. |
. | No information available |
|
Automated Follow-Up Automated reminders or follow-up tasks for pending topics. |
. | No information available |
|
Workflow Customization Ability to define and automate unique workflows or escalation processes. |
. | No information available |
|
Search and Filter Functions Fast, multi-parameter searching and filtering of communication records. |
. | No information available |
|
Client Portal Access Clients can log in to view past correspondence, statements, and open tickets. |
. | No information available |
|
Self-Service Knowledge Base A searchable database of FAQs and support articles. |
. | No information available |
|
Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries. |
. | No information available |
|
Personalization Options Custom greetings, tailored content, and preferences for communication. |
. | No information available |
|
Secure Document Sharing Ability for clients to securely send/receive documents via the platform. |
. | No information available |
|
Response Time SLA Average response time guaranteed for client communications. |
. | No information available |
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Real-Time Status Updates Clients receive real-time updates on the status of their inquiries. |
. | No information available |
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Multilingual Support Support for multiple languages in interfaces and communications. |
. | No information available |
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Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA. |
. | No information available |
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Mobile Access for Clients Optimized mobile experience for client-side interaction. |
. | No information available |
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Open APIs Availability of open APIs for integration with in-house or third-party applications. |
. | No information available |
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Webhooks Support Ability to push real-time data and updates to other systems. |
. | No information available |
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Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms. |
. | No information available |
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Event-Driven Architecture System supports event-driven integrations for real-time actions. |
. | No information available |
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Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats. |
. | No information available |
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Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation. |
. | No information available |
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Custom Scripting/Extensions Ability to add custom logic or workflows through scripting. |
. | No information available |
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Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks. |
. | No information available |
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Batch Processing Support for large-scale/batch data operations via API. |
. | No information available |
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Integration Rate Limits Maximum API calls allowed per hour. |
. | No information available |
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Real-Time Dashboards Live reporting on key communications metrics. |
. | No information available |
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Custom Report Builder Creation of ad-hoc or scheduled custom reports. |
. | No information available |
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Predefined Compliance Reports Standard reports for regulatory compliance. |
. | No information available |
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Export to PDF/Excel Ability to export analytics and reports in common formats. |
. | No information available |
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Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate). |
. | No information available |
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Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings. |
. | No information available |
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Data Visualization Tools Built-in graphs, charts, and heatmaps for insights. |
. | No information available |
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Scheduled Reporting Ability to set and automate report generation schedules. |
. | No information available |
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Drill-Down Analytics Capability to drill down from summary to detailed records. |
. | No information available |
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Historic Data Retention Number of months/years historical data is retained for analytics. |
. | No information available |
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AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills. |
. | No information available |
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Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time. |
. | No information available |
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Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis. |
. | No information available |
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Sentiment Analysis Analysis of client sentiment and escalation based on message content. |
. | No information available |
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Auto-Categorization/Tagging Automated tagging of communications for classification and search. |
. | No information available |
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Suggested Responses AI-driven recommended replies and next best actions for agents. |
. | No information available |
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Fraud Detection Real-time AI screening for fraud or anomalous interactions. |
. | No information available |
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Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission). |
. | No information available |
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Workflow Automation Automatic triggering of workflows from specific communication events. |
. | No information available |
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Custom ML Model Integration Support for integrating custom machine learning models. |
. | No information available |
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Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts. |
. | No information available |
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Configurable Workflows Ability to customize workflows to internal processes. |
. | No information available |
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Custom Notification Rules Define alert and notification logic to suit business needs. |
. | No information available |
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Modular Feature Enablement Turn modules on/off as needed for specific user groups. |
. | No information available |
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Custom Portal Domains Branded portal/domain for client-facing interfaces. |
. | No information available |
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Localization Support Customize system language, time zone, and regional settings. |
. | No information available |
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Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage. |
. | No information available |
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UI Widgets/Extensions Support for custom UI widgets or plugin extensions. |
. | No information available |
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White-labeling Options Remove vendor branding for full white-label deployment. |
. | No information available |
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Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms. |
. | No information available |
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24/7 Support Availability Access to live support at all times. |
. | No information available |
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Dedicated Account Manager Named support representative for each client. |
. | No information available |
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Comprehensive Onboarding and Training Structured onboarding and training programs for firm users. |
. | No information available |
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User Community/Forums Online user communities for knowledge sharing. |
. | No information available |
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Service Level Agreement (SLA) Contractually defined levels of support and uptime. |
. | No information available |
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Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides. |
. | No information available |
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Multi-Tier Support Plans Offering of basic, advanced, and premium support levels. |
. | No information available |
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Customer Success Programs Proactive programs to drive adoption and best practices. |
. | No information available |
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Regular Product Updates Frequent enhancements and bug fixes. |
. | No information available |
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Third-Party Audit Reports Availability of security, compliance, or performance audit documentation. |
. | No information available |
Quantitative systems identifying and exploiting price discrepancies between related securities through mathematical models and high-speed execution.
More Statistical Arbitrage Platforms
More Market Making/Proprietary Trading ...
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Multi-Asset Support Ability to operate on equities, options, futures, FX, and other asset classes. |
Bloomberg Terminal provides global market coverage across equities, options, futures, FX, and fixed income as part of its core platform. | |
|
Mean Reversion Models Incorporation of mean reversion strategies in model library. |
Mean reversion models are included as part of Bloomberg's strategy tools and model libraries. | |
|
Pairs and Basket Trading Support Allows formation and trading of pairs or baskets to exploit relative price movements. |
Bloomberg Terminal supports pairs and basket trading, as per its analytics and trading documentation. | |
|
Cointegration Testing Built-in functions for statistical testing of cointegrated securities. |
Cointegration testing is available within Bloomberg Terminal's quantitative tools suite. | |
|
Automated Signal Generation Automatic generation of buy/sell signals based on pre-set mathematical criteria. |
Automated signal generation is available through Bloomberg's trading and analytics modules. | |
|
Custom Model Implementation Ability to create and integrate custom mathematical/statistical models. |
Users can implement custom models via Bloomberg's Quant Platform and Excel integration. | |
|
Alpha Factor Library Library of pre-built alphas for immediate deployment and testing. |
Bloomberg offers a library of pre-built alpha factors and quantitative strategies. | |
|
Backtesting Framework Integrated environment to test models on historical data. |
Backtesting framework exists within Bloomberg's portfolio analytics and strategy sections. | |
|
Parameter Optimization Tools Automated tools for hyperparameter and meta-parameter optimization. |
Parameter optimization tools are accessible within Bloomberg’s statistics and modeling suites. | |
|
Real-Time Portfolio Analytics Instant calculation of P&L, exposures, and risk metrics. |
The Terminal provides real-time portfolio analytics including exposures and risk metrics. |
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Low Latency Order Routing Milliseconds or microseconds order delivery to the exchange or liquidity provider. |
No information available | |
|
Smart Order Routing Intelligent splitting and routing of orders for optimal fills across venues. |
Smart order routing is a core feature of Bloomberg EMSX, splitting large trades across venues. | |
|
Direct Market Access (DMA) Direct connectivity to exchanges for faster order processing. |
Direct Market Access with exchange connectivity is supported via Bloomberg EMSX and TSOX. | |
|
Colocation Support Physical operation near exchange data centers for minimal transmission times. |
No information available | |
|
Order Throttling Controls to manage and rate-limit outgoing order flow. |
Order throttling controls are available in Bloomberg EMSX for compliance and trading needs. | |
|
Order Types Supported Diversity in supported order types: limit, market, IOC, FOK, pegged, etc. |
No information available | |
|
Transactional Resiliency Ability to recover from failed orders or system outages without loss. |
Transactional resiliency is built into Bloomberg’s order and trading infrastructure, including automatic recovery. | |
|
Trade Capacity Maximum number of trades per second platform can sustain. |
No information available | |
|
Atomic Order Management Ensures atomicity and consistency in order books and trade records. |
Orders and execution are managed atomically and consistently in trade records, as per compliance requirements. | |
|
FIX API Support Support for Financial Information eXchange (FIX) protocol for streamlined communication. |
FIX API is supported for order and data integration (EMSX API, BPipe). |
|
Real-Time Market Data Feed Access to live ticker, order book, and trade data from exchanges. |
Real-time market data feeds are a foundational element of Bloomberg Terminal. | |
|
Historical Tick Data Repository and retrieval tools for historical high-frequency data. |
Historical tick data is available for backtesting and analysis, covering decades of markets. | |
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Alternative Data Integration Support for third-party or alternative data sets (news, sentiment, etc.). |
Alternative data sets (news sentiment, global datasets) are deeply integrated into the Terminal. | |
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Low Latency Data Processing Processing delay for ingesting live data streams. |
No information available | |
|
Order Book Depth Storage Depth of market (DOM) levels that can be stored and analyzed. |
No information available | |
|
Reference Data Synchronization Automatic updates and reconciliations of reference/metadata. |
Reference and master data is synchronized automatically with Bloomberg sources. | |
|
Corporate Actions Handling Automatic processing and adjustment for splits, dividends, etc. |
Corporate actions (splits, dividends) are automatically processed and reflected in analytics. | |
|
Data Quality Controls Built-in mechanisms for cleansing and validating incoming data. |
Data quality controls, cleansing, and validation routines are standard for all Bloomberg feeds. | |
|
Data Latency Average time to access/use new market data. |
No information available | |
|
Time Synchronization Precision of time alignment across all system components. |
No information available |
|
Pre-Trade Risk Checks Verification of margins, limits, and compliance before trade execution. |
Pre-trade risk checks for limits and compliance are standard on Bloomberg EMSX and trading tools. | |
|
Post-Trade Risk Analytics Computation and reporting of risk metrics after each transaction. |
Post-trade risk analytics are provided in the terminal reporting suite. | |
|
Position Limits Customizable maximum position exposure per security/portfolio. |
No information available | |
|
Real-Time VaR Calculation On-the-fly Value at Risk calculation based on current holdings. |
Real-time VaR analytics and dashboards exist in the portfolio/risk modules. | |
|
Stress Testing Simulated extreme scenarios to test platform resilience. |
Stress testing of portfolios is a supported function in Bloomberg risk analytics. | |
|
Order Size Controls Restrictions to maximum/minimum size of individual orders. |
Order size controls are part of pre-trade checks and compliance tooling. | |
|
Automated Kill Switches Automated halting of trading based on predefined risk metrics triggers. |
Kill switches and automated halting on risk breaches are available to terminal users. | |
|
Real-Time Exposure Monitoring Dynamic calculation of net/gross exposures by asset/market. |
Real-time exposure monitoring is provided by Bloomberg's analytics tools. | |
|
Credit Controls Limits on exposure to counterparties and trading venues. |
Credit and counterparty controls are available for prime brokers and internal risk frameworks. | |
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Intraday Margin Monitoring Continuous tracking of collateral requirements and intraday margin calls. |
Intraday margin monitoring and collateral tracking supported. |
|
Integrated Development Environment (IDE) Built-in code editors, debugging tools, and version control for strategy development. |
Integrated development environments (IDE) are accessible via Bloomberg Quant and Terminals’ Excel/APIs. | |
|
Scripting Language Support Support for Python, C++, R, or proprietary scripting for model creation. |
Support for Python (via Bloomberg API), C++, and more; scripting is core to quantitative strategies. | |
|
Simulated Trading Environment Ability to run strategies in a risk-free sandbox environment using live or historical data. |
Simulated trading (paper trading) is available via test environments. | |
|
Hot Swap Deployment Instant strategy deployment without bringing down the trading engine. |
No information available | |
|
Version Control Integration Tracking and roll-back of strategy code for audit and collaboration. |
Version control for code and models is available, especially via BLOOMBERG's integration with enterprise tools. | |
|
Automated Regression Testing Automatic running of test cases for new model changes. |
No information available | |
|
Parameter Sweeping Tools Automated exploration of parameter spaces to optimize strategy performance. |
No information available | |
|
Logging and Diagnostics Detailed logs for debugging and analysis of strategy behavior. |
Detailed logging and diagnostics are available through terminal audit/logging tools. | |
|
Code Auditing Automated/static checks on strategy code for known issues or infractions. |
No information available | |
|
API for External Libraries Ability to integrate and call third-party mathematical/statistical libraries. |
Bloomberg API supports integration with external Python, R, and mathematical libraries. |
|
Real-Time Position Tracking Up-to-the-millisecond updates on all open and closed positions. |
Real-time position updates are core to Bloomberg Terminal's portfolio management. | |
|
Portfolio Rebalancing Automatic adjustment of positions to maintain target allocations. |
Portfolio rebalancing toolkits are available within portfolio analytics modules. | |
|
Multi-Account Support Manage portfolios and strategies across several brokerage or proprietary accounts. |
Multi-account management is natively supported for institutions and asset managers. | |
|
Intraday and End-of-Day Reports Customizable reporting on performance, P&L, and risk. |
Customizable intraday and end-of-day reports are supported. | |
|
Cash Management Tools Forecasting and allocation of capital across portfolios and strategies. |
Cash management and forecasting tools are integral to portfolio analytics. | |
|
Automated Reconciliation Automatic reconciling of internal books with clearing and prime brokers. |
Automated reconciliation is offered for institutions via Bloomberg Post-Trade solutions and standard modules. | |
|
Manual Trade Adjustments Facility for operators to manually adjust erroneous trades or positions. |
Manual trade adjustment capabilities exist for trade correction workflows. | |
|
Cross-Currency Portfolio Valuation Real-time valuation of international/multicurrency portfolios. |
Cross-currency, multicurrency valuations are standard in global portfolio analytics. | |
|
Leverage Monitoring Track and WARN on portfolio leverage limits. |
Leverage and margin monitoring tools are present in analytics and dashboards. | |
|
P&L Attribution Breakdown of profit/loss by strategy, security, or risk factor. |
P&L attribution tools are standard in portfolio analytics modules. |
|
Broker API Support Direct interface for major broker API integration (IB, FIX, REST, Websocket, etc). |
Direct integration with major broker APIs (IB, FIX, REST) is supported. | |
|
Exchange Integration Native connectivity or adapters for all major exchanges. |
Bloomberg offers direct and adapter-based exchange connectivity. | |
|
Webhooks for Event Handling Outgoing notifications for key events/triggers via webhooks. |
Webhooks and event notifications are supported for key events and workflows. | |
|
Custom Plug-in Support Ability to extend platform via custom plug-ins or adapters. |
Custom plug-in and extension support provided via Bloomberg Enterprise API and SDK tools. | |
|
OMS/EMS Integration Seamless integration with Order/Execution Management Systems. |
Full OMS/EMS integration capability is built into Bloomberg Enterprise Services. | |
|
Authentication & API Key Management Robust handling for secure external connection management. |
Robust API management, authentication, and connection security are core to Bloomberg API/EMSX. | |
|
API Rate Limits Monitoring Track and report on approach to broker/API rate limits. |
API rate limit monitoring is provided to ensure compliance with broker/exchange requirements. | |
|
Automated Failover Automatic rerouting to backup connections on failure. |
Automatic failover and reroute to backup connections is available for critical trading components. | |
|
Streaming and REST Data Feed APIs Both streaming and request/response data feeds supported. |
Both streaming and REST APIs are provided for market and reference data. | |
|
Custom Order Routing Rules Ability to set up rules for choosing routing paths for orders based on flexible conditions. |
Customizable order routing rules can be set in Bloomberg's EMSX EMS/OMS. |
|
Real-Time Strategy Performance Dashboard Live display of key strategy KPIs, statistics, and charts. |
Real-time strategy dashboards and performance analytics provided by Bloomberg (Customizable dashboards). | |
|
System Health Monitoring Automatic tracking and reporting of component/system health. |
System health monitoring and diagnostics are part of Bloomberg Enterprise offerings. | |
|
Custom Alert Thresholds User-defined triggers for alerts on performance, latency, or errors. |
User-defined alert/threshold configuration is supported for performance, risk, and operational events. | |
|
Trade Execution Monitoring Live tracking and reporting on trades, fills, and order status. |
Live trade execution monitoring is available throughout the trading workflow. | |
|
Latency Monitoring Tracking and alerting on order/data processing latencies. |
Detailed latency monitoring and reporting tools are available for enterprise deployments. | |
|
Connectivity Alerts Instant notification for connection losses or route failures. |
Bloomberg alerts for connection losses are supported (e.g., via Terminal or infrastructure monitoring). | |
|
Audit Trail Logging Complete record of system and user actions/events for review. |
Audit trail logging is available for trades and system/user activity. | |
|
External Alert Integrations Integration with SMS, email, Slack, or incident response tools. |
Integration with email/SMS/Slack for alerting is offered via Bloomberg Enterprise services. | |
|
Operator Dashboard A dedicated real-time dashboard for NOC or ops team. |
Operator dashboards are present within Bloomberg's real-time monitoring suites. | |
|
Automated Remediation Actions Pre-defined automated actions on alert trigger (e.g., halt trading, rebalance, notify ops). |
Automated remediation on alert (e.g., auto-halt or rebalance) can be configured via enterprise workflow tools. |
|
Trade Surveillance Automatic monitoring for potential market abuse or manipulative practices. |
Trade surveillance and market abuse detection tools are available for compliance. | |
|
Audit Logging Immutable logs of all trading activity, user access, model changes. |
Immutable audit logs are maintained for trading, access, and model changes. | |
|
Regulatory Reporting Interfaces Automated export/formatting for MiFID, Dodd-Frank, CAT, or equivalent. |
Regulatory reporting modules for MiFID, Dodd-Frank, CAT, etc. are present. | |
|
User Access Controls Granular roles/permissions for platform features and data. |
Granular user access control, roles, and permissions are supported. | |
|
Model Change Approval Workflow Formal process for reviewing and approving model changes before deployment. |
No information available | |
|
Data Retention Management Customizable policies and automation for record retention. |
Customizable retention periods and data archival are supported for compliance. | |
|
Real-Time Regulatory Rule Engines Real-time screening of trades and strategies against compliance checklists. |
Real-time compliance, fraud screening, and rule engines are available in regulatory modules. | |
|
Secure Data Storage Encryption and secure backup of all sensitive trade and user data. |
All sensitive trade and user data on Bloomberg systems is encrypted and securely backed up. | |
|
Change Management Logs Full tracking of infrastructure and configuration changes. |
Change management and audit logs are available for infrastructure/configuration. | |
|
Broker/Exchange Certification Tracking Maintain records of compliance, certification, and operational status for all counterparties. |
Bloomberg tracks broker and exchange certifications for compliance reporting. |
|
Horizontal Scalability Ability to add servers/instances to increase throughput/load. |
Bloomberg infrastructure is horizontally scalable for enterprise clients. | |
|
Load Balancing Support Distributes execution and data processing across multiple resources. |
Load balancing support is deployed for high-capacity and high-availability clients. | |
|
Clustered Failover Automatic failover to hot/warm backup system on fault. |
Clustered failover and disaster recovery are supported by Bloomberg for institution-grade deployments. | |
|
Disaster Recovery Geographically dispersed backup and restore procedures. |
Disaster recovery and geographic redundancy are standard for Bloomberg enterprise offerings. | |
|
Uptime SLA Guaranteed percentage operational uptime. |
No information available | |
|
Peak Load Throughput Maximum platform capacity during periods of highest activity. |
No information available | |
|
Auto-Scaling Automatic scaling of resources based on trading volume or demand spikes. |
Auto-scaling for resources is supported in Bloomberg's enterprise deployment models. | |
|
Stateless Microservices Architecture Services run independently, reducing points of failure. |
No information available | |
|
Database Replication Data redundancy and read/write resilience via live replication. |
Database replication is used for reliability and performance throughout Bloomberg infrastructure. | |
|
Rolling Upgrade Capability System updates with no significant downtime or interruptions. |
Rolling upgrades and zero-downtime deployments are practiced by Bloomberg in mission-critical infrastructure management. |
|
Customizable Dashboards User-configurable displays of key metrics, performance, risk, and alerts. |
Highly customizable dashboards are available for metrics, risk, and P&L display. | |
|
Mobile Access Secure web or mobile app for on-the-go monitoring. |
Mobile apps and secure remote access are provided for Bloomberg Terminal users. | |
|
Real-Time Data Visualization Dynamic visualization of trades, order books, and statistics. |
Dynamic, real-time data visualization of order books, trades, and charts is available. | |
|
Private/Public Reporting Links Shareable reports with configurable access for stakeholders. |
Reporting links for both internal and external sharing can be created and permissions managed. | |
|
Exportable Reports PDF, Excel, or CSV export of all key trade/risk/performance reports. |
Reports can be exported in PDF/Excel/CSV from the Terminal. | |
|
User Preferences and Themes Personalization options for interface layout, color schemes, etc. |
User preferences, saved layouts, and interface customization are available (themes, etc). | |
|
Advanced Charting Tools Integration of professional charting and technical analysis libraries. |
Advanced charting and technical analysis tools are built into Bloomberg Terminal. | |
|
Role-Based Views Different interfaces and permissions based on the user profile. |
Role-based views and permissions allow multiple user profiles and access policies. | |
|
Language/Localization Support for multilingual and regional settings. |
Global language support and localization options exist within Bloomberg Terminal. | |
|
Accessibility Compliance Adherence to accessibility standards (WCAG, Section 508, etc.). |
Bloomberg provides accessibility features to help comply with WCAG and similar standards. |
Ultra-low latency hardware and software combinations designed for executing large numbers of orders at extremely high speeds with minimal delay.
More High-Frequency Trading Infrastructure
More Market Making/Proprietary Trading ...
|
Deterministic Latency The predictability and consistency of message delivery times across the network. |
No information available | |
|
Direct Market Access (DMA) Enables direct access to market books and order routing, bypassing intermediaries. |
Bloomberg Terminal supports DMA for various markets through Bloomberg EMSX or via FIX connectivity with brokers. | |
|
Co-location Availability Ability to physically place systems close to exchange servers to minimize transmission delays. |
No information available | |
|
Bandwidth Capacity Maximum data transfer rate supported by the network infrastructure. |
No information available | |
|
Multiple Connectivity Options Support for various connectivity types (fiber, wireless, microwave, etc.) for redundancy and performance. |
Bloomberg supports multiple connectivity options including leased line, internet, and wireless. | |
|
Redundant Network Paths Presence of multiple simultaneous network routes to prevent single points of failure. |
Redundant network infrastructure is a standard part of Bloomberg's resilient service. | |
|
Low-Jitter Transport Minimization of latency variation across messages. |
No information available | |
|
Packet Loss Mitigation Mechanisms in place to reduce or handle network packet loss. |
Enterprise-level packet loss mitigation mechanisms used in Bloomberg's global network and infrastructure. | |
|
Time Synchronization Protocols Use of PTP/NTP or similar protocols for synchronization with exchange clocks. |
No information available | |
|
Exchange Certified Connectivity Compliance with exchange-mandated network standards for direct trading access. |
Has exchange-certified connectivity for direct trading access via EMSX and FIX. | |
|
Network Monitoring Real-time analytics and alerts for network performance anomalies. |
Network monitoring and performance analytics via Bloomberg network operations. | |
|
Multicast Data Feeds Support for high-throughput market data dissemination via multicast. |
Supports multicast feeds for market data distribution to clients. | |
|
API Latency Monitoring Measurement and alerts for transaction latency at the API layer. |
Provides API latency monitoring through API toolkits and analytics tools. |
|
Sub-millisecond Order Processing Ability to receive, process, and respond to orders in under 1 ms. |
No information available | |
|
Smart Order Routing (SOR) Dynamic routing algorithms to find best prices/liquidity across venues. |
The Terminal provides Smart Order Routing via EMSX for multi-venue best execution. | |
|
Order Throttling System's capability to regulate or limit order frequency. |
Order throttling and risk checks enforced by both Bloomberg and broker-side configurations. | |
|
Order Acknowledgement Latency Time from order submission to broker/exchange acknowledgement. |
No information available | |
|
Bulk Order Management Can handle high volumes of simultaneous orders/updates. |
Handles bulk order and basket trading for high-frequency/portfolio workflows. | |
|
Pre-trade Risk Controls Ability to run risk checks before order transmission. |
Pre-trade risk controls are a core EMSX and Terminal feature. | |
|
Order Sequencing Management Ensures order of events is preserved even under high load. |
No information available | |
|
Exchange-Specific Protocol Support Compatibility with various exchange APIs and protocols. |
Supports a wide range of exchange-specific APIs and protocols via integration. | |
|
Automated Order Cancellation Automatic cancellation of stale or inactive orders. |
Automated order cancellation for stale/inactive/blown-through orders is supported. | |
|
Advanced Order Types Support for complex order types (iceberg, peg, etc.). |
Supports advanced order types such as iceberg, conditional, and pegged orders. | |
|
Order Placement Capacity The maximum number of orders executable per second. |
No information available | |
|
Customizable Latency Alerts User-configurable alerts for order execution delays. |
Configurable latency/execution alerts available in EMSX, FIX, and related tools. |
|
Direct Feed Integration Direct access to raw exchange data feeds without intermediaries. |
Terminal supports direct/raw exchange data feeds via BPIPE and Bloomberg feed APIs. | |
|
Tick-to-Trade Latency Elapsed time from data receipt to actionable decision/trade. |
No information available | |
|
Data Normalization Ability to convert multiple data formats into a unified schema. |
Normalization to Bloomberg's unified schema is a core feature. | |
|
Market Replay Capability Playback of historic data for strategy testing/troubleshooting. |
Market Replay tools available for select data and strategies. | |
|
Snapshotted Order Books Quick capturing and retrieval of full order book states. |
Order book snapshots and comprehensive market depth are supported. | |
|
Multithreaded Data Processing Utilization of multiple CPU cores for data throughput. |
Bloomberg Terminal takes advantage of multithreaded processing in its software. | |
|
Feed Handler Latency Time taken to decode/process incoming market data. |
No information available | |
|
Multicast/Broadcast Support Support for both multicast and broadcast data delivery. |
Supports both multicast and broadcast market data delivery. | |
|
Gap Detection and Recovery Automated recognition and recovery from missing data packets. |
No information available | |
|
Incremental Update Handling Efficient handling of incremental vs. full market updates. |
Efficient incremental and full book handling for market updates. | |
|
Timestamp Precision Granularity of attached timestamps. |
No information available | |
|
Depth of Book Support Number of order book levels handled. |
No information available |
|
FPGA Acceleration Support for using field programmable gate arrays for ultra-fast data processing and order handling. |
No information available | |
|
Kernel Bypass Technologies Usage of technologies (e.g., Solarflare/OpenOnload, DPDK) for OS-bypass networking. |
No information available | |
|
Custom NICs (Network Interface Cards) Availability of programmable or ultra-low latency network cards. |
No information available | |
|
CPU Affinity Controls Binding critical processes to specific CPU cores for consistency. |
No information available | |
|
Real-Time Operating System Support Ability to run on real-time or low-latency tuned OS distributions. |
No information available | |
|
Hardware Timestamping Timestamping at the NIC or hardware level for enhanced precision. |
No information available | |
|
Core Clock Speed Measured processor speed for latency-sensitive tasks. |
No information available | |
|
Thermal Management Features to monitor and control system temperatures under load. |
No information available | |
|
DRAM Latency Memory access time measured for system RAM. |
No information available | |
|
PCIe Bandwidth The speed of communication between RAM, CPU, and peripherals. |
No information available | |
|
Server Redundancy Parallel hardware servers for fault-tolerance. |
System architectures are built for redundancy and high availability. | |
|
Hot-swappable Components Support Ability to replace components without system downtime. |
No information available |
|
Low-Overhead OS Configuration Availability of OS options tuned to minimize process and networking latency. |
No information available | |
|
Real-time Scheduling Policies Support for high-priority, deadline-based thread scheduling. |
No information available | |
|
Bare Metal/Containerization Support Deployment on dedicated hardware or via lightweight containerization. |
Deployment options for on-premise, hosted, and container-based deployments in some environments. | |
|
Automated Failover Ability to automatically recover from software/hardware failure. |
Bloomberg service and client tools support automated failover for network and infrastructure. | |
|
Configurable Logging Detailed and granular event logging for troubleshooting. |
Detailed and configurable logging is standard in the Terminal and Bloomberg APIs. | |
|
Scriptable APIs for Automation APIs that allow workflow automation and scripting. |
APIs are scriptable for automation in scripting languages such as Python and VBA. | |
|
Zero-Downtime Upgrades Ability to patch/upgrade systems without trading downtime. |
Upgrades and patches occur seamlessly without user downtime. | |
|
Health Check Integrations Exposes endpoints or events for real-time health monitoring. |
System exposes health check endpoints/events, and allows external monitoring. | |
|
Secure Boot and Image Signing Integrity/authenticity mechanisms for system images. |
No information available | |
|
Remote Management Tools Secure remote configuration, monitoring, and management. |
Remote management, deployment, and support are core Bloomberg service offerings. | |
|
Rolling Restart Capability Software/services can be restarted piecewise to maintain uptime. |
Bloomberg can restart/update services in a rolling manner with no loss of uptime. |
|
Role-Based Access Control (RBAC) Fine-grained user and permission management. |
Role-based access and permissioning is a standard aspect of Bloomberg Terminal administration. | |
|
Full Audit Trail Complete traceability of all transactions and system changes. |
Full audit trails available; all user, data, and order actions are tracked. | |
|
TLS/SSL Data Encryption End-to-end encryption of data-in-motion. |
All network and user traffic is encrypted; TLS is standard. | |
|
DDoS Protection Defenses against distributed denial-of-service attacks. |
Included in Bloomberg's enterprise service is DDoS mitigation. | |
|
Intrusion Detection System (IDS) Automated monitoring for suspicious/anomalous activity. |
Security operations center monitors for intrusion and anomalous activity. | |
|
Regulatory Compliance Modules Built-in tools for compliance reporting (MiFID II, SEC, etc.). |
Regulatory compliance tools/modules provided for MiFID II, SEC, etc. | |
|
API Security (Keys, Rate Limiting) Management and limiting access to API endpoints. |
API security implemented via keys, rate limiting, and granular permissions. | |
|
Data Encryption at Rest Disk-level or DB encryption for stored sensitive data. |
Data at rest encryption is available for terminals and Bloomberg data centers. | |
|
Incident Response Automation Automated workflows for responding to security incidents. |
Automated incident response capabilities for security events. | |
|
Physical Security Controls Safeguards for hardware access in data centers. |
Physical access to Bloomberg hardware/data centers is highly restricted and monitored. | |
|
Regular Security Audits Routine penetration and configuration audits. |
Regular security audits, penetration tests, and security reviews are performed. |
|
Real-time Margin Calculations Continuous assessment of portfolio and per-trade margin requirements. |
Features for real-time margin calculations and risk reporting provided for trading modules. | |
|
Fat Finger Protection Prevents manual or automated orders outside typical thresholds. |
Fat finger protection enforced through order size/price blocking and overlays. | |
|
Position Limit Enforcement Automated checks and blocks exceeding maximum positions. |
Automated position limit enforcement via pre-trade and post-trade compliance checks. | |
|
Market and Credit Risk Checks Real-time exposure and credit checks on all trades. |
Market and credit risk checks executed live for every trade when using EMSX and buy-side tools. | |
|
Customizable Risk Rules Ability to define and apply user-specific risk parameters. |
Users can set and enforce custom risk rules and parameters at multiple levels. | |
|
Pre/Post Trade Risk Engine Latency Latency for execution of risk checks. |
No information available | |
|
Alerting for Breach of Limits Alerts for first or full breach of pre-set limits. |
Alerts/notifications are issued for breaches of trading/risk limits. | |
|
Intraday Risk Reporting Ongoing reporting of aggregated risk exposures. |
Intraday and real-time risk reports available for all covered asset classes. | |
|
Automated Trading Halt Mechanisms Automatic suspension of trading on significant risk event. |
Trading can be suspended automatically in the event of risk overrides or market events. | |
|
Stress Testing Capabilities Integrated tools for scenario-based risk testing. |
Stress/scenario testing is provided for both pre-trade and post-trade risk. |
|
Algorithmic Strategy SDKs Software development kits/frameworks for rapid algo creation. |
No information available | |
|
In-memory Backtesting Engine Ultra-fast, RAM-based simulation of trading strategies using historical/live data. |
No information available | |
|
Replay of Production Data Testing with exact production environment data. |
Market replay and production data simulation available for testing and backtesting. | |
|
Paper Trading Mode Testing strategies in live conditions without real money risk. |
Paper trading and simulated trading environments are supported. | |
|
Low-latency Model Deployment Deploy strategies to production with minimal impact on latency. |
No information available | |
|
Parallel Simulation Runs Simultaneously test multiple strategy variations. |
No information available | |
|
Strategy Parameter Optimization Automated parameter sweeps for optimization. |
No information available | |
|
Real-time P&L Tracking Instantaneous reporting of simulated and actual performance. |
Real-time P&L tracking dashboards for live and simulated portfolios/trades. | |
|
Simulation Throughput Number of trades or days simulated per second. |
No information available | |
|
Custom Analytics/Reporting Built-in or configurable post-simulation analytics. |
Advanced analytics and customizable reporting available post-simulation and post-trade. |
|
Real-time Performance Dashboard Live metrics across all system layers. |
Live performance dashboards for portfolios, risk, and trading activity. | |
|
Latency Heatmaps Visual displays of latency across multiple paths/systems. |
Latency and transaction heatmaps available for system monitoring. | |
|
Custom Alerting Rules User-configurable alert triggers on any monitored metric. |
Custom alerting for latency, risk, compliance, and user performance metrics. | |
|
Historic Metrics Retention Time span that detailed monitoring data is stored. |
No information available | |
|
Business/Trading Analytics Profitability, order fill rates, and loss events tracked and reported. |
Business, trading, and compliance analytics are a major component of the offering. | |
|
Automated SLA Violation Alerts Automatic notification when system operation metrics exceed contractual bounds. |
Automated alerts for SLA/operational standard violations provided to clients. | |
|
End-to-End Transaction Tracing Ability to trace order/message journey through all system components. |
End-to-end transaction tracing, from order entry to execution, is available. | |
|
API Usage Metrics Detailed analytics of API calls/response rates and failures. |
API usage analytics and logs are available to clients and compliance. | |
|
Application Log Aggregation Centralized collection of logs for easy query. |
Application and system-level logs are aggregated for compliance and operations. | |
|
Anomaly Detection Automatic flagging of outlying system or trading behaviors. |
Bloomberg's analytics tools include anomaly detection for system and trading activity. |
|
Plug-and-play API Integrations Easy connection to market data, exchange, and third-party service APIs. |
Extensive APIs available for integration with exchange/marketdata/third-party systems. | |
|
Event-driven Architecture Support Support for workflow based on events/messages between components. |
Event-driven workflow supported via Bloomberg APIs and integration patterns. | |
|
Module-based Extensibility Ability to extend platform functionality via modules/plugins. |
Bloomberg software allows for modular plugin and extensibility. | |
|
Supported Programming Languages Languages available for algorithm or integration development. |
No information available | |
|
Third-party Library Support Capability to leverage external/lib community software. |
Third-party library and community tool integration supported via API. | |
|
Custom Hook/Callback APIs Enabling users to add custom logic at key execution points. |
APIs support custom logic injection and event callbacks. | |
|
Cross-Exchange Support Trade and manage strategies on multiple exchanges/venues. |
Cross-venue and multi-exchange support for trading and analytics. | |
|
Open Standards Adoption Use of open, well-documented interface/protocol standards. |
Supports open standards (FIX, FpML, etc) throughout the platform. | |
|
Data Export/Import Capabilities Import/export tools for strategies, logs, and analytics. |
Import/export of trades, analytics, logs, and strategies via Terminal/Enterprise API. | |
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Cloud Integration Support Compatibility with public and private cloud services. |
Bloomberg's Enterprise solutions include native cloud and hybrid deployment support. |
|
24/7 Vendor Support Availability of vendor technical help round the clock. |
Vendor offers global 24/7 support, with local, regional and global teams. | |
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Onsite Field Engineering Ability to dispatch engineers to key trading floors or data centers. |
Onsite engineering services available for key clients and operations. | |
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Hotfix and Patch SLA Guaranteed issue resolution/patch time frame. |
No information available | |
|
Training and Certification Programs Offerings to upskill client teams on the technology. |
Offers training, certification, and onboarding for clients' teams. | |
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Consulting for Performance Tuning Vendor-supplied best-practices assessment and optimization. |
Provides consulting and performance tuning for trading, connectivity, and analytics. | |
|
Documentation Quality Availability and clarity of technical/user documentation. |
Extensive and well-maintained documentation is a hallmark of Bloomberg's technical support. | |
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Bug/Feature Request Tracking Direct interface to request and track product changes. |
Bug and feature request tracking portals available to clients. | |
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Community/Forum Access Access to peer support and user community. |
Active client and developer forums/community for peer support. | |
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Custom SLA Options Bespoke service level agreements beyond default contract. |
Custom SLA negotiations are possible for enterprise clients. | |
|
Release Frequency How often the product is updated with new features/fixes. |
No information available |
Comprehensive systems that identify, assess, and manage various types of enterprise risks, including operational, reputational, strategic, and financial risks across the organization.
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Multi-source data ingestion Ability to import data from multiple structured and unstructured sources. |
Bloomberg Terminal can ingest data from a vast range of structured (e.g., market feeds) and unstructured sources (news, research reports), evidenced by its integrated analytics and data platform. | |
|
Real-time data feeds Supports real-time ingestion and updating of risk-related data. |
Real-time data feeds are core to Bloomberg's offering. Terminal provides real-time pricing, news, and updates. | |
|
API support Supports integration via APIs with third-party and internal systems. |
Bloomberg offers API support (Bloomberg API and B-Pipe), documented on their developer site. | |
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Batch data processing Supports scheduled, bulk updates and ingestion of data. |
Batch data processing is available via scheduled report and data exports (including Bloomberg Data License). | |
|
Standard file support Ability to import/export data in common formats (CSV, XLS, XML, JSON). |
Supports standard formats (CSV, Excel, XML, JSON) through export/import functions. | |
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Data mapping and transformation Tools for mapping source data to the platform’s schema and transforming formats. |
Data transformation/mapping tools are available via Bloomberg Excel tools and integration interfaces. | |
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Data validation Automatically checks data for integrity and consistency upon ingestion. |
Bloomberg validates incoming data, visible in error reporting and data integrity tools. | |
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ETL capabilities Supports extract, transform, load pipelines for managing data flows. |
ETL pipelines are supported through Bloomberg Data License and API solutions. | |
|
Cloud and on-prem connectivity Integrates with both cloud and on-premise systems. |
Bloomberg Terminal connects to cloud (various integrations) and can be deployed in corporate on-prem environments. | |
|
Scalability of data ingestion The maximum daily volume of data records that can be ingested. |
No information available |
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Market risk calculation Ability to model and calculate exposure to market risks (e.g., VaR, stress tests). |
Bloomberg supports market risk calculations, including VaR and stress scenario modeling through PORT and other analytics. | |
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Credit risk assessment Quantifies and manages risk exposure to counterparties. |
Credit risk assessment is supported with analytic modules and credit risk data feeds. | |
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Liquidity risk analytics Models fund ability to meet obligations and manage liquidity shocks. |
Liquidity analysis tools are available to model fund/liquidity risk in the Terminal's portfolio and risk modules. | |
|
Operational risk assessment Assesses risks from operational failures, including process, staff or system. |
Operational risk tools are available and can be customized depending on enterprise requirements. | |
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Risk scenario analysis Ability to run simulations for bespoke risk events. |
Scenario analysis features available for stress testing of markets and bespoke events. | |
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Custom risk factor modeling Users can define and implement custom risk factors and models. |
Supports user-defined risk factor modeling through analytics and Excel integration. | |
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Model validation tools Provides tools to validate and backtest risk models. |
Model validation possible via risk backtesting tools and analytics. | |
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Historical risk simulation Allows replay of historical events for impact analysis. |
Enables historical simulation via replay tools and scenario analytics. | |
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Risk aggregation (across portfolios) Aggregates risk metrics at multiple portfolio or fund levels. |
Risk aggregation is implemented in portfolio analytics and reporting. | |
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Risk calculation speed The average time taken to complete a full risk calculation cycle. |
No information available |
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Regulatory rules library Comprehensive library of rules for key jurisdictions (e.g., SEC, ESMA, FCA). |
Comprehensive rules for global regulatory regimes included (e.g., SEC, ESMA, FCA supported). | |
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Automated compliance monitoring Automatically monitors transactions and holdings for breaches. |
Terminal provides automated monitoring of compliance metrics and breaches. | |
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Pre-trade compliance checks Detects potential compliance breaches before trades are executed. |
Pre-trade compliance checks are available on Terminal and specific trading modules. | |
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Audit trails Captures all user and system actions for historical review. |
Full audit trails of user/system actions are maintained and accessible. | |
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Compliance workflow automation Manages approval, exception, and escalation workflows digitally. |
Digital compliance workflows included (approvals, exceptions, escalation support). | |
|
Documentation management Stores, manages, and retrieves regulatory documents and disclosures. |
Document management for regulatory purposes is well-supported (filings, statements, audit records). | |
|
Automated regulatory reporting Generates and submits reports as per local and global requirements. |
Automated reporting for multiple regulators is a highlighted feature. | |
|
Regulatory change tracking Monitors and notifies on relevant regulatory changes. |
Monitors and tracks changes to regulations, providing notifications via regulatory data feeds and alerts. | |
|
Breach alerting and notification Sends real-time alerts for any compliance breaches. |
Breach notifications are instant in compliance modules, with real-time alerts. | |
|
Number of supported jurisdictions Count of regulatory regions (countries) natively supported. |
No information available |
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Customizable dashboards Dashboards can be customized per user or role, with drag-and-drop widgets. |
Terminal dashboards are highly customizable using Bloomberg's Launchpad and other modules. | |
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Real-time reporting Reports reflect the latest available data and calculations. |
Supports real-time reporting; all analytics and dashboards update with live data feeds. | |
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Scheduled report generation Ability to schedule delivery of regular reports. |
Supports scheduled report output and distribution. | |
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Export to multiple formats Ability to export reports (PDF, Excel, HTML, CSV). |
Can export to multiple formats (Excel, PDF, HTML, CSV, etc). | |
|
Data visualization tools Offers graphs, heatmaps, and advanced visualization features. |
Offers rich data visualization tools including interactive charts, graphs, heatmaps. | |
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Ad-hoc reporting Users can create custom reports without coding. |
Users can build and run custom reports without coding, e.g., via Bloomberg Excel add-ins. | |
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Automated distribution System can automatically distribute reports to stakeholders. |
Automated report distribution (email, workflow integration) is supported. | |
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Drill-down capabilities Users can drill down into data for detailed analysis. |
Interactive dashboards allow drill-down into underlying data. | |
|
Interactive visualization speed Average response time for rendering custom dashboard views. |
No information available | |
|
Concurrent users supported for reports Maximum number of users that can access reports simultaneously. |
No information available |
|
Role-based access control Assigns data and function permissions by user roles. |
Role-based permissions and granular access control included (administrator/user roles). | |
|
Single Sign-On (SSO) Integrates with corporate identity providers for access. |
Terminal integrates with SSO providers for large enterprises. | |
|
Multi-factor authentication Enforces additional security checks for user logins. |
Multi-factor authentication is available for secure logins. | |
|
Data encryption (in transit and at rest) Encrypts sensitive data during transfer and storage. |
Data encryption both in transit and at rest is standard for Bloomberg Terminal. | |
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Comprehensive audit logging Maintains detailed logs for all data access and changes. |
Comprehensive audit logging includes access and data changes for compliance purposes. | |
|
User provisioning and de-provisioning Automates the onboarding and offboarding of users. |
User provisioning and de-provisioning is automated for enterprise customers. | |
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Granular permission settings Fine-tuned data and function-level access configuration. |
Granular permissions allow detailed data/function access settings per user/role. | |
|
Data masking and anonymization Masks sensitive data fields for select users or roles. |
Data masking and anonymization supported for compliance reasons. | |
|
Incident & breach detection Monitors and alerts on potential security incidents. |
Incident/breach detection and reporting tools are included for security events. | |
|
Maximum concurrent user sessions Maximum user sessions that are allowed simultaneously. |
No information available |
|
Custom workflow builder Visually design and automate multi-step processes. |
Workflow automation tools for custom process design and automation are available. | |
|
Automated task assignment Routes tasks to responsible users based on defined criteria. |
Automated task assignments are supported via workflow features. | |
|
Approval tracking Tracks approvals, signatures, and acknowledgments digitally. |
Approval tracking for requests/forms is available in Bloomberg compliance and workflow tools. | |
|
Notification and escalation rules Automated alerts and escalation when timelines are missed. |
Notification and escalation can be configured in workflow modules. | |
|
Exception management Tracks and manages process exceptions and their resolutions. |
Exception management is present in Bloomberg's compliance and risk workflow management. | |
|
Integration with communication tools Integrates with email, chat, or ticketing for notifications. |
Integrates with email and messaging tools (Bloomberg Messenger, external email). | |
|
SLA tracking Measures and reports service-level agreement adherence. |
No information available | |
|
Parallel processing of workflows Supports simultaneous execution of multiple workflows. |
No information available | |
|
Number of customizable workflows Maximum number of custom workflows supported. |
No information available | |
|
Workflow execution speed Average time to execute a typical workflow. |
No information available |
|
Comprehensive activity logs Captures all system and user activities for review. |
Comprehensive activity logs are available for compliance review and user oversight. | |
|
Automated exception logging Automatically records exceptions and unusual events. |
Exception events and logs are automatically recorded in the system. | |
|
Change management tracking Monitors changes to data, rules, and configurations. |
Tracks all changes to sensitive data and configurations for auditability. | |
|
Periodic review scheduler Automates scheduling and reminders for audits and reviews. |
Supports scheduling of periodic reviews and audit events. | |
|
Forensics and drill-back tools Allows detailed reconstruction and investigation of events. |
Forensic and drill-back tools are present via trade and data history modules. | |
|
Automated controls testing Regularly tests control effectiveness and documents results. |
Controls testing can be automated with compliance rule sets. | |
|
Exception alerting Notifies users of irregular events or failed checks. |
Alerts users on exceptions and failed checks through notification tools. | |
|
Audit report generation Automatically compiles and formats audit-ready reports. |
Audit report generation is supported and exportable. | |
|
Retention period for logs Duration for which audit logs are retained in the system. |
No information available | |
|
Concurrent audit users supported Maximum number of auditors that can work simultaneously. |
No information available |
|
Horizontal scalability Easily scales out via additional computing resources. |
Bloomberg scales across desktops and web; underlying infrastructure supports horizontal scalability. | |
|
Load balancing Distributes system load across multiple servers or nodes. |
Offers load balancing in its cloud and hosted solutions. | |
|
Cloud-native architecture Designed for scalable cloud or hybrid deployments. |
Designed for cloud and hybrid deployments, supports SaaS model. | |
|
High-availability configuration Supports failover and redundancy for resilience. |
High-availability and disaster recovery features are present (failover, redundant data centers). | |
|
Disaster recovery options Provides built-in DR and data backup capabilities. |
Disaster recovery planning and tested backup options are part of the service. | |
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Concurrent users supported Maximum simultaneous users during peak usage. |
No information available | |
|
Data throughput capacity Maximum volume of data processed per second. |
No information available | |
|
Uptime SLA Guaranteed platform availability over time. |
No information available | |
|
Average page load time Typical time for loading key dashboards or modules. |
No information available | |
|
Processing capacity per fund Number of funds/entities supported without degradation. |
No information available |
|
Intuitive user interface Interface is easy to navigate and learn. |
Bloomberg Terminal is known for its intuitive, iconic UI among financial professionals. | |
|
Mobile access Accessible on smartphones and tablets. |
Bloomberg apps are available on mobile devices, and Terminal Web also provides mobile access. | |
|
Contextual help Built-in help, tooltips, and guided tours. |
Includes built-in contextual help, documentation, and guided tours. | |
|
Personalized homepages Users can set and modify their landing screens. |
Users can customize their homepage using Terminal's Launchpad feature. | |
|
Internationalization/localization Supports multiple languages and regional formats. |
Supports multiple languages and can be localized/regionalized per user. | |
|
Accessibility features Compliant with accessibility standards (e.g., WCAG). |
Accessibility features are included to comply with standards (e.g., high contrast, screen readers). | |
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Custom notifications Users can configure notification settings. |
Notification settings are user-configurable (popup, email, alerts). | |
|
Keyboard and voice navigation Supports keyboard shortcuts and/or voice commands. |
No information available | |
|
Average number of clicks to complete workflow Measures usability and process optimization. |
No information available | |
|
Time to proficiency Average time required for new users to become proficient. |
No information available |
|
24/7 technical support Vendor offers around-the-clock support services. |
24/7 technical support is a core offering of Bloomberg Terminal. | |
|
Dedicated account manager Customers are assigned a specific contact from the vendor. |
Every enterprise client is assigned a dedicated Bloomberg account manager. | |
|
Proactive system monitoring Vendor monitors health and performance of client deployments. |
Proactive system and service monitoring is available, including alerts to the customer. | |
|
Automatic software updates Platform receives regular, automatic patching and feature updates. |
Software updates are automatic; Bloomberg regularly patches the terminal. | |
|
Comprehensive documentation Up-to-date guides for administration, user, and integration support. |
Extensive online documentation available for users and administrators. | |
|
User community and forums Access to community knowledge and peer support. |
Access to Bloomberg user community, forums, and peer-support resources. | |
|
Onboarding/training services Vendor offers user onboarding and ongoing training options. |
Onboarding and continuous training services offered to all clients. | |
|
Service Level Agreement (SLA) metrics Key metrics defined in the support contract. |
Service levels and support metrics (SLAs) available and contractually included. | |
|
Average issue resolution time Mean time to resolve client-reported production issues. |
No information available | |
|
Frequency of major platform updates How often major feature or version updates are released. |
No information available |
Visual analytics tools that present key treasury metrics and indicators in real-time, supporting proactive decision-making by treasury executives.
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Customizable dashboards Ability for users to create and modify personalized dashboard views with selected KPIs and reports |
Bloomberg Terminal allows users to create customizable dashboards with selected KPIs and reports. This is a core part of the workspace customization offered to users. | |
|
Interactive charts Clickable, dynamic charts that allow users to drill down into underlying data points |
Bloomberg Terminal supports interactive charts that are clickable and allow users to drill down into underlying market or financial data. | |
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Heat maps Visual representation using color-coding to highlight risk areas, exposures, or performance metrics |
Heat maps are offered for performance, risk, and market monitoring (e.g., equity heat maps showing sector movements). | |
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Geospatial mapping Visualization of treasury data across geographic locations, useful for multinational corporations |
Geospatial mapping is available, such as mapping issuers, risk, and financial data by country/region. | |
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Real-time data refresh rate How frequently dashboard data is updated from source systems |
No information available | |
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Historical trend analysis Visualization of data changes over time periods to identify patterns and trends |
Historical trend analysis is extensively available, with users able to generate historical visualizations over arbitrary timeframes. | |
|
Benchmarking displays Visual comparison of performance against industry benchmarks or internal targets |
Bloomberg Terminal contains benchmarking tools to compare assets or entities against sector, market, or custom benchmarks. | |
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Mobile optimization Dashboard views adapted for smartphone and tablet devices |
Bloomberg Terminal is optimized for mobile devices via Bloomberg Anywhere and native mobile apps. | |
|
Export capabilities Ability to export visualizations in various formats (PDF, Excel, PowerPoint) |
Exporting to PDF, Excel, and PowerPoint is a standard feature for most Bloomberg visualizations. | |
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Multi-currency display Ability to view data in different currencies with automatic conversion |
Multi-currency display with live conversion is supported for most datasets in the Terminal. | |
|
Alert indicators Visual cues highlighting exceptions, thresholds breaches, or items requiring attention |
Alert indicators and notifications are available to highlight key thresholds or events in dashboards. | |
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What-if scenario visualization Interactive modeling of different financial scenarios with visual outputs |
What-if scenario visualizations are built into risk and scenario analysis functions for portfolios and securities. |
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Global cash position Consolidated view of cash balances across all bank accounts and entities |
Global cash and position overviews are possible when organizations consolidate multi-bank positions within Terminal, including using BSBX/BAL/PORT functions. | |
|
Intraday position tracking Real-time monitoring of cash movements throughout the business day |
Intraday monitoring of positions and transactions is available via real-time feeds and custom dashboards. | |
|
Cash forecasting Predictive displays of future cash positions based on historical patterns and known transactions |
Cash forecasting tools supported, using historical and forward-looking portfolio and transaction data. | |
|
Cash flow drill-down Ability to navigate from summary cash positions to detailed transaction-level information |
Drill-down from summary to transaction-level cash flows is available in many modules. | |
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Idle cash highlighting Identification of accounts with excess liquidity that could be better deployed |
Idle cash highlighting can be configured within liquidity and position dashboards. | |
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Forecast accuracy tracking Measurement of variance between forecasted and actual cash positions |
Variance between forecasted and actual positions can be tracked using analytics modules. | |
|
Working capital metrics Visual representation of DSO, DPO, DIO and cash conversion cycle metrics |
Working capital, DSO, DPO, DIO, and conversion cycle analytics are supported for corporates. | |
|
Bank fee analysis Visualization of bank charges across accounts and services |
Bank fee and cost analysis available if data is fed into the dashboard. | |
|
Liquidity planning tools Visual aids for optimizing cash deployment and investment strategies |
Liquidity planning tools and visual aids are included in liquidity and treasury modules. | |
|
Notional pooling visualization Graphical representation of pooling structures and resulting interest benefits |
Notional pooling visualizations, where data is provided, can be configured. | |
|
Intercompany loan tracking Visual management of internal funding positions between corporate entities |
Intercompany loan and funding positions can be tracked and visualized. | |
|
Bank relationship scorecards Visual assessment of banking relationships against KPIs |
Bank relationship scoring and dashboard metrics can be configured for treasury clients. |
|
FX exposure dashboard Visual representation of currency exposures across the organization |
FX exposures across portfolios and organizations are a core dashboard display for corporate and asset management clients. | |
|
Interest rate risk visualization Graphical display of interest rate exposures and sensitivities |
Interest rate risk visualizations are standard for fixed income and risk analytics modules. | |
|
Hedge effectiveness monitoring Visual tracking of how well hedging strategies are performing against objectives |
Hedge effectiveness is dynamically visualized in hedge accounting and risk functions. | |
|
Value-at-Risk (VaR) displays Visualization of potential financial losses due to market movements |
VaR displays are a key feature in risk analytics modules. | |
|
Counterparty risk heatmaps Color-coded visualization of exposure to financial counterparties |
Counterparty risk visualized using color-coded heatmaps in portfolio and credit modules. | |
|
Scenario analysis tools Visualization of risk metrics under different market scenarios |
Scenario analysis tools with visualizations are native to risk modules (markets, portfolio, credit). | |
|
Monte Carlo simulation capabilities Number of simulations the system can process for risk modeling |
No information available | |
|
Commodity price risk tracking Visualization of exposure to raw material and commodity price movements |
Commodity price risk tracking dashboards are available for corporates and traders. | |
|
Compliance status indicators Visual tracking of adherence to treasury policies and regulatory requirements |
Compliance status indicators, including policy and regulatory adherence, are displayed for many asset types. | |
|
Portfolio stress testing Visual representation of how financial portfolios perform under extreme conditions |
Portfolio stress testing with visual results is integrated in the risk modules. | |
|
Derivatives valuation Visual tracking of mark-to-market values for derivative instruments |
Derivatives valuation is comprehensively supported across asset classes. | |
|
Credit limit utilization Visual representation of credit facility usage against established limits |
Credit limit utilization is displayed in banking and risk dashboards. |
|
Payment status tracking Visual monitoring of payment processing stages from initiation to completion |
Payment status tracking is available for all processed payments and instructions. | |
|
Bank connectivity status Dashboard showing real-time status of connections to banking systems |
No information available | |
|
Payment approval workflows Visual representation of payment authorization processes and current status |
Payment approval workflows can be configured for enterprise clients. | |
|
Bank account management Consolidated view of all bank accounts, signatories, and account structures |
Consolidated bank account management with signatories and structures is possible via data integrations. | |
|
Failed payment monitoring Visual alerts and tracking for unsuccessful payment transactions |
Failed transaction monitoring included in payment dashboards. | |
|
Payment fraud monitoring Visual indicators of potential fraudulent payment activities |
Payment fraud monitoring provided through anomaly detection and alerts. | |
|
Bank statement reconciliation tracking Visual representation of reconciliation status across accounts |
Bank statement reconciliation tracking can be performed where statement feeds are enabled. | |
|
Payment costs analysis Visualization of transaction costs across payment methods and banks |
Payment cost analysis is available for transaction-level and summary data. | |
|
SWIFT/payment network status Real-time tracking of messaging network availability and performance |
No information available | |
|
Sanction screening visualization Visual tracking of payment compliance checks against sanction lists |
No information available | |
|
Multi-bank portal integration Number of direct bank connections supported by the dashboard |
No information available | |
|
Payment method optimization Visual guidance for selecting the most efficient payment rails for transactions |
Payment method optimization visualizations are available to suggest efficient rails. |
|
API connectivity Number of available APIs for integration with other systems |
No information available | |
|
ERP integration Pre-built connectors to major enterprise resource planning systems |
Prebuilt connectors to ERP systems (SAP, Oracle, etc.) are available. | |
|
Data processing capacity Volume of financial data the system can process simultaneously |
No information available | |
|
System uptime Guaranteed availability of the dashboard solution |
No information available | |
|
Response time Average time to load dashboard components |
No information available | |
|
Historical data retention Duration of historical data accessible through the dashboard |
No information available | |
|
Cloud deployment option Availability of cloud-based implementation |
Bloomberg Terminal is a cloud-delivered service, with SaaS delivery as default. | |
|
On-premise deployment option Availability of on-premise implementation |
No information available | |
|
Multi-tenant architecture Support for multiple business units with segregated data access |
Multi-tenant architecture supported (e.g., for banks, multi-subsidiary corporations). | |
|
Scalability metrics Maximum number of users supported without performance degradation |
No information available | |
|
Data backup frequency How often system data is backed up |
No information available | |
|
Disaster recovery time Time required to restore system functionality after major outage |
No information available |
|
Personalization options Ability for users to customize their experience based on preferences |
User personalization and customization options are widely available. | |
|
Role-based views Tailored dashboard displays based on user roles and responsibilities |
Role-based views provided via user permissions and workspace set-up. | |
|
Accessibility compliance Adherence to accessibility standards for users with disabilities |
No information available | |
|
Multi-language support Number of languages available in the user interface |
No information available | |
|
Keyboard shortcuts Availability of keyboard commands for efficient navigation |
Keyboard shortcuts are highly used in Bloomberg Terminal for navigation. | |
|
Search functionality Ability to search across dashboard components and data |
Comprehensive search functionality is standard. | |
|
Help documentation Integrated user guidance and support resources |
Comprehensive help/documentation is built-in and searchable. | |
|
Dark mode option Alternative color scheme for reduced eye strain |
Dark mode is supported; users may choose color schemes. | |
|
User activity tracking Monitoring of how users interact with the dashboard |
User activity tracking and logs are part of security/monitoring. | |
|
Offline mode Ability to view critical dashboard components without internet connection |
Some offline mode and data access is possible, but online connectivity is needed for real-time data. | |
|
Interface response time Speed of user interface reactions to interactions |
No information available | |
|
Notification preferences User control over alert types and delivery methods |
Users can configure notification settings for various alert types. |
|
Multi-factor authentication Enhanced login security requiring multiple verification methods |
Multi-factor authentication is required by default for all Bloomberg Terminal users. | |
|
Role-based access control Granular permission settings based on user roles |
Role-based access controls deployed for organizations/teams. | |
|
Audit logging Comprehensive tracking of user actions and system changes |
Audit logging is included in platform security features. | |
|
Data encryption Protection of sensitive financial data using encryption standards |
All data in transit and at rest is encrypted to industry standards. | |
|
Compliance certifications Number of recognized security and compliance certifications held |
No information available | |
|
Single sign-on integration Support for enterprise identity management systems |
Single sign-on supported for enterprise deployments. | |
|
IP restrictions Ability to limit system access to specific network locations |
IP access restrictions configurable for corporate clients. | |
|
Security incident response time Speed of vendor response to identified security issues |
No information available | |
|
Data residency options Control over geographic location of stored financial data |
Data residency can be configured for clients with regulatory constraints. | |
|
Session timeout controls Configurable automatic logout after periods of inactivity |
Session timeout customizable for security policies. | |
|
Penetration testing frequency How often system undergoes security testing |
No information available | |
|
Regulatory reporting tools Built-in capabilities for generating compliance reports |
Regulatory reporting tools available for major jurisdictions. |
|
Ad-hoc report builder Tools allowing users to create custom reports without technical assistance |
Ad hoc report building is a built-in capability. | |
|
Scheduled reporting Automated generation and distribution of reports on fixed schedules |
Scheduled automated reporting is standard. | |
|
Predictive analytics Advanced algorithms to forecast financial metrics based on historical data |
Predictive analytics tools are available within several Terminal modules. | |
|
Data visualization library Number of different chart types and visualization formats available |
No information available | |
|
Natural language processing Ability to query data using conversational language |
Some modules support natural language queries for data. | |
|
Anomaly detection Automated identification of unusual patterns or outliers in financial data |
Automated anomaly detection is a core analytics capability. | |
|
Regression analysis tools Statistical modeling capabilities for identifying relationships between variables |
Regression analysis is supported in analytics/statistical modules. | |
|
Export format options Number of supported formats for exporting reports and data |
No information available | |
|
Data blending capabilities Ability to combine multiple data sources for comprehensive analysis |
Data blending from multiple sources is available in analytics platform. | |
|
Custom KPI creation Tools for defining and tracking personalized performance metrics |
Custom KPIs can be defined and visualized on dashboards. | |
|
Regulatory report templates Pre-configured reports meeting specific compliance requirements |
Templates for regulatory reporting are included for key markets. | |
|
AI-powered insights Machine learning capabilities that suggest actionable insights from data |
AI/machine learning modules provide suggested insights to users. |
|
Implementation timeframe Average time required for full system deployment |
No information available | |
|
24/7 support availability Continuous access to technical assistance |
24/7 technical support is guaranteed for all users. | |
|
Support response time Average time to receive initial response to support requests |
No information available | |
|
Training resources Availability of user education materials and programs |
Extensive training resources (webinars, tutorials, manuals) are provided. | |
|
User community Access to forums or networks of other system users |
An extensive user community and forums exist. | |
|
Release frequency How often new features and improvements are deployed |
No information available | |
|
Service level agreement Formal commitment to system performance and support standards |
Service level commitments are covered in contracts as standard (uptime, support, resolution). | |
|
Customer success manager Dedicated contact for ongoing relationship management |
Dedicated customer success contacts are available for enterprise clients. | |
|
Professional services availability Access to consultants for customization and optimization |
Bloomberg Professional Services available for customization/optimization. | |
|
Knowledge base quality Comprehensiveness of self-service support resources |
Self-service knowledge base is comprehensive and maintained. | |
|
User feedback incorporation Process for customers to influence product development |
User feedback is solicited and incorporated into the product roadmap. | |
|
Customer satisfaction score Measured level of user satisfaction with the solution |
No information available |
|
Debt portfolio management Visualization of outstanding debt, maturity profiles, and covenant tracking |
Debt portfolio management (outstanding, maturity, covenant) is standard for corporate clients. | |
|
Investment portfolio tracking Dashboard for monitoring short and long-term investment performance |
Investment portfolio tracking dashboards are core to the platform. | |
|
Capital allocation visualization Visual representation of capital deployment across business units and projects |
Users can allocate and visualize capital deployment across business units. | |
|
Financial ratio tracking Monitoring of key financial ratios against targets and covenants |
Key financial ratios and covenant monitoring available in portfolio analysis. | |
|
Strategic scenario planning Tools for modeling long-term financial outcomes under different scenarios |
Strategic scenario planning tools are available for long-term financial modeling. | |
|
M&A impact analysis Visual modeling of acquisition or divestiture financial impacts |
M&A impact analysis tools are available for clients involved in transactions. | |
|
Cost of capital calculation Tools for determining and visualizing weighted average cost of capital |
Cost of capital calculation and visualization tools included. | |
|
Credit rating metrics Tracking of financial indicators relevant to credit rating assessments |
Credit rating metrics dashboards supported for corporate and sovereign clients. | |
|
ESG impact visualization Integration of environmental, social, and governance metrics into financial planning |
ESG metrics and visualizations are integrated into financial and investment analyses. | |
|
Investor relation analytics Visualization of shareholder metrics and stock performance indicators |
Investor relations analytics with shareholder metrics are part of equity/IR modules. | |
|
Long-term forecast horizon Maximum timeframe for strategic financial projections |
No information available | |
|
Capital market conditions tracking Visual monitoring of external financing conditions and opportunities |
Capital market conditions tracking dashboards are built-in. |
High-performance networking equipment including switches, routers, load balancers, and WAN optimizers ensuring reliable connectivity between offices, data centers, and external markets.
More Network Infrastructure
More IT and Infrastructure ...
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Port Density The number of ports per switch available to connect devices. |
No information available | |
|
Throughput The maximum data transfer rate supported by the switch. |
No information available | |
|
Layer 2/3 Support Whether the switch supports Layer 2 (data link) and Layer 3 (network) functionalities. |
No information available | |
|
Redundant Power Supplies Ability to support multiple power supplies for hardware resilience. |
No information available | |
|
VLAN Support Support for Virtual LANs for network segmentation. |
No information available | |
|
Quality of Service (QoS) Features Functions that prioritize network traffic for critical applications. |
No information available | |
|
Port Mirroring Ability to duplicate traffic from one port to another for monitoring or security. |
No information available | |
|
Stacking Capability Switches can be stacked for simplified management and scalability. |
No information available | |
|
Latency The average time to forward packets through the switch. |
No information available | |
|
PoE (Power over Ethernet) Support for supplying power to devices like IP phones and cameras via Ethernet cables. |
No information available | |
|
Remote Management Enabled for centralized administration of switches. |
Bloomberg Terminal is centrally managed and accessible from anywhere via secure authentication, enabling remote administration and support. | |
|
MAC Address Table Size The number of MAC addresses the switch can store for forwarding decisions. |
No information available | |
|
Cooling Mechanisms Built-in fans or passive cooling to ensure optimal temperature. |
No information available |
|
Routing Performance Maximum throughput the router can handle. |
No information available | |
|
WAN Support Support for wide area network connections. |
No information available | |
|
Redundant Power Hardware resilience via multiple power inputs. |
No information available | |
|
Support for Routing Protocols Compatibility with OSPF, BGP, EIGRP, etc. |
No information available | |
|
Firewall Features Built-in packet filtering and security controls. |
No information available | |
|
VPN Capability Ability to establish secure virtual private networks. |
Bloomberg Terminal supports secure connections, including VPN and private network options for institutional clients. | |
|
Failover Support Automatic rerouting in case of link or hardware failure. |
No information available | |
|
IPv6 Support Compliance with IPv6 addressing standards. |
Bloomberg Terminal natively supports IPv6 for connectivity, as noted in technical documentation and enterprise network requirements. | |
|
Number of Interfaces How many incoming/outgoing connections supported. |
No information available | |
|
Management Options Support for web, CLI, or SNMP management. |
Terminal can be managed via web, command line (Bloomberg keyboard interface), and supports SNMP (for monitoring in enterprise installations). | |
|
Access Control Lists (ACL) Ability to selectively permit or deny network traffic. |
Access control is provided via user logins, entitlements, and permissions, meeting the ACL feature requirement. | |
|
Dynamic Routing Supports automated path selection and rerouting. |
No information available |
|
Application Load Balancing Balancing based on application-layer information (L7). |
No information available | |
|
SSL Offloading Handles SSL/TLS encryption to reduce server workload. |
No information available | |
|
Session Persistence Ensures requests from a client are sent to the same server. |
No information available | |
|
Health Monitoring Automatically checks backend server/service health. |
No information available | |
|
Throughput Maximum data handled without performance loss. |
No information available | |
|
Rule-based Routing Supports custom load balancing rules. |
No information available | |
|
Global Server Load Balancing Balances traffic across geographically dispersed data centers. |
No information available | |
|
Redundancy/High Availability Failover mechanism to avoid single point of failure. |
Bloomberg Terminal uses multiple Tier 1 datacenters and failover mechanisms to ensure system availability and uptime. | |
|
API Integration Programmable controls for load balancing features. |
APIs and integration interfaces are available for Bloomberg Terminal, notably the Bloomberg API, which allows for programmable control and automation. | |
|
Management Interface GUI or API-based control for device management. |
Bloomberg Terminal offers both a GUI and API-based management for enterprise users, including administrative controls. | |
|
DDoS Mitigation Capability to filter or absorb denial-of-service attacks. |
No information available |
|
Data Compression Compresses data to reduce WAN bandwidth usage. |
No information available | |
|
Caching Stores frequently accessed data for faster retrieval. |
No information available | |
|
Protocol Optimization Enhances performance for protocols like CIFS, HTTP, MAPI, etc. |
No information available | |
|
Deduplication Removes redundant data from transmissions. |
No information available | |
|
Traffic Shaping Prioritizes or limits traffic types. |
No information available | |
|
Latency Reduction Reduces time delays in WAN communication. |
No information available | |
|
Encryption Support Secures data in transit. |
Data in transit between Bloomberg Terminal and Bloomberg's network is encrypted, as required by financial industry standards. | |
|
Integration with Monitoring Tools Provides data and alerts to network monitoring platforms. |
Bloomberg Terminal provides SNMP, syslog, and other monitoring tool integrations for enterprise-scale clients. | |
|
Automatic Failover Reroutes traffic in case an optimizer fails. |
Automatic failover is included through Bloomberg's resilient and redundant global data infrastructure. | |
|
Cloud Optimization Capabilities Works seamlessly with public and private cloud solutions. |
Cloud-based integration is supported via Bloomberg Anywhere and partnerships, allowing terminal access from cloud/virtual desktops. |
|
Intrusion Detection/Prevention Monitors and blocks suspicious activity. |
No information available | |
|
Firewall Integration Controls incoming and outgoing network traffic. |
The Bloomberg Terminal platform is often used as a key source in firewall and access control configuration in banks and financial institutions. | |
|
DLP (Data Loss Prevention) Prevents unauthorized transmission of sensitive data. |
No information available | |
|
Endpoint Security Support Protects client devices connected to the network. |
Endpoint protection guidelines and remote lockout controls are provided for Bloomberg Terminal devices. | |
|
SIEM Integration Connects with security information and event management platforms. |
Bloomberg offers Security Incident and Event Management integration (SIEM) capabilities via logging, syslog, and alerting functions. | |
|
Network Access Control (NAC) Restricts devices/users allowed on network. |
No information available | |
|
VPN Support Encrypts connections for remote access. |
VPN and encrypted remote access support are standard for Bloomberg Terminal users. | |
|
Micro-segmentation Contains breaches by isolating segments of the network. |
No information available | |
|
Zero Trust Architecture No implicit trust, every access is verified. |
No information available | |
|
Security Patch Automation Automates critical updates to minimize vulnerabilities. |
No information available |
|
Redundant Links Multiple physical paths for traffic in case of failure. |
Multiple network providers, datacenters, and failover links for guaranteed availability in Bloomberg's infrastructure. | |
|
Automatic Failover Instant switching to backup devices/links. |
Automatic failover is a documented feature in Bloomberg's platform reliability promises. | |
|
Clustering Multiple devices in synchronized operation for seamless failover. |
No information available | |
|
Hot Standby Backup systems operating in parallel for swift takeover. |
No information available | |
|
VRRP/HSRP Support Virtual router redundancy protocols for gateway failover. |
No information available | |
|
Power Redundancy Multiple power feeds and generators for uptime. |
Bloomberg provides power redundancy options (dual power supplies and backup) for on-prem installations. | |
|
Geographical Redundancy Duplication of infrastructure in separate locations. |
Bloomberg provides geographic redundancy via multiple global datacenters and backup offices. | |
|
MTTR (Mean Time to Repair) Average time to recover from a failure. |
No information available |
|
Low Latency Switching/Routing Hardware or technologies designed for minimal delay in data transmission. |
High-performance network hardware and software ensure low-latency data delivery to the Terminal. | |
|
Jitter Control Tools and techniques to minimize variance in latency. |
No information available | |
|
Packet Loss Mitigation Mechanisms to prevent or quickly recover from lost data. |
Bloomberg's network employs error correction and packet loss prevention controls for mission-critical financial data. | |
|
Throughput Capacity Maximum sustainable data flow before performance degrades. |
No information available | |
|
Traffic Prioritization Prioritizing mission-critical application flows. |
Priority is given to trading/market data traffic for the Bloomberg Terminal network, as documented in system descriptions. | |
|
Measurement Tools Built-in latency and throughput measurement and alarms. |
Network health dashboards and latency/throughput monitors are standard in Bloomberg Terminal's enterprise toolset. | |
|
Time Synchronization Support for NTP or PTP to ensure accurate time-keeping. |
Bloomberg supports NTP-based time sync for accurate trade timestamping and logging. |
|
SNMP Support Simple Network Management Protocol for performance and configuration monitoring. |
SNMP-based monitoring is available for Bloomberg Terminal appliances and connections. | |
|
Real-time Alerts Immediate notification of issues or performance degradation. |
The system supports real-time alerting to administrators if trading feeds or system components degrade. | |
|
Historical Reporting Storage and analysis of past performance metrics. |
Historical usage, latency, and trade data analysis are available through Terminal reporting modules and audit tools. | |
|
NetFlow/SFlow Export Supports flow-level traffic analysis. |
No information available | |
|
Syslog Integration Central logging for troubleshooting and audits. |
Syslog/log streaming functionality is included for integration with enterprise monitoring environments. | |
|
Custom Dashboards Build and view network visualizations and status overviews. |
Customizable dashboards are supported for visualizing financial and operational data. | |
|
APIs for Integration Feeds into third-party NMS/analytics tools. |
APIs and external feeds (such as via Bloomberg API and Terminal connectors) enable integration with third-party analytic/NMS tools. | |
|
Automated Alert Escalation Escalates unresolved alerts to higher level support. |
No information available | |
|
Config Change Tracking Logs and alerts for any changes to the network configuration. |
Audit trails and configuration change tracking are built in to Terminal administrative functions. |
|
Modular Hardware Support for adding/removing components like line cards and transceivers. |
No information available | |
|
Software-defined Networking (SDN) Support Compatibility with SDN controllers for flexible management. |
No information available | |
|
Hot Swap Capabilities Component replacement without network downtime. |
On-prem hardware used for Bloomberg Terminal can be swapped without affecting service (e.g., Keyboard, network devices). | |
|
Cloud Integration Seamless hybrid or cloud-native working. |
Bloomberg Terminal is compatible with major cloud providers and supports hybrid installs. | |
|
Upgradable Firmware Easy process to deploy new features/security fixes. |
Regular firmware/software updates are managed centrally by Bloomberg for critical Terminal infrastructure. | |
|
Chassis Expansion Ability to add additional modules or switch blades. |
No information available | |
|
Multi-Tenancy Support Enables logical separation for different business entities/users. |
Multi-tenant support provided for large institutional clients; logical separation of users and business units. |
|
24/7 Technical Support Round-the-clock vendor support for network issues. |
24/7 technical support is a hallmark of the Bloomberg Terminal service. | |
|
Onsite Support Availability Engineer dispatch for hands-on troubleshooting. |
Onsite support available as part of premium enterprise Bloomberg Terminal subscription. | |
|
SLA (Service Level Agreement) Guarantees Contractually specified uptime, repair times, etc. |
Bloomberg contracts specify SLAs regarding uptime and response times. | |
|
Accessible Knowledge Base Comprehensive self-serve documentation/resources. |
Rich knowledge base and searchable FAQs are provided to Bloomberg Terminal users. | |
|
Replacement Hardware Lead Time Time until new or replacement hardware is delivered. |
No information available | |
|
Software/License Management Portal Centralized hub for software entitlements, downloads, and keys. |
Centralized web portal for entitlement and license management is provided by Bloomberg Terminal. | |
|
Training & Certification Availability of structured courses for IT/network staff. |
Training is available for Bloomberg Terminal users, including certifications for advanced levels. | |
|
Multi-language Support Support offerings in more than one language. |
Support is provided in multiple languages by global Bloomberg service teams. |
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
More Competitive Intelligence Platforms
More Product Development & Management ...
|
Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
|
Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
Terminal is famous for aggregating and harmonizing data from exchanges, news, filings, analytics and proprietary as well as external sources. | |
|
Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
|
Historical Data Depth Length of historical data available for analysis. |
No information available | |
|
Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
|
Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
Bloomberg is known for real-time and near real-time data delivery. | |
|
Coverage of Private Products Inclusion of non-public or private fund data where available. |
Terminal includes data on private placements, non-public companies/funds, and private market coverage. | |
|
ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
ESG data coverage is a major feature highlighted in platform documentation. | |
|
Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
Bloomberg Terminal integrates alternative data sources, including sentiment, social, and scraped data for intelligence. | |
|
News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Terminal offers integrated news, press releases, and curated feeds. | |
|
Definable Peer Groups Customization of peer groups for focused comparison. |
Users can customize peer groups in equity/fund screens and analyses. | |
|
Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Regulatory data from SEC, ESMA, and other global bodies is incorporated. |
|
Custom Benchmarking Create user-defined benchmarks for product comparison. |
The platform supports custom benchmark creation for products. | |
|
Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
Attribution analysis is offered for performance and fund flows. | |
|
Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Peer group ranking and filtering is a core feature for mutual funds and ETFs. | |
|
Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
|
Granular Timeframes Supports analysis over customizable and rolling time periods. |
Analysis can be performed over customizable, rolling, and standard time periods. | |
|
Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Factor/style analysis and risk premia analytics are available. | |
|
Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
Scenario and stress testing (Value at Risk tools, custom scenarios) are available. | |
|
Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Users can compare fee structures and view fee analytics for funds. | |
|
Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Launches and closures of funds/products can be tracked via news feeds and product lists. | |
|
Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Full fund-level attribute drill-down is possible. | |
|
Flow Decomposition Breakdown of net flows by channel, client segment or region. |
Net inflow/outflow decomposition by region and channel is available on analytics screens. | |
|
Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
Portfolio overlap analysis is supported in holdings comparison modules. |
|
Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Real-time alerting and notification on significant events or threshold triggers available. | |
|
Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
. | No information available |
|
Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
. | No information available |
|
Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
. | No information available |
|
Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
. | No information available |
|
Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
. | No information available |
|
Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
. | No information available |
|
Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
. | No information available |
|
User-specific Alert Preferences Different users or teams can have their own alert definitions. |
. | No information available |
|
Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
. | No information available |
|
Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
. | No information available |
|
Social Media Scraping Monitors competitor activity and engagement on social media. |
. | No information available |
|
Campaign Spend Estimation Estimates digital advertising spend by competitors. |
. | No information available |
|
Content Analysis Analyzes the type, frequency, and engagement of published content. |
. | No information available |
|
Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
. | No information available |
|
Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
. | No information available |
|
Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
. | No information available |
|
Marketing Message Tracking Logs changes in competitor messaging and positioning. |
. | No information available |
|
Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
. | No information available |
|
Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
. | No information available |
|
Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
. | No information available |
|
Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
. | No information available |
|
Mobile Compatibility Usable on mobile devices and tablets. |
. | No information available |
|
Language Localization Supports multiple interface languages. |
. | No information available |
|
Data Visualization Options Number of different chart or visualization types supported. |
. | No information available |
|
Personalized Views Users can save and share their own workspace setups. |
. | No information available |
|
Accessibility Features Support for users with different accessibility needs. |
. | No information available |
|
Contextual Drill-down Can move from summary to underlying data in one click. |
. | No information available |
|
Speed of Interface Average time to load primary dashboard views. |
. | No information available |
|
User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
. | No information available |
|
In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
. | No information available |
|
Sharing of Reports Allows download or sharing of interactive or static reports. |
. | No information available |
|
Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
. | No information available |
|
API for Data Sharing Ability to send data out of the platform via an API. |
. | No information available |
|
Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
. | No information available |
|
Version History on Reports Maintains change logs on collaborative documents. |
. | No information available |
|
Permission-Based Sharing Set access level for internal/external recipients. |
. | No information available |
|
Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
. | No information available |
|
Track Recipient Engagement See who opened or engaged with shared insights. |
. | No information available |
|
Collaborative Workspace Supports project management and group collaboration within the platform. |
. | No information available |
|
API Connectivity Provides RESTful or other APIs for programmatic access. |
Bloomberg Terminal offers full API connectivity via Bloomberg API (BLPAPI). | |
|
Data Ingestion Capacity Volume of external data the platform can ingest per day. |
. | No information available |
|
Cloud Deployment Available as SaaS or cloud-native deployment. |
. | No information available |
|
On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
. | No information available |
|
Single Sign-On (SSO) Integrates with enterprise authentication services. |
. | No information available |
|
Batch Processing Support Allows scheduled overnight or periodic jobs. |
. | No information available |
|
Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
. | No information available |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
All data transfers and storage are encrypted; Bloomberg adheres to industry standards. | |
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Latency for API Data Retrieval Average time to return data from API calls. |
. | No information available |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
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Scalability How well the platform scales with increasing users and data. |
. | No information available |
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User Authentication Controls Multi-factor authentication and granular access policies. |
Multi-factor authentication and granular user controls are standard. | |
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Audit Logging Tracks every action or change for forensics and compliance. |
Terminal has audit logging for compliance and user actions. | |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
GDPR and global privacy regulation compliance is prominent in Bloomberg's documentation. | |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
Uses high standard encryption (AES-256) as per security documentation. | |
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User Role Management Flexible assignment of user rights and access by role. |
. | No information available |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
. | No information available |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
. | No information available |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
. | No information available |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
. | No information available |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
. | No information available |
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
. | No information available |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
. | No information available |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
. | No information available |
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Configurable Workflows Support for client-specific workflow automation. |
. | No information available |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
. | No information available |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
. | No information available |
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Plug-in API API for developing custom plug-ins or modules. |
. | No information available |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
. | No information available |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
. | No information available |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
. | No information available |
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Live Customer Support Access to chat, phone, or email support in real-time. |
. | No information available |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
. | No information available |
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Implementation Services Guided onboarding and setup assistance. |
. | No information available |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
. | No information available |
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Training Workshops Classroom, virtual, or recorded training sessions. |
. | No information available |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
. | No information available |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
. | No information available |
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Community Forum Users can interact and share solutions and workflows. |
. | No information available |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
. | No information available |
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Multi-language Support Support team can provide help in multiple languages. |
. | No information available |
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
. | No information available |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
. | No information available |
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Pay-as-you-go Option Usage-based billing models are available. |
. | No information available |
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Free Trial Availability Prospective users can try the full product before purchasing. |
. | No information available |
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Contract Flexibility Supports both short-term and annual contracts. |
. | No information available |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
. | No information available |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
. | No information available |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
. | No information available |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
. | No information available |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
. | No information available |
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