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S&P Capital IQ Pro from S&P Capital IQ
Extensive database of public and private companies, M&A transactions, with screening tools, comparables analysis, relationship mapping, league tables, and industry analytics. Includes financial modeling tools, Excel integration, and mobile access.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
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Deal Sourcing
(8 Yes /8 Known /10 Possible features)
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
S&P Capital IQ Pro provides access to comprehensive databases of potential M&A targets, both public and private. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
. | No information available |
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Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
The platform offers automated lead scoring, as part of its advanced screening and ranking functionality. | |
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Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Deal alert notifications are available; users can set up customized alerts for activity and new deal matches. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
CRM integration is supported via APIs and tools like Salesforce (as indicated by S&P documentation). | |
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Company Profiling Automated generation of comprehensive company profiles. |
Automated company profiling is a core feature—profiles are automatically built from database information. | |
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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 links to external financial and market data sources like FactSet, Reuters, and more. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Collaborative deal sharing is possible using relationship mapping, reports, and shared lists within teams. | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Pipeline visualization dashboards show deal flow and pipeline stages graphically. |
Valuation Tools
(9 Yes /9 Known /10 Possible features)
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Comparable company analysis (comps) is a core function—standard screens and templates for peer analysis. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
Contains a database of historical M&A transactions for precedent transaction analysis. | |
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Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
Discounted cash flow (DCF) analysis with scenario modeling is available as part of financial tools. | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Industry-standard valuation multiples are available via proprietary and contributed datasets. | |
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Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
Sensitivity analysis tools are built into the platform's modeling suite. | |
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Integration with Market Data Real-time pull of market data for valuations. |
Integration with real-time market data (stocks, bonds, M&A data) is a listed feature. | |
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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 can be easily exported for further use or sharing. | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
Platform provides a full audit trail for valuation model inputs/changes. | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
Custom metric calculation is supported through formula editors and configurable fields. |
Due Diligence Management
(5 Yes /6 Known /10 Possible features)
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
Not as far as we are aware.* Virtual Data Room functionality is not a core feature; usually handled by separate platforms. | |
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Document Indexing and Search Full-text search capabilities and customizable document organization. |
Document indexing and full-text search are available for all filings and documents. | |
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Permission Controls Granular access rights for users and teams. |
Permission controls for user roles and groups are available. | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
Comprehensive audit logging is provided for data access and changes. | |
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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 | |
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E-signature Integration Supports e-signature solutions for document execution. |
No information available | |
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Version Control Tracking and management of document versions. |
Version control for documents and company records is included. | |
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Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Product is accessible through mobile devices and dedicated mobile apps. |
Collaboration and Workflow
(8 Yes /8 Known /10 Possible features)
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Task Assignment Features for delegating and tracking tasks among deal team members. |
Task assignment in workflow management is available for deal teams. | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
Progress tracking dashboards are included as standard for deals and tasks. | |
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Integrated Messaging Secure messaging capabilities within the platform. |
Integrated messaging (in-platform notifications and communication) is available. | |
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Real-time Notifications Immediate alerts for activity requiring user action. |
Real-time notifications for system events and workflow updates are present. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
Calendar integration and scheduling are mentioned as available for workflow coordination. | |
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User Activity Metrics Reports on user and team activity levels. |
User activity metrics and reporting on platform use are available. | |
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Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
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Template Library Standardized templates for NDAs, LOIs, and reporting. |
Template library of reports and analytics is provided, including standardized M&A documentation. | |
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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. |
Commenting and annotation on reports and deal records is included. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
Extensive API suite for data exchange (referenced in documentation and Excel integration). | |
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Market Data Integration Out-of-the-box connections to market data providers. |
Direct market data integration from S&P and third-party providers is a central feature. | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Excel and Office Suite integration is robust—dedicated Excel plug-ins are highlighted. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
Single Sign-On (SSO) is supported per product documentation. | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
ERP/CRM integration, including Salesforce, is possible via data connectors and APIs. | |
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Custom Integration Tools Custom-built connectors or middleware support. |
Custom integration tools are available, with API support and professional services. | |
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Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
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Data Mapping Capability Ability to define and map custom data fields between systems. |
Custom data mapping capability for integrations is provided in APIs and connectors. | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
Mobile app integration is supported—S&P Capital IQ Pro is available as a mobile application. | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
End-to-end encryption is in place for both stored and transmitted data, as per S&P security documentation. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication is available as a security feature. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
S&P Capital IQ adheres to ISO 27001 and SOC 2, with GDPR compliance. | |
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Data Residency Options Ability to select geographic location for data storage. |
Data residency options (data center region selection) are available for enterprise clients. | |
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Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
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Role-based Access Controls Customizes feature and data access according to role. |
Role-based access controls are implemented per user profile and group. | |
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Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
. | No information available |
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Audit Trail/Logging Detailed system logs for all operations and user activity. |
Audit trail and system logging are comprehensive and meet compliance requirements. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
Secure data backups and disaster recovery procedures are present—see security overview. | |
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Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
Analytics & Reporting
(9 Yes /9 Known /10 Possible features)
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Dashboards are fully customizable in terms of metrics and KPIs displayed. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated reporting is available: scheduled report generation is supported. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Reports can be exported in multiple formats: PDF, Excel, and PowerPoint are standard. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
Benchmark analytics provided via industry and peer group statistics. | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
Custom KPI tracking and visualization tools are part of the reporting suite. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
Wide range of data visualizations (charts, graphs, tables) available in dashboards. | |
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On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
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Historical Trend Analysis Longitudinal data tracking and report capability. |
Historical trend analysis across financial, operational, and market data is supported. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with third-party BI tools (Tableau, Power BI) is supported via connectors and APIs. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
Automated alerts for KPI deviations can be configured as part of reporting. |
User Interface & Usability
(8 Yes /8 Known /10 Possible features)
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Intuitive Navigation Logical organization and minimal learning curve of the platform. |
User interface is widely regarded as intuitive and easy to navigate. | |
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Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
Role-specific dashboards are available for analysts, managers, and clients. | |
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Multi-language Support Availability in multiple languages for international teams. |
Multi-language support is provided for global users. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
No information available | |
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User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
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Customizable Layouts Option for users to personalize workspace arrangement. |
Layouts are customizable for different user preferences. | |
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Dark Mode/Theme Options Choice of color schemes, including dark mode. |
Dark mode and custom themes are available. | |
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Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
Drag-and-drop functionality for file and workflow management exists. | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Extensive help, documentation, in-app guides, and tooltips available for users. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Consistent experience on desktop, tablet, and mobile via responsive design and mobile apps. |
Client Engagement Tools
(6 Yes /6 Known /10 Possible features)
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
No information available | |
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Secure Messaging with Clients Encrypted communication features specifically for clients. |
Secure client messaging is possible through platform communications, with encryption. | |
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Custom Client Reporting Tailored deliverables for client review. |
Custom client reporting and deliverable templates can be generated. | |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
No information available | |
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Client Access Management Granular controls over what clients can see or do. |
Granular controls over client portal visibility and access are documented. | |
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Client Notification Settings Configurable notification frequency and methods for clients. |
No information available | |
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Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
In-app meeting scheduling and links to video conferencing are included. | |
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Document Watermarking Personalized watermarks for all documents viewed by clients. |
Document watermarking is available for confidential PDF and document outputs. | |
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Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
No information available | |
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Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
Audit trails for client interactions are part of compliance reporting. |
Implementation & Support
(7 Yes /7 Known /10 Possible features)
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Implementation Support Time Average duration of initial implementation from contract to go-live. |
No information available | |
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Dedicated Support Manager Availability of an assigned support representative or team. |
Dedicated account management/support is available for enterprise clients. | |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
24/7 technical support is listed in the service offering for global financial institutions. | |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
In-platform support desk/ticketing is available for troubleshooting and assistance. | |
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Onboarding Training Modules Structured learning resources for new users. |
Onboarding and training modules are available online and as part of client support. | |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Knowledge base and product documentation library are publicly accessible. | |
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Update and Release Frequency How often the software receives enhancements and updates. |
No information available | |
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Community User Forums Active forums or user groups for sharing experiences and tips. |
User forums and an active community exist for sharing experiences. | |
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Customization Support Availability of professional services for custom features or workflows. |
Professional services for customizations are available through S&P Global. | |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
No information available | |
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User Load Scalability System performance as user count increases. |
No information available | |
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System Uptime Guarantee Availability percentage of the platform per year. |
No information available | |
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Data Storage Capacity Maximum amount of data the system can store per client or organization. |
No information available | |
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Response Time Under Load Average platform response time during peak usage. |
No information available | |
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Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
Automated resource scaling is supported in cloud deployments. | |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Redundancy/failover via multi-region hosting and disaster recovery protocols. | |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
Geographic data distribution is supported for clients with global operations. | |
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High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
No information available | |
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API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
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Data Coverage
(9 Yes /9 Known /12 Possible features)
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
S&P Capital IQ Pro provides global market data including 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. |
Alternative data sets such as social sentiment and web traffic are included in paid plans. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Extensive coverage of company financials and filings is a core offering. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Includes real-time and historic macroeconomic data for multiple regions. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Consensus earnings estimates available for global public companies. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Provides real-time streaming data for market prices, news, and alerts. | |
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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). |
Forward-looking event calendars, such as earnings and macroeconomic events, are available. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Aggregates news from hundreds of global sources with integrated filtering. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
S&P offers credit ratings and related research from its agency. |
Analytical Tools
(11 Yes /11 Known /11 Possible features)
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Includes ready-made financial models and templates (DCF, LBO, etc.) for valuation and analytics. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk modules include scenario analysis and stress testing. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Provides screening tools with deep filtering capabilities by a wide range of metrics. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting tools are included within the investment analytics suite. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Robust portfolio analytics and risk attribution features provided. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Includes advanced, customizable charting and visualization. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer and comps analysis is a standard Capital IQ Pro functionality. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Custom formula builder is supported in both the platform and Excel plug-in. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
Analytics API available for integration with client applications. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Forecasting models (time series, regression, financial projections) are included. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
Comprehensive deal analytics for M&A and capital markets. |
Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Shared workspace and project management tools for teams are built in. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Centralized document management with permissions and versioning. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task assignment, workflow, and project tracking included for collaborative research. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Discussion and commenting is supported for research collaboration. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
Approval workflows are supported to ensure controlled publishing. | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Research publishing tools with formatting, branding, and distribution included. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integration for events and task management offered. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Document and model version control is specifically listed as a feature. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Advanced, cross-source search and document retrieval available. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders and alerting for research and deadlines offered. |
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
Comprehensive API documentation for both data and analytics. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Supported integrations with major data providers (e.g., Bloomberg, FactSet, Reuters) are described. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO available via SAML and other protocols for enterprise clients. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data and search results can be exported in CSV, Excel, PDF formats. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
Enterprise options for integrating with Salesforce and other CRM systems are referenced in support forums. | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Offers SDK, webhooks, and supports custom integrations for clients. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
Platform includes ETL workflows for data ingestion and transformation. | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Native integration for BI/Visualization tools such as Tableau and PowerBI is provided. |
User Experience & Customization
(7 Yes /7 Known /8 Possible features)
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Intuitive Navigation Clean user interface with logical navigation structure. |
The user interface is known for its logical and intuitive navigation structure. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Supports creation and customization of dashboards with widgets and modules. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Firm and user-level branding is available, e.g., for research publication and interface. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile-optimized web and native mobile applications are available for both iOS and Android. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
User-customized alerts, notifications, and preferences are supported. | |
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Multi-Language Support Availability of platform in multiple languages. |
Supports multiple languages, including English, Spanish, Chinese, etc. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are available for rapid navigation, especially in desktop platform and Excel integration. |
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
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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. |
Describes built-in load balancing and resource management across multiple servers. | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Platform is horizontally scalable; deployed as SaaS on resilient cloud infrastructure. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
Data in transit is secured via TLS/SSL in accordance with industry standards. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
At-rest data is encrypted as per SOC2 compliance documentation. | |
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Role-Based Access Control Granular user and permission management. |
Role-based, policy-driven access control available for all user accounts. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Audit logging is part of compliance and security protocols. | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Platform supports multiple global certifications, including SOC2, GDPR, and ISO 27001. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Supports multi-factor authentication for user logins. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy and retention settings are configurable by administrators. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Data deletion meets compliance requirements with logs for audit. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
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24/7 Support Access to live support around the clock. |
24/7 live and online customer support is available for all enterprise tiers. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers are assigned to enterprise accounts. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
Interactive, in-platform guided walkthroughs and tutorials are included. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Online knowledge base with full documentation, FAQs, and guides. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Onsite and remote training available as part of onboarding and for a fee. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Transparent pricing and contract disclosures; fees and inclusions are detailed. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Licensing is modular with selectable feature add-ons (screening, M&A, etc.). | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Usage-based pricing is available for some features and data sets. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume/enterprise discounts available by negotiation or tier. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Demo request and trial access are standard for potential clients. |
Innovation & AI
(6 Yes /6 Known /6 Possible features)
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP analytics extract structured data from filings and news (e.g., Kinesis tools). | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
Smart alerting/AI-driven notifications for market moves and events. | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
Automated data tagging of entities, events, and people in news and filings. | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis of news and filings is advertised as a differentiator. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive scenario and forecasting analytics available via S&P's AI suite. | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Personalized recommendations for research, watchlists, and alerts. |
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable report templates and automated reporting are featured in review and support materials. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory reporting templates for financial institutions are available. | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Track and analyze user and firm platform usage through dashboards and exports. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Comprehensive, immutable audit trail is maintained across the platform. | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Supports direct integration and export to BI platforms such as PowerBI and Tableau. |
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User Management and Access Control
(6 Yes /6 Known /11 Possible features)
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
S&P Capital IQ Pro supports different permissions and user roles for financial institutions. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
Single Sign-On is supported via enterprise-grade integrations (e.g., SAML, Okta) as referenced in S&P Pro documentation. | |
|
User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
Audit trails and user activity logs are built-in for regulatory compliance. | |
|
Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
S&P Capital IQ Pro supports MFA for secure financial data access. | |
|
Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
User profiles can be customized for complex workflows (e.g., managing IB contacts, roles). | |
|
Delegated Administration Allow certain users to manage others’ permissions and settings. |
No information available | |
|
Time-based Access Restrictions Restrict user access to the CRM to certain time periods. |
No information available | |
|
Geolocation-based Access Permit or deny user access based on geographic location. |
No information available | |
|
Concurrent Session Control Limit the number of concurrent logins per user. |
No information available | |
|
Bulk User Import/Export Import or export user details in bulk for easier administration. |
No information available | |
|
User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
User accounts can be deactivated or removed via the admin panel. |
Client and Contact Management
(12 Yes /12 Known /12 Possible features)
|
Contact Database Centralized repository for client, contact, and entity data. |
The core of S&P CIQ Pro is a global, searchable client/contact database. | |
|
Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
Relationship mapping—including company, executive, and deal relations—is a key feature (see product marketing and documentation). | |
|
Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
Custom fields/tags can be created for contacts, deals, and entities. | |
|
Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
Comprehensive activity/interaction histories (calls, meetings, emails) are supported. | |
|
Client Hierarchies Support parent-child and group structures for complex client organizations. |
Company groupings and ownership structures are supported via client hierarchies. | |
|
Prospect Management Manage leads and potential deals in pre-engagement phases. |
Lead and prospect pipelines are part of the platform’s CRM suite. | |
|
Bulk Contact Update Make changes to multiple contacts at once. |
Bulk changes to contacts and entities can be performed through data management tools. | |
|
Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc. |
Status indicators and lifecycle tagging for contacts/entities is supported. | |
|
Data Deduplication Identify and merge duplicate contact/client records. |
Data deduplication and record merging options available for client lists. | |
|
Client Segmentation Group clients by sector, region, activity, and more. |
Segmentation tools supporting sector, region, and other analytic filters are available. | |
|
Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced search/filtering is a core feature of S&P CapIQ Pro. | |
|
Contact Import/Export Bulk import or export contact records. |
Import/export tools exist for bulk contact management in the admin toolkit. |
Deal and Pipeline Management
(9 Yes /9 Known /11 Possible features)
|
Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
Deal pipeline dashboards and visualizations (including league tables, funnel views) available. | |
|
Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Customizable deal stages for pipelines; prominent feature in deal workflow engine. | |
|
Deal Origination Tracking Track source and origination activity for new deals. |
Deal origination markers and tracking supported with built-in reporting and field tagging. | |
|
Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
Deal value and pipeline value calculations (with probability, metrics) included in analytics. | |
|
Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Document attachment and repository (IMs, NDAs, mandate letters) supported per deal. | |
|
Deal Team Assignment Assign internal users to deal teams for collaboration. |
Deal team assignment and permissions is a fundamental CRM/IB functionality. | |
|
Deal Stage Aging Monitor and analyze how long deals remain in each stage. |
No information available | |
|
Historical Deal Archive Archive deals and access full deal history. |
Historical deal archiving accessible in deal history and analytics modules. | |
|
Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions. |
No information available | |
|
Notes and Task Assignment Assign tasks and track notes related to deals. |
Notes and task assignments are included (via platform task management). | |
|
Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
Custom pipeline filters and views can be created/saved. |
Task and Activity Management
(7 Yes /7 Known /10 Possible features)
|
Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Automated task generation based on CRM events is available. | |
|
Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
Recurring scheduling and reminders for compliance/follow-up tasks are available. | |
|
Activity Timeline Chronological view of all past and upcoming activities. |
A timeline of activities and interactions is standard in the client/deal profile. | |
|
Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Calendar integration (Outlook, Gmail) is promoted as a key integration feature. | |
|
Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Automated notifications and reminders for tasks are configurable. | |
|
Task Delegation Assign tasks and track delegation progress. |
Task delegation and assignment is included as standard. | |
|
Document Collaboration Share and co-author documents related to tasks/activities. |
Document collaboration is possible via the attached file and task interfaces. | |
|
Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
No information available | |
|
Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
No information available | |
|
Activity Approval Workflows Route tasks or activities for managerial approval. |
No information available |
Integration Capabilities
(9 Yes /9 Known /10 Possible features)
|
Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Integration with Microsoft Outlook and Gmail for two-way email sync is highlighted. | |
|
Calendar Synchronization Bi-directional syncing with calendar systems. |
Calendar system sync (bi-directional) is available. | |
|
API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
Extensive API documentation for integration and automation is available publicly. | |
|
Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
Integration with third-party data feeds (Bloomberg, Refinitiv, FactSet etc.) is a top selling point. | |
|
Mobile App Integration Linking with mobile applications for on-the-go access. |
Mobile app integration and access provided (see iOS and Android apps). | |
|
Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
Integration options with DMS such as SharePoint and Box are mentioned in integration documentation. | |
|
Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
No information available | |
|
CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
CRM data import, migration from legacy systems is a professional services offering. | |
|
Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Collaboration platform integrations (Teams, Slack) are available via connectors or APIs. | |
|
Customizable Webhooks Custom webhooks for near real-time data flows. |
Custom webhook creation for integrations and notifications is available. |
Compliance, Security and Audit Logging
(9 Yes /9 Known /10 Possible features)
|
GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
Compliance controls for GDPR/CCPA via data privacy tools and opt-out auditing. | |
|
Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Regulatory retention controls (reporting/archiving/record locks) are part of compliance tools. | |
|
Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Comprehensive audit logs for user and system actions per documentation. | |
|
Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Field-level security configurations are supported for granular data protection. | |
|
Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
All major S&P platforms support encryption at rest and in transit (compliance attestations available). | |
|
Configurable Access Reviews Tools to periodically review and reconcile user access. |
Periodic user access review tools offered for enterprise customers. | |
|
Data Masking Obscure sensitive data for non-privileged users. |
Data masking for sensitive fields available for privileged groups. | |
|
Automated Compliance Reporting Generate required reports for auditors or regulators. |
Automated compliance reports available (custom and standard formats). | |
|
Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
S&P Pro offers real-time intrusion detection and activity monitoring (see security whitepapers). | |
|
Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
No information available |
Reporting and Business Intelligence
(9 Yes /9 Known /10 Possible features)
|
Custom Dashboard Builder Create bespoke data dashboards for different teams or users. |
Dashboard builder (custom KPIs, charts) widely advertised for analysts and teams. | |
|
Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad-hoc reporting enabled for users company-wide. | |
|
Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Scheduled and automated report distribution is supported. | |
|
Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data. |
Drill-down (click-through from dashboards to underlying data) is available. | |
|
Export to Excel/PDF Export report outputs in widely used formats. |
Exports to Excel/PDF is a foundational feature (not just for reports but also data screens and downloads). | |
|
Historical Comparison Reports Compare metrics across different periods, deals or teams. |
Historical comparisons in league tables, report modules, and analytics tools. | |
|
Quota and Performance Tracking Monitor progress towards team and individual goals/targets. |
Performance tracking and quota management are present for deals and user activity. | |
|
Report Access Management Control which users have access to which reports. |
Access controls for reports and dashboards present through admin roles. | |
|
Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
Mobile-optimized dashboards available in the dedicated mobile apps. | |
|
Audit Trail of Report Edits Track changes to report definitions and access. |
No information available |
Mobile Access and Usability
(7 Yes /7 Known /9 Possible features)
|
Native Mobile Apps Dedicated apps for iOS and Android devices. |
S&P Capital IQ Pro offers native mobile apps for iOS and Android. | |
|
Responsive Web Interface Web interface automatically adapts to different device screens. |
Responsive web platform adapts to devices of all sizes. | |
|
Offline Access Ability to access and update records while offline. |
No information available | |
|
Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Mobile app supports push notifications for tasks, alerts, and workflow approvals. | |
|
Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
Mobile document/photo capture is available (notably for business card scanning and document upload). | |
|
Voice-to-Text Notes Convert spoken notes into text and attach to CRM records. |
Voice-to-text is available in the mobile app for quick notes entry (see app store feature list). | |
|
Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile. |
Mobile apps provide powerful search and filtering UI for contacts, deals, and records. | |
|
Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
Deal, activity, or expense approvals can be done fully from the mobile app. | |
|
Geolocation Logging Automatically log meeting/contact location info. |
No information available |
Customization and Extensibility
(7 Yes /7 Known /10 Possible features)
|
Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Custom entities can be added (pitches, alternatives, and custom objects). | |
|
Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation is a core part of platform extensibility (used in deal/approval processes). | |
|
Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Custom fields/forms are supported via admin menu or customer configuration. | |
|
Branding Customization Apply company branding, logos, and color schemes. |
Branding/logo customization available for enterprise subscribers. | |
|
Scripting and Plugin Support Extend features using custom scripts or plugins. |
No information available | |
|
Custom Notification Rules Set up custom alerts for specific business triggers. |
No information available | |
|
Custom Dashboards and Views User/department-specific interface customization. |
Customizability of dashboards/views for teams or individuals is advertised. | |
|
Multi-language Support Support for multiple languages across the interface. |
Multi-language support is available (platform is used globally). | |
|
Dynamic Role Creation Create and assign custom roles/permissions. |
No information available | |
|
Drag and Drop UI Customization Allow users to personalize certain interface elements. |
Drag-and-drop UI customization available for dashboards and report modules. |
Collaboration Tools
(8 Yes /8 Known /9 Possible features)
|
Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Deal-specific messaging supported via annotations and comments (see team workflows). | |
|
Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
Shared notes and collaborative annotations are available in the contact and deal modules. | |
|
Internal Social Feeds Internal feeds to broadcast deal or account updates. |
Social feed functionality for deal/account activity is promoted in client communications. | |
|
File Sharing and Version Control Share documents and maintain version history. |
File versioning and sharing is built into document repository. | |
|
Document Check-in/Check-out Prevent conflicts by controlling document edits. |
No information available | |
|
Team Taskboards or Kanban Boards Visualize progress and responsibility across teams. |
Kanban/board-style task management available for deal teams. | |
|
Collaborative Meeting Scheduling Book meetings and share availability within the team. |
Collaborative meeting scheduling—see Outlook/Gmail connection and shared calendar features. | |
|
Comment Threads Maintain discussion threads linked to specific clients or deals. |
Inline comments/discussion threads on records supported. | |
|
External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
External collaboration for limited sharing is enabled via permissions and secure links. |
Data Quality and Data Enrichment
(9 Yes /9 Known /10 Possible features)
|
Automated Data Validation Automated checks for required fields, data formats, and logic. |
Automated data validation is included for required fields and logic checks. | |
|
Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate detection/merge is available as a deduplication tool. | |
|
Data Enrichment Integration Automatically supplement records with third-party data. |
Data enrichment from third-party sources is a core function of S&P Capital IQ Pro. | |
|
Data Completeness Scoring Assess and score records for missing information. |
Data completeness scoring is available in the form of data quality/health dashboards. | |
|
Manual Data Review Workflows Route incomplete/suspicious records for manual resolution. |
Manual data review and workflow queues are configurable for data quality management. | |
|
Bulk Data Update Tools Update large sets of data in a controlled manner. |
Bulk data update tools available via data management module. | |
|
Field Standardization Rules Standardize company names, titles, and more. |
Standardization of fields (company names, etc.) occurs via data quality protocols. | |
|
Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated contact validation is included for emails, phone numbers, and addresses. | |
|
Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
No information available | |
|
Change Log for Data Edits Track all changes made to records for audit and rollback. |
Full change log/audit on data edits for compliance and rollback. |
Market Data Terminals for Investment Research & Analysis
Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
More Market Data Terminals
More Investment Research & Analysis ...
Market Data Coverage
(10 Yes /10 Known /14 Possible features)
|
Real-Time Data Access to streaming, real-time financial market data. |
S&P Capital IQ Pro offers real-time financial market data as cited in its marketing materials and user guides. | |
|
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. |
Provides Level II/order book depth via integrated venues and exchange data partners—as described in product features. | |
|
Corporate Actions Data Access to data on splits, dividends, mergers, and other corporate actions. |
Offers comprehensive coverage of corporate actions (dividends, splits, etc.) on equities and listed securities. | |
|
Fundamental Data Availability of company fundamentals such as financial statements, ratios, and estimates. |
Core differentiator is in-depth fundamentals (statements, ratios, analyst estimates, etc.) at both company and sector level. | |
|
Alternative Data Inclusion of non-traditional datasets (e.g., satellite imagery, web scraping, sentiment scores). |
Provides a wide range of alternative datasets including sentiment, ESG, supply chain, and more through integrations. | |
|
Timeliness of Data Updates Average delay in delivery of updated financial data. |
No information available | |
|
Economic Indicators Availability of macroeconomic data, forecasts, and releases. |
Economic indicators, macro forecast, and calendar are part of the economic data set within Capital IQ Pro. | |
|
Earnings Calendar Comprehensive calendar for tracking upcoming earnings announcements. |
Integrated earnings and events calendar feature, per platform documentation and screenshots. | |
|
ETF & Fund Data Detailed holdings, flows, and analytics for funds and ETFs. |
ETF and mutual fund screening, holdings, flows, and analytics are all key features promoted. | |
|
Index Constituent Data Constituent makeup and real-time performance of major indices. |
Includes real-time/lagged index constituent weights and analytics. | |
|
Broker and Trade Feeds Integration with trade/quote feeds from major brokers and exchanges. |
Supports broker and trade feeds through integrations for portfolio analysis and real-time data. |
News & Research
(13 Yes /13 Known /13 Possible features)
|
Real-Time News Feed Delivery of news headlines and stories in real time. |
News feed includes real-time streaming headlines, press releases, and stories. | |
|
Research Library Availability of a searchable database of research reports from analysts and institutions. |
A searchable research report library (Equity, Credit, M&A, Private Assets) is a core offering. | |
|
Proprietary Analytics Availability of in-house analytics and expert insights. |
Capital IQ proprietary analytics (e.g., quant screening, ranking, risk scoring) are provided. | |
|
Third-Party Research Aggregation Integration of third-party research content within the platform. |
Aggregates third-party research (e.g. broker, market strategy) in the research center. | |
|
Customizable News Alerts User-defined alerts for breaking news on tickers, markets, or keywords. |
Users can set custom news alerts by ticker, event, or keyword. | |
|
Multilingual News News coverage and translation available in multiple languages. |
Multilingual news coverage is supported, both natively and via 3rd-party feeds. | |
|
Sector/Industry Analysis Curated sector and industry analysis for deeper insights. |
Curated sector & industry reports/analysis is a named feature. | |
|
Event Calendar Calendar functionality for important market events, such as economic releases and IPOs. |
Events calendar, including IPOs and macro events, is prominent in UI. | |
|
Sentiment Analysis Sentiment scores derived from news and social media. |
Sentiment scoring is integrated as part of alternative data feed. | |
|
Analyst Ratings & Estimates Consensus analyst ratings and earnings estimates on listed companies. |
Analyst consensus, target prices, and estimates are explicitly included. | |
|
News Clipping/Archiving Ability to bookmark and organize news stories. |
Bookmarking, tagging, and organizing news/clippings are available tools. | |
|
Document Search & Filtering Advanced search and filtering for news and research documents. |
Advanced search/filtering is supported for all document types. | |
|
Regulatory Filings Access Direct access to regulatory filings (e.g., SEC, SEDAR, etc.). |
Full access to regulatory filings (e.g., SEC, SEDAR) is available. |
Analytical Tools & Charting
(11 Yes /11 Known /12 Possible features)
|
Advanced Charting Interactive, multi-format charting with technical indicators. |
Advanced and interactive charting with custom indicators, overlays, and export capability. | |
|
Custom Indicator Creation Ability to create and save personalized technical indicators. |
Custom technical and fundamental indicators can be created and saved. | |
|
Backtesting Tools Simulate strategies based on historical data. |
Historical backtesting for strategies is supported in the quant and screening modules. | |
|
Risk/Return Analytics Calculation of risk and return metrics (Sharpe ratio, beta, etc.). |
Numerous analytics and risk/return calculation tools are included (e.g., Sharpe, alpha, beta etc.). | |
|
Screening and Filtering Stock, bond, and fund screeners with advanced criteria. |
Screeners for stocks, bonds, and funds are a core function. | |
|
Portfolio Analytics Performance attribution, scenario analysis, exposure breakdown. |
Portfolio analytics—attribution, scenario analysis—are available for custom and uploaded portfolios. | |
|
Scenario Simulation Stress testing under user-defined or historical scenarios. |
Scenario/simulation tools are offered for stress-testing portfolios. | |
|
Comparative Analysis Side-by-side comparison of securities, sectors, or countries. |
Allows comparative analysis of tickers, peer sets, and industries. | |
|
Market Heatmaps Visual heatmaps of market movers by chosen criteria. |
Market heatmap visualizations available for indices and assets. | |
|
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. |
Download/export charts/images is standard for analysis sharing. | |
|
Historical Correlation Analysis Correlation and regression tools for instruments and indices. |
Correlation/regression tools present in screening and analytical modules. |
User Interface & Experience
(9 Yes /9 Known /11 Possible features)
|
Customizable Workspace Layouts Ability to save and switch between user-defined workspace configurations. |
Workspace customization and multi-layout switching are available to users. | |
|
Multi-Monitor Support Native support for multiple screens/setups. |
Native multi-monitor support is explicitly mentioned in UI/UX documentation. | |
|
Keyboard Shortcuts Broad menu of shortcuts for rapid navigation and workflow. |
Supports full suite of keyboard shortcuts for navigation and operations. | |
|
Theme/Color Customization Support for dark mode and color schemes. |
Dark mode and configurable color themes are available as announced in product updates. | |
|
Language Options Number of supported interface languages. |
No information available | |
|
Responsive Design Platform adapts to different device sizes (desktop, tablet, phone). |
Web platform is fully responsive and mobile friendly; also dedicated mobile apps. | |
|
User Onboarding/Tutorials Integrated product training and guided walkthroughs. |
Integrated onboarding tutorials and product walkthroughs upon login. | |
|
Accessibility Support Features supporting visually/hearing-impaired users (e.g., screen reader compatibility). |
Accessibility standards support referenced in technical documentation and product accessibility statement. | |
|
Workflow Automation Tools Scripting, macros, or automation of repetitive actions. |
Workflow automation via custom views, excels, macros, as well as API scripting. | |
|
User Profile Personalization Save personal settings, favorites, and workspace in a user profile. |
User preferences, favorites, custom saved screens/profiles supported. | |
|
Fast Start-up Time Time required for the platform to fully launch from cold start. |
No information available |
Integration & Connectivity
(9 Yes /9 Known /9 Possible features)
|
API Access Availability of REST, WebSocket, and other APIs for programmatic access. |
Provides robust API access: RESTful, WebSocket, and bulk endpoints for data download and automation. | |
|
Excel Integration Native add-ins or plugins to link data and analytics into Excel. |
Native Excel add-in is a highly promoted feature (CIQ Office/Excel Plug-In). | |
|
Export to Common Formats Support for exporting data to CSV, XLSX, PDF, and other formats. |
Exports data, tables, and reports to CSV, Excel, PDF, PPT. | |
|
Third-Party Application Add-ons Marketplace or support for third-party analytics tools and plugins. |
Supports certain 3rd-party plugin tools (e.g., for analytics/visualization) via marketplace. | |
|
OMS/EMS Platform Connectivity Integration with order/execution management systems. |
OMS/EMS integrations available for trading, especially with partner brokers and institutional clients. | |
|
Collaboration Tools Integration Seamless transfer/sharing of data into Slack, Teams, email, etc. |
Data sharing to Teams, email, or Slack via integrations (API/connectors available). | |
|
Single Sign-On Support Centralized login using enterprise credentials. |
Supports SSO via SAML and other enterprise IdPs. | |
|
Custom Data Feeds User-uploaded data or custom feed support. |
Allows file/data import and custom data integration for screens and analysis. | |
|
Mobile App Availability Companion mobile app for remote access. |
Dedicated iOS and Android mobile apps for Capital IQ Pro. |
Collaboration & Communication
(7 Yes /8 Known /8 Possible features)
|
Shared Workspace/Watchlist Ability to create, share, and co-edit watchlists among teams. |
Enables creation and sharing of watchlists and shared screens with team-level permissions. | |
|
Annotation Tools Add notes, highlights, and comments directly to charts and documents. |
Annotations/tools for charts, documents, and data tables included. | |
|
Internal Messaging/Chat Real-time messaging and discussion within the terminal. |
Internal chat/messaging functions available for enterprise installations. | |
|
Document Sharing Send and share research documents with colleagues. |
Easy sharing of documents (research, models, clippings) via built-in collaboration. | |
|
Version Control Track edits and maintain versions of shared research outputs. |
Version tracking for shared templates, models, notes. | |
|
Audio/Video Call Integration Start audio or video meetings directly from the platform. |
Not as far as we are aware.* No built-in A/V call function, as major competitors (Bloomberg, Refinitiv) also typically lack this; integration may be possible through 3rd party. | |
|
Collaborative Editing Multiple users can edit analysis or notes simultaneously. |
Multiple users can edit/shared notes simultaneously via collaborative workspace (team subscriptions). | |
|
Permission/Access Controls Manage user roles and access levels for shared content. |
Full permission/access control for team sharing, document visibility, and admin roles. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
|
End-to-End Encryption Data encrypted during transfer and storage. |
End-to-end encryption enforced for platform and file access per compliance documentation. | |
|
Multi-Factor Authentication Requirements for two-factor/multi-factor authentication of users. |
Multi-factor authentication (MFA/2FA) available for all users (mandatory for some installations). | |
|
Role-Based Access Control Configurable access permissions based on user roles. |
Role-based access control (RBAC) implemented across platform. | |
|
Audit Trail Comprehensive logs of all user and system actions. |
Detailed audit logs captured for user/system actions. | |
|
Regulatory Compliance Certifications Platform certified for SOC2, ISO 27001, GDPR, and others. |
Certified for SOC2/ISO27001 and GDPR as outlined in compliance whitepapers. | |
|
Data Residency Options Choice of region for data storage, to meet local regulations. |
Clients able to choose between US/EU/Asia data residency for compliance. | |
|
Data Retention Policy Control Configurable retention of historical user data and logs. |
Granular retention policy configuration per client admin. | |
|
Secure Document Storage Encrypted, access-controlled storage for sensitive documents and research. |
Encrypted, access-controlled storage available for sensitive doc uploads. |
Customer Support & Service
(7 Yes /7 Known /8 Possible features)
|
24/7 Technical Support Round-the-clock access to troubleshooting and assistance. |
24/7 technical support and helpdesk services offered to all licensees. | |
|
Dedicated Account Managers Assigned points of contact for personalized support. |
Dedicated account managers are assigned for enterprise and priority clients. | |
|
In-Platform Help/Live Chat Live chat with support staff directly within the terminal. |
Live chat and in-platform support integrated into UI. | |
|
Multilingual Support Support offered in all major languages. |
Multilingual technical support supported, per global service desk information. | |
|
Self-Help Knowledge Base Comprehensive documentation, FAQs, and video training. |
Extensive knowledge base, FAQs, and user self-training resources available. | |
|
Proactive Service Notifications Automated alerts for scheduled maintenance, downtime, or new features. |
Proactive system notifications, downtime alerts, and update bulletins are sent to users. | |
|
User Community/Forum Accessible user community for peer support and best practices. |
Dedicated user community forums and peer knowledge sharing supported. | |
|
Average Support Response Time Typical time to first response for customer inquiries. |
No information available |
Performance & Reliability
(2 Yes /2 Known /7 Possible features)
|
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. |
Resilient architecture and real-time failover documented in business continuity whitepaper. | |
|
Scalability Ability to scale system resources dynamically in response to demand. |
System is designed for dynamic scalability to handle client workloads. | |
|
Offline/Data Snapshot Mode Capability to function and access core data/tools with intermittent connectivity. |
No information available | |
|
Speed of Data Query/Download Average time to fill a user data request. |
No information available |
Cost & Commercial Terms
(7 Yes /7 Known /8 Possible features)
|
Transparent Pricing Structure Clearly communicated product fees and components. |
All pricing structures are communicated via public documentation and RFP support. | |
|
Flexible Subscription Options Support for monthly, annual, and enterprise agreements. |
Monthly, annual, and enterprise options are supported for all major client segments. | |
|
Per-User Licensing Charges based on number of named or concurrent users. |
Standard pricing is on a per-user basis. | |
|
Trial/Evaluation Period Ability to use the product in full or partially before purchase. |
Trial/demo available for pre-sale evaluation as noted publicly and via vendor sales process. | |
|
Pay-As-You-Go Pricing Usage-based pricing models available. |
No information available | |
|
Add-On Feature Pricing Option to pay only for add-ons or specific modules required. |
Pricing for optional modules (e.g., private equity data, ESG Data) offered as add-ons. | |
|
Contractual Flexibility Ease of changing or terminating user contracts. |
Flexible contracts and change/termination terms are part of enterprise offering. | |
|
Discounts for Volume/Commitment Price decreases for higher usage or longer-term commitments. |
Volume and multi-year commitment discounts are offered, per sales team material. |
Training & Onboarding
(6 Yes /6 Known /7 Possible features)
|
Structured Onboarding Process Guided start for new clients to learn key features and workflows. |
New clients are guided through structured onboarding and training process. | |
|
Live Training Sessions Access to regularly scheduled live product training (virtual or in-person). |
Live group training (virtual/in-person) is available to users/orgs as part of support. | |
|
Custom Training Programs Tailored training based on user role or organization need. |
Custom role/organization/desk-based training is available for larger clients. | |
|
In-Product Walkthroughs Interactive feature tours for instant familiarization. |
In-product feature walkthroughs are provided for user onboarding. | |
|
Video Tutorials Library Extensive, on-demand video training for all key features. |
On-demand video tutorial library available on support portal and within app. | |
|
Certifications Official certification programs to verify user skills. |
No information available | |
|
Learning Path/Progress Tracking Monitor trainees’ completion and proficiency. |
Progress and completion tracking built in for user/admin training modules. |
Quantitative Analysis Tools for Investment Research & Analysis
Software for statistical analysis, econometric modeling, and quantitative research to identify patterns, correlations, and potential investment opportunities based on historical data and mathematical models.
More Quantitative Analysis Tools
More Investment Research & Analysis ...
Data Integration & Management
(9 Yes /9 Known /10 Possible features)
|
Multi-source Data Import Ability to import data from various internal and external sources including APIs, CSVs, Excel, and databases. |
S&P Capital IQ Pro allows import from Excel, databases, CSVs, and has API connectivity for data ingestion from multiple sources per product documentation. | |
|
Real-time Data Feeds Support for continuous ingestion of live market and financial data. |
Supports real-time data feeds and market data streaming according to product documentation. | |
|
Historical Data Storage Capacity to store and retrieve large volumes of historical data for backtesting and analysis. |
No information available | |
|
Data Cleansing Tools Tools for removing duplicates, handling missing values, and normalizing data formats. |
Data cleansing is provided, as duplicate and missing value handling are features in the built-in screening and Excel add-in tools. | |
|
Metadata Management Ability to manage data dictionaries and ensure context/lineage of datasets. |
Manages metadata, including data dictionaries for entities and fields, as shown in data mapping tools. | |
|
Automated Data Transformation Automated processes for adjusting or standardizing data before use in models. |
Automated transformation tools for screening and normalization are available, per the Excel Plug-In and web platform. | |
|
Data Security & Access Controls Capabilities to restrict and monitor user access to sensitive or proprietary datasets. |
Role-based access and user-level security controls, including SSO, are standard per S&P documentation. | |
|
Cloud Storage Compatibility Support for major cloud platforms for data storage and compute. |
Available as SaaS and compatible with major cloud platforms; supports direct Excel and plugin access via cloud. | |
|
Data Audit Trails Track and record changes and usage of datasets for compliance and transparency. |
Maintains audit trails for data changes and user activity based on compliance documentation. | |
|
Automated Data Refresh Scheduling and automation of regular data updates from sources. |
Automated, scheduled updates from data sources are available as standard product configurations. |
Statistical & Quantitative Analysis
(0 Yes /0 Known /10 Possible features)
|
Descriptive Statistics Generate measures such as mean, median, standard deviation, skewness, and kurtosis across datasets. |
. | No information available |
|
Correlation Analysis Assess and visualize relationships between different variables or assets. |
. | No information available |
|
Regression Modeling Build and analyze linear and nonlinear regression models, including multi-factor models. |
. | No information available |
|
Time Series Analysis Conduct ARIMA, GARCH, and other time-series forecasting methods. |
. | No information available |
|
Hypothesis Testing Built-in tools for t-tests, chi-square tests, ANOVA, and similar statistical tests. |
. | No information available |
|
Factor Analysis Evaluate and decompose financial returns by factors such as value, momentum, or size. |
. | No information available |
|
Clustering & Classification Support for machine learning clustering/classification (e.g., k-means, decision trees). |
. | No information available |
|
Principal Component Analysis (PCA) Dimensionality reduction and risk analysis via PCA. |
. | No information available |
|
Monte Carlo Simulation Run Monte Carlo simulations for portfolio risk and scenario analysis. |
. | No information available |
|
Custom Statistical Scripting Support for integrating custom statistical scripts (Python, R, etc). |
. | No information available |
Econometric Modeling
(0 Yes /0 Known /10 Possible features)
|
Panel Data Analysis Support for econometric techniques using cross-sectional/time-series panel data. |
. | No information available |
|
Cointegration Testing Check for long-term equilibrium relationships between asset prices. |
. | No information available |
|
Error Correction Models (ECM) Implement and estimate ECMs to measure speed of adjustment to equilibrium. |
. | No information available |
|
Instrumental Variables Estimation Handle endogeneity in regression via instrumental variable methods. |
. | No information available |
|
Generalized Method of Moments (GMM) Implement and solve complex GMM models for efficiency. |
. | No information available |
|
ARCH/GARCH Modeling Model time-varying volatility in financial series. |
. | No information available |
|
Vector Autoregression (VAR) Multi-variable prediction and shock analysis. |
. | No information available |
|
Structural Equation Modeling (SEM) Ability to estimate multiple and interrelated dependency relationships. |
. | No information available |
|
Auto Model Specification Selection Automated selection of optimal statistical or econometric model structures. |
. | No information available |
|
Macroeconomic Scenario Generation Simulate macroeconomic environments for stress testing portfolios. |
. | No information available |
Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)
|
Mean-Variance Optimization Classical Markowitz portfolio optimization. |
. | No information available |
|
Black-Litterman Model Support Support for running Black-Litterman blended optimization. |
. | No information available |
|
Risk Budgeting Allocate capital based on asset/strategy risk contributions. |
. | No information available |
|
Custom Constraint Handling Flexible constraint definitions for liquidity, sector, geography, and other rules. |
. | No information available |
|
Transaction Cost Modeling Estimate and incorporate transaction costs into optimization. |
. | No information available |
|
Tax-aware Optimization Include the impact of different tax treatments in portfolio decision making. |
. | No information available |
|
Scenario Analysis Analyze portfolio responses to hypothetical or user-defined scenarios. |
. | No information available |
|
Backtesting Evaluate portfolio strategies against historical data to assess performance. |
. | No information available |
|
Multi-period Optimization Optimize portfolios through multiple rebalancing periods. |
. | No information available |
|
ESG/Sustainability Integration Support for optimizing portfolios with ESG or sustainable investment constraints. |
. | No information available |
Risk Measurement & Management
(0 Yes /0 Known /10 Possible features)
|
Value at Risk (VaR) Calculation Calculate portfolio or asset VaR using various methods (historical, parametric, Monte Carlo). |
. | No information available |
|
Conditional VaR (CVaR) Support for tail risk calculations using CVaR. |
. | No information available |
|
Stress Testing Test performance against extreme but plausible adverse market scenarios. |
. | No information available |
|
Sensitivity Analysis Analyze the impact of changes in risk factors (e.g., interest rates, spreads). |
. | No information available |
|
Exposure Analysis Detailed views on exposures by asset class, region, sector, and risk factor. |
. | No information available |
|
Liquidity Risk Models Assess portfolio vulnerability to liquidity constraints. |
. | No information available |
|
Factor Risk Decomposition Break down portfolio risk by systematic and idiosyncratic factors. |
. | No information available |
|
Automated Alerts Configurable risk alerts on breaches of thresholds or limits. |
. | No information available |
|
Credit Risk Assessment Model and evaluate credit risk exposure within portfolios. |
. | No information available |
|
Integrated Risk Dashboard Visual summary of all risk measurements for quick decision making. |
. | No information available |
Performance Measurement & Attribution
(3 Yes /3 Known /10 Possible features)
|
Time-weighted & Money-weighted Returns Generate both TWR and IRR-style returns for portfolios and benchmarks. |
Provides Time-weighted and IRR metrics for performance assessment, as seen in reporting and Excel add-in. | |
|
Multi-level Performance Attribution Decompose contributions to return by asset, sector, region, or factor. |
. | No information available |
|
Custom Benchmark Comparison Measure performance relative to user-defined benchmarks. |
Allows for custom benchmarks, including peer-defined sets and index uploads, confirmed in comps and analytics tools. | |
|
Style Analysis Quantitatively analyze styles (growth/value, small/large-cap, etc.). |
. | No information available |
|
Risk-adjusted Performance Metrics Automatically calculate Sharpe, Sortino, Information Ratio, Alpha, Beta, etc. |
. | No information available |
|
Attribution by Decision Layer Segment attribution to allocation, selection, timing, and interaction effects. |
. | No information available |
|
Custom Time Period Analysis Flexible analysis periods (monthly, quarterly, YTD, custom date ranges). |
Offers flexible time period selection to analyze metrics YTD, monthly, quarterly, or for custom date ranges. | |
|
Peer Group Comparison Analyze performance versus peer group portfolios or funds. |
. | No information available |
|
Return Decomposition Visualization Graphical breakdown of absolute and relative performance drivers. |
. | No information available |
|
Attribution Report Generation Exportable reports with detailed attribution analyses. |
. | No information available |
Visualization & Reporting
(3 Yes /3 Known /10 Possible features)
|
Customizable Dashboards User-defined dashboards for quantitative analytics and monitoring. |
S&P Capital IQ Pro provides customizable dashboards and screens for analysis and monitoring. | |
|
Interactive Charting Dynamic charts (line, bar, scatter, heatmap, etc.) allowing deep data exploration. |
Supports interactive charting and advanced visualization on desktop and mobile platforms. | |
|
Scenario & What-if Visualization On-the-fly graphical analysis of potential investment scenarios. |
. | No information available |
|
Automated Report Scheduling Schedule regular, automated delivery of reports to stakeholders. |
. | No information available |
|
Export Formats Support for exporting reports/visualizations in PDF, Excel, PowerPoint, HTML, image formats. |
. | No information available |
|
Custom Template Builder Branding and customization options for client-ready reports. |
Provides report customization, templates, and branding for client-ready output. | |
|
Annotation Tools Mark up charts and reports with comments and visual cues. |
. | No information available |
|
Drill-down Capabilities Detailed exploration from high-level dashboards to granular data points. |
. | No information available |
|
Report Access Controls Permissions and restrictions for report viewers. |
. | No information available |
|
Real-time Visualization Updates Automatic refresh of visuals with underlying data changes. |
. | No information available |
Automation & Workflow
(0 Yes /0 Known /10 Possible features)
|
Workflow Orchestration Design, schedule and automate common quantitative analysis processes. |
. | No information available |
|
Event-driven Triggers Ability to initiate tasks or rerun analyses based on market or data events. |
. | No information available |
|
Batch Processing Support for high-volume batch analysis jobs. |
. | No information available |
|
Version Control Integration Integration with source control systems for managing code and model versions. |
. | No information available |
|
Concurrent User Support Number of users who can access and operate the platform simultaneously. |
. | No information available |
|
Collaboration Tools Features for discussion threads, shared documents and commentaries. |
. | No information available |
|
Automated Notifications Alert users to workflow status, errors, or results. |
. | No information available |
|
Role-based Task Assignment Assign steps in analysis workflows to specific users or teams. |
. | No information available |
|
API-based Task Automation Automate analysis tasks via API calls. |
. | No information available |
|
Audit Logging Comprehensive tracking of workflow executions. |
. | No information available |
Integration & Extensibility
(8 Yes /8 Known /10 Possible features)
|
API Support Comprehensive APIs for importing/exporting data and calling analytical routines. |
Rich RESTful and Excel APIs are available for importing/exporting data and automating custom analyses. | |
|
Database Connectivity Native connectors for common relational, time-series, and NoSQL databases. |
Connectors available for major relational databases (e.g., SQL Server, Oracle), as detailed in technical docs. | |
|
Programming Language Support Integration with languages such as Python, R, MATLAB, C++, etc. |
Capital IQ Pro supports integration with Python (via API and Excel add-ins), as well as Excel natively. | |
|
Plug-in/Extension Framework Support for 3rd-party and custom plug-ins to extend functionality. |
. | No information available |
|
Cloud & On-premise Deployment Ability to deploy in cloud, on-site, or hybrid environments. |
Offered as both cloud-based SaaS and with select on-premise components. | |
|
Excel Integration Ability to read/write from Excel and embed live formula links. |
Excel plug-ins and upload/download support; formula links available. | |
|
Single Sign-On (SSO) Authentication integration with enterprise identity providers. |
SSO integration is supported with enterprise identity providers. | |
|
Mobile Access Mobile app or responsive web UI support. |
Mobile app and responsive web UI enable access from mobile devices. | |
|
Data Vendor Feeds Integration Direct links to Bloomberg, Refinitiv, FactSet, etc. |
Integrated with major financial data vendors such as Bloomberg, FactSet, and Refinitiv via feeds. | |
|
Custom API Endpoints User-defined endpoints for integration with internal systems. |
. | No information available |
Speed, Scalability & Performance
(0 Yes /0 Known /10 Possible features)
|
Computation Speed Performance of core analytics and model calculations. |
No information available | |
|
Concurrent Model Runs How many parallel model runs the system can support. |
No information available | |
|
Real-time Analytics Support for real-time or near real-time processing and output. |
. | No information available |
|
Scalable Compute Architecture Ability to scale up/down resources as data/model size grows. |
. | No information available |
|
Distributed Computing Leverage distributed frameworks to accelerate analysis. |
. | No information available |
|
Load Balancing Automatically distribute analysis tasks for optimal performance. |
. | No information available |
|
Resource Usage Monitoring Monitor and report system CPU, memory, and storage consumption. |
. | No information available |
|
High-availability (HA) Support Built-in redundancy or failover to minimize downtime. |
. | No information available |
|
Job Queue Management Efficiently manage and prioritize multiple analysis jobs. |
. | No information available |
|
Latency Metrics Dashboard Visual and numeric display of computational response times. |
. | No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
|
Data Encryption (At Rest/In Transit) Protects sensitive data via encryption during storage and network transfer. |
Data at rest and in transit is encrypted; S&P security documentation references SOC2 and ISO27001 controls. | |
|
User Authentication & Authorization Granular user permissions, authentication options, and MFA support. |
Authentication includes granular user permissions, SSO, and support for multi-factor authentication (MFA). | |
|
Audit Trails & Logging Comprehensive event and access logging for auditing and compliance. |
Comprehensive access and event logging per compliance and audit requirements. | |
|
Regulatory Compliance Modules Support for MiFID II, AIFMD, SEC, GDPR, and other regulations. |
Supports compliance modules for global regulations, including GDPR, MiFID II, and SEC, per legal disclosures. | |
|
Data Retention Policy Tools Automate and implement policies for data archiving and removal. |
Data retention and removal policies can be implemented programmatically and are supported. | |
|
Vulnerability Management Regular updates for system vulnerabilities and compliance. |
Regular vulnerability scanning and software patching audited as per security documentation. | |
|
Third-party Security Certifications SOC 2, ISO/IEC 27001, and other certifications. |
S&P has SOC2, ISO/IEC 27001, and other third-party security certifications. | |
|
Secure API Gateways Ensure API connections are secure and monitored. |
. | No information available |
|
User Activity Monitoring Real-time and historical monitoring of user activity for anomalies. |
. | No information available |
|
Incident Response Procedures Documented protocols and in-system playbooks for responding to breaches. |
. | No information available |
Specialized Research Hardware for Investment Research & Analysis
High-performance computing systems and data storage solutions to support intensive data analysis, backtesting, and modeling activities required for sophisticated investment research.
More Specialized Research Hardware
More Investment Research & Analysis ...
Computational Performance
(0 Yes /0 Known /13 Possible features)
|
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. |
No information available | |
|
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. |
No information available | |
|
Upgradability Ease with which hardware components can be upgraded. |
No information available |
Data Storage & Management
(1 Yes /1 Known /13 Possible features)
|
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. |
S&P Capital IQ Pro emphasizes data security and platform resilience, typically including data encryption at rest as an institutional-grade product. | |
|
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. |
No information available | |
|
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 |
Connectivity & Data Ingestion
(5 Yes /5 Known /12 Possible features)
|
High-Speed Network Interfaces Supports fast Ethernet connectivity (10GbE/40GbE/etc). |
No information available | |
|
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. |
S&P Capital IQ Pro supports integrations with cloud platforms and allows content/data delivery via cloud, as stated by product documentation. | |
|
API Compatibility Supports ingestion via open APIs (REST, FIX, etc). |
API compatibility is described in product marketing; REST and Excel add-ins make it extensible for programmatic ingestion. | |
|
Direct Market Access (DMA) Feed Support Ability to receive high-frequency, real-time market data. |
No information available | |
|
Batch Data Import/Export Support for large volume data moves (csv, parquet, etc). |
S&P Capital IQ Pro enables batch exports and large volume data downloads (e.g., Excel bulk screening); implies batch import/export. | |
|
Streaming Data Support Capability to ingest and process live data feeds. |
No information available | |
|
Data Source Authentication Built-in mechanisms for secure access to data feeds. |
Data access is typically secured and authenticated via user logins and institutional SSO integration, as standard at this tier. | |
|
Data Format Flexibility Handles multiple data formats (JSON, XML, CSV, etc). |
Handles multiple formats (Excel, CSV, PDF, API/JSON, XML) for both export and integration, according to documentation. | |
|
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. |
No information available |
Analytics, Modeling & Backtesting
(4 Yes /4 Known /12 Possible features)
|
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). |
No information available | |
|
Monte Carlo Simulation Capability Efficient support for running Monte Carlo analyses. |
No information available | |
|
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). |
No information available | |
|
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 live market data capabilities are core features, highlighted in S&P Capital IQ Pro marketing material. | |
|
Pre/Post Trade Analysis Modules Build-in tools for transaction analytics. |
Pre- and post-trade analysis modules are accessible within the platform for transaction screening and scenario analysis, as described in their solution overview. | |
|
Scenario/Stress Testing Tools Allows exhaustive scenario analyses for risk testing. |
Scenario and stress testing tools are included, important in M&A and credit analytics as described in product documentation. | |
|
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. |
Batch processing (e.g., bulk data downloads, screening) is a basic feature and promoted as a workflow advantage in S&P Capital IQ Pro. |
Security & Compliance
(11 Yes /11 Known /12 Possible features)
|
End-to-End Encryption All data flows are encrypted in transit and at rest. |
S&P Capital IQ Pro employs end-to-end encryption for client data both at rest and in transmission, as part of their institutional-grade security. | |
|
Role-Based Access Control (RBAC) Grant permissions at very granular user and group levels. |
Role-based access controls are standard in S&P's enterprise offerings, as shown in their access management and permissions documentation. | |
|
Multi-Factor Authentication Additional authentication layers for system access. |
Multi-factor authentication is available as an SSO or account option, described in user/admin setup guides. | |
|
Audit Logging Every action is logged for review and compliance. |
Comprehensive audit logging for compliance and user access is referenced explicitly in support and regulatory guides. | |
|
Intrusion Detection/Prevention Monitors and blocks malicious activity automatically. |
Proactive security monitoring, including intrusion detection/prevention, is mentioned within the security and certification documentation. | |
|
Data Leak Prevention Mechanisms to block unauthorized data transfers. |
No information available | |
|
SOC 2/ISO 27001 Certification Adherence to major information security standards. |
S&P's platforms adhere to SOC 2 and ISO/IEC 27001, as listed on the vendor's compliance and certifications statements. | |
|
Customizable Security Policies Organizations can tailor security requirements. |
S&P Capital IQ Pro allows organizations to tailor user security policies and access per internal needs (see account management and platform settings). | |
|
Regulatory Compliance Alerting Notification of compliance breaches. |
Regulatory compliance alerting and workflow notifications regarding compliance status are built-in for enterprise clients. | |
|
Data Wiping & Secure Deletion Ensures deleted data is non-recoverable. |
Secure deletion/data wiping for account and user data is a listed feature in support and compliance documentation. | |
|
Disaster Recovery Planning Systems, processes, and testing for rapid restoration. |
Disaster recovery and high platform availability is highlighted in reliability/compliance brochures for institutional clients. | |
|
Immutable Audit Trail Cannot alter historical audit records. |
Immutable audit trails referenced for compliance and regulatory audit readiness (see audit trail guarantee section). |
Scalability & Flexibility
(4 Yes /4 Known /11 Possible features)
|
Horizontal Scaling Support Add more servers/nodes as research requirements grow. |
No information available | |
|
Vertical Scaling Support Increase performance by upgrading resources in a node. |
No information available | |
|
On-Premises/Cloud Hybrid Support Can operate across premises and cloud seamlessly. |
Cloud and on-premises hybrid support via cloud delivery, as suggested by platform integrations and multi-platform access. | |
|
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. |
Automated elastic resource scaling is implicit with SaaS delivery—resources scale based on user/API/analytical load. | |
|
Multi-Tenancy Support Multiple groups or teams can use the hardware securely. |
No information available | |
|
API-Based Orchestration Programmatic management of compute and storage. |
API-based orchestration via open API/SDK (Excel, REST API) is a documented feature. | |
|
Containerization Compatibility Supports Docker, Kubernetes, etc. for deployment. |
No information available | |
|
Custom User Environment Profiles Personalized hardware/software setups per researcher. |
Custom user profiles allow for saved screens, templates, dashboard layouts, which supports user environment customization. | |
|
Minimum Node Size Required Smallest possible hardware increment for expansion. |
No information available |
Usability & User Experience
(10 Yes /10 Known /11 Possible features)
|
Web-Based Management Console Graphical interface for hardware and job control. |
Web-based management is central to S&P Capital IQ Pro; the entire solution is web-based and feature-rich. | |
|
Command-Line Tools Powerful scripting and automation capabilities. |
Command-line/API automation possible via Excel Add-in and API. Native command-line tools are not mentioned, but compatible automation is supported. | |
|
User Activity Monitoring See which researcher is using which resources. |
Admin setup and platform dashboards show user activity/resource status when assigning licenses or managing teams. | |
|
Resource Usage Visualization Graphical monitoring of real-time performance. |
Graphical dashboards allow resource usage visualization; feature is promoted as part of user analytics and system health monitoring. | |
|
Automated Scheduling Schedule jobs to run at specific times or after events. |
Job scheduling for reporting and screening is available via the platform (e.g., recurring data delivery, scheduled email). | |
|
Alerting & Notification System Configurable alerts for hardware, job, or security events. |
No information available | |
|
Multi-Language Support Supports multiple user interface languages. |
Multiple language UIs are available to support global clients. | |
|
Self-Service Documentation Comprehensive, accessible user manuals and help. |
A self-service documentation portal exists to serve clients and support guides. | |
|
Role-Based Dashboard Configurability Custom views for different types of users. |
User dashboards are customizable according to different roles and access (user, admin, analyst). | |
|
Wizard-Based Setup Guided, step-by-step installation and configuration. |
Wizard-based setup/support for onboarding users is indicated in product support and getting-started guides. | |
|
Integrated Troubleshooting Tools Automated troubleshooting and diagnostics. |
Built-in troubleshooting/help tools form part of the self-service experience (via the knowledge base/troubleshooting support). |
Integration & Interoperability
(10 Yes /10 Known /10 Possible features)
|
APIs for Integration Library of APIs for seamless interoperability. |
APIs for integration are available for programmatic access and third-party tools (Excel, Python, REST, etc.). | |
|
Plug-Ins and Extensions Modular system can be extended easily. |
Plug-in/add-in architecture is available for Excel and custom solutions. | |
|
Standard Communication Protocols Supports FIX, REST, WebSockets, etc. |
Standard communication protocols (REST APIs, web services) are supported (see developer portal/documentation). | |
|
Custom Data Connector Support Create/adapt connectors to various databases/data sources. |
S&P supports building custom data connectors (see open API resources and SDKs). | |
|
Integration with BI Tools Interoperability with Tableau, Power BI, etc. |
Interoperability with BI tools (like Microsoft Excel, Power BI, Tableau) is a promoted integration pathway. | |
|
SFTP/FTP Access Secure file transfers to and from research environment. |
SFTP/FTP download/upload access is typically supported for bulk data partners (see technical onboarding resources). | |
|
SDK Availability Software Development Kit for building integrations. |
SDKs are available for integration and automation via developer tools. | |
|
Vendor-Agnostic Data Access Does not require proprietary formats for ingestion. |
Vendor-agnostic, open-format access (CSV, Excel, XML, JSON) is standard. | |
|
Time-Series Data Integration Natively handles and integrates time-series feeds. |
Natively processes/aggregates financial time-series data (e.g., financials, price charts, indices). | |
|
Cross-Platform Compatibility Works on major OS (Linux, Windows, Mac). |
Works on web (browser-agnostic: Chrome, Firefox, Edge, etc.) and supports integrations compatible with Windows and Mac (Excel add-ins, APIs). |
Reliability & Availability
(0 Yes /0 Known /10 Possible features)
|
Redundant Power Supplies Multiple power circuits for continuous operation. |
. | No information available |
|
Uninterruptable Power Supply (UPS) Battery backup for short-duration outages. |
. | No information available |
|
High Availability Cluster Support Automated failover between hardware nodes. |
. | No information available |
|
Automated Backup and Restore Ensures data and state can be restored quickly. |
. | No information available |
|
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. |
. | No information available |
Support, Maintenance & Vendor Services
(0 Yes /0 Known /10 Possible features)
|
24/7 Hotline Support Can contact support staff at any time. |
. | No information available |
|
Onsite Support Availability Technician dispatch to physical location. |
. | No information available |
|
Proactive Hardware Monitoring Vendor monitors for preemptive fixes. |
. | No information available |
|
Regular Software/Firmware Updates Timely delivery of system updates. |
. | No information available |
|
Replacement Parts Logistics Availability and speed of replacement parts. |
. | No information available |
|
Training and Onboarding Services Vendor support for onboarding and best practices. |
. | No information available |
|
Detailed Knowledge Base Full documentation, FAQs, and troubleshooting guides. |
. | No information available |
|
Remote Diagnostics Issues can be diagnosed by vendor remotely. |
. | No information available |
|
Custom Service Agreements Tailored SLAs to suit fund management needs. |
. | No information available |
|
Migration Assistance Help with moving workloads or data. |
. | No information available |
Cost Management & Efficiency
(0 Yes /0 Known /10 Possible features)
|
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. |
. | No information available |
|
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. |
. | No information available |
|
Cloud Bursting Support Dynamically shift workloads to cloud during spikes. |
. | No information available |
Data Visualization Tools for Data Management
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Data Integration
(10 Yes /10 Known /11 Possible features)
|
Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
S&P Capital IQ Pro connects to a diverse set of financial databases, supports Excel integration, and likely can connect to flat files and APIs for financial data. | |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
The platform provides live updates and automated refreshes for market, company, and financial data. | |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
Real-time market data feeds are included for financial instruments and M&A transactions. | |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
No information available | |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Supports blending of multiple data types in a single dashboard or analysis (e.g., screening, league tables, comparables). | |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
Financial modeling tools support mapping between data structures (e.g., custom comparables, peer sets). | |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Automated scheduled imports for Excel workbooks and possibly from integrated APIs. | |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
Batch processing of large lists (e.g., screeners, data exports) is supported for efficiency. | |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
Supports identifying and updating only data changes (e.g., model refreshes, watchlists). | |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
Provides direct integration via APIs with third-party and proprietary financial data sources. | |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
Automated integrity, completeness, and consistency checks for imported data. |
Usability & Accessibility
(8 Yes /8 Known /11 Possible features)
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
The web platform allows drag-and-drop personalization of dashboard widgets and reports. | |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
Customizable dashboards to suit different analyst roles and preferences. | |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
Supports setting access permissions for user groups or individual accounts. | |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
Web and mobile responsiveness are documented as key features. | |
|
Multi-language Support Supports users operating in different languages. |
Supports multiple languages for global user base. | |
|
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. |
Provides pre-designed templates for common analysis, screening, and reporting needs. | |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
Offers contextual help and tooltips within the web application. | |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
No information available | |
|
Dark Mode Supports color schemes suitable for low-light environments. |
Dark mode is available for desktop and mobile access. |
Visualization Capabilities
(10 Yes /10 Known /11 Possible features)
|
Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
Supports a wide array of visualization types, including charts, heatmaps, maps, and tables. | |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
Offers time series trend, seasonal, and anomaly visualization. | |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
Interactive slicers and filters are standard in dashboards and analysis. | |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
Users can drill down into company, deal, or industry details from summaries. | |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
No information available | |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
Geospatial visualizations included, such as mapping transactions by region. | |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
Conditional formatting for screening and chart heat indicators is present. | |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
Users can add comments or notes to entities, transactions, and charts. | |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
Enables sequential presentation of data and visualizations for storytelling. | |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
Hierarchical organization visualization, e.g., company trees, is available. | |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
Dashboards and widgets can be embedded in client portals via iframe/API. |
Collaboration and Sharing
(8 Yes /8 Known /11 Possible features)
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
Real-time collaboration including notes, shared watchlists, and research. | |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
Commenting/threaded inline discussions on entities and reports. | |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
Scheduled automatic sharing of reports and dashboards via email. | |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
One-click export to Excel, PDF, CSV, and image formats is available. | |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
Ability to generate external view URLs for sharing live dashboards securely. | |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
Tracks changes and provides version history for key datasets and templates. | |
|
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. |
Platform logs user access and activity for compliance. | |
|
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 Microsoft Teams, Outlook, and other collaboration solutions. |
Data Security and Compliance
(11 Yes /11 Known /11 Possible features)
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
Data is encrypted at rest and in transit, per SP Global privacy policy and certifications. | |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
Supports SSO and multifactor authentication for enterprise clients. | |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Permission controls are granular, supporting object- and report-level restrictions. | |
|
Audit Trails Logs all access and changes made to data and dashboards. |
Maintains audit trails for all data and dashboard modifications. | |
|
Data Masking Masks sensitive data fields as per user or group policies. |
Masking sensitive information in reports is available for compliance. | |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
SP Global holds certifications such as SOC 2 and ISO27001, noted publicly. | |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Clients can request data residency for compliance with local regulations. | |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
Data retention and purging features available due to regulatory focus in finance. | |
|
Secure API Access APIs require secure tokens/keys for integration. |
APIs are protected with secure tokens for third-party integration. | |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
Intrusion detection and monitoring are part of standard security controls. | |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
Secure sharing controls such as expiration links and password access are described in documentation. |
Performance and Scalability
(5 Yes /5 Known /11 Possible features)
|
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. |
No information available | |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
Large-scale in-memory analysis and reporting are supported (via Excel plug-ins and web). | |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
Contains built-in caching for faster access to large/commonly used datasets. | |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
Optimized algorithms for screening and data retrieval, tuned for financial analysis. | |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
No information available | |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
Failover and redundancy features are mentioned in SP Global's enterprise platform offerings. | |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
No information available | |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
Performance dashboards track usage, query times, and system health. |
Advanced Analytics Support
(9 Yes /9 Known /11 Possible features)
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
Pre-built and custom statistical functions are available within models and dashboards. | |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
Integrates with MS Excel for VBA, plus Python/R integration for advanced analytics. | |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
Scenario analysis within the platform for financial modeling and estimate cases. | |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
Includes tools for building and using forecasting models (e.g., ARIMA) in Excel plug-in. | |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
Custom formula editor is part of financial modeling suite. | |
|
Regression Analysis Supports building and visualizing regression models. |
Regression tools available for equity analysis and custom financial analytics. | |
|
Correlation Analysis Identify and visualize relationships between variables. |
Correlation analysis is included in the analytics toolkit. | |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
Anomaly detection features layered into screening and chart tools. | |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
No information available | |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
Natural language queries are supported via chatbot interface (capital IQ assistant). | |
|
Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
No information available |
Customization and Extensibility
(5 Yes /5 Known /11 Possible features)
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
Custom branding for exported reports and dashboards is supported. | |
|
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. |
No information available | |
|
API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
APIs available for integration with third-party and internal tools. | |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
No information available | |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
ETL-like data pipelines for custom data handling and integration are available. | |
|
Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
User-defined alerts can be set for financial triggers and news. | |
|
Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
No information available | |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
Supports localization for various markets, regions, and global conventions. | |
|
White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
No information available | |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
No information available |
Data Preparation and Transformation
(7 Yes /7 Known /11 Possible features)
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Data cleaning and standardization tools are present for imported data and screeners. | |
|
Data Aggregation Easily group and summarize data at various levels. |
Aggregation functions are built-in (e.g., financial ratios, group summaries). | |
|
Calculated Fields Create new fields based on custom equations or logic. |
Supports creation of custom calculated fields in models and reports. | |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
Efficiently manages and visualizes time-series data for financial analysis. | |
|
Data Normalization Standardizes disparate values for improved comparison. |
Normalization options available for financial and screening data. | |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
Pivot/unpivot tools available in reporting and Excel integration. | |
|
Hierarchy Building Create parent-child relationships between data elements. |
Hierarchy building for corporate groups, ownership trees, and more. | |
|
Data Sampling Take representative samples for performance and testing. |
No information available | |
|
Automated Join Detection Recommends potential joins between tables based on schema analysis. |
No information available | |
|
Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
No information available | |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
No information available |
Reporting & Distribution
(9 Yes /9 Known /11 Possible features)
|
Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
Automated delivery/scheduling of reports (e.g., via email to users). | |
|
Report Customization Modify the layout, branding, and content of generated reports. |
Layout/branding customization for printable/exported reports is available. | |
|
Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
Export to PDF, Excel, CSV, PowerPoint, and image formats is supported. | |
|
Parameterized Reports Allows users to input parameters and receive tailored reports. |
Reports can be tailored by user-input parameters (e.g., timeframes, peer groups). | |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
No information available | |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
Distributed reports support filters, drill-downs, and further analysis. | |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
Report archiving and retention policies comply with industry regulations. | |
|
Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
Interactive visualizations and exports retain functionality where supported (e.g., Excel). | |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
On-demand report generation is a standard offering. | |
|
Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
Email and messaging notifications for report delivery are present. | |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
No information available |
Support, Documentation, and Community
(11 Yes /11 Known /11 Possible features)
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Extensive documentation, guides, and technical resources are available. | |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
In-app tutorials and guided walkthroughs exist for new users. | |
|
24/7 Support Round-the-clock technical support for global teams. |
Premium support (24/7) is available for enterprise customers. | |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
A large and active user community of investment professionals exists. | |
|
Professional Training Formal training sessions, webinars, or certifications for users and admins. |
Professional training, webinars, and certifications are offered. | |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
Personalized knowledge base and support resources exist. | |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
Support packages are available for different organization needs. | |
|
Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
Regularly updated with new features and data sets. | |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
Bug tracking and feedback mechanism is included for users. | |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
Multi-channel support via phone, email, chat, and ticketing. | |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
Service-level agreements (SLA) are available for enterprise and institutional clients. |
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Data Coverage
(10 Yes /10 Known /14 Possible features)
|
Macroeconomic Indicators Access to key macroeconomic data (GDP, inflation, unemployment, etc.) from global sources. |
S&P Capital IQ Pro offers broad access to global macroeconomic indicators, as shown in its Economic Data sets and dashboards. | |
|
Market Data Coverage of asset prices, returns, volumes, and other market dynamics. |
Platform provides comprehensive market data including asset prices, returns, and volumes. | |
|
Alternative Data Availability of non-traditional data sets (satellite imagery, credit card analytics, etc.). |
Alternative data coverage is offered through ESG, supply chain, and other non-traditional data offerings. | |
|
Historical Depth How far back time series data extends. |
No information available | |
|
Geographic Coverage Number of unique countries or regions covered by the platform. |
No information available | |
|
Frequency of Updates How frequently the data sets are updated. |
No information available | |
|
ESG Data Integration Whether Environmental, Social & Governance metrics are included. |
ESG scores and metrics are deeply integrated as a product offering. | |
|
Real-time Data Feeds Supports access to streaming or push-based real-time data. |
Real-time data feeds available for select data sets; streaming for equities and fixed income. | |
|
Proprietary Data Sets Exclusive or premium custom data sets created by the provider. |
S&P proprietary data sets, including unique S&P ratings and indices, are core to platform. | |
|
Economic Forecasts Inclusion of consensus and proprietary economic forecast data. |
Economic forecasts included, with consensus and proprietary forward-looking data. | |
|
Sector and Industry Data Coverage of sector- or industry-specific economic data. |
Extensive sector and industry datasets as part of platform structure. | |
|
Granular Data Resolution Finest resolution available, such as tick-level or daily. |
No information available | |
|
Event Data Coverage of central bank meetings, black swans, and market events. |
Databases include event calendars and detailed coverage of economic & market events. | |
|
Source Transparency Availability of details regarding data sources and collection methodologies. |
Extensive source transparency, with methodology docs and source citation available throughout the platform. |
Analytics & Modelling Tools
(1 Yes /1 Known /13 Possible features)
|
Factor Analysis Ability to analyze economic or investment factors. |
. | No information available |
|
Signal Generation Automated creation of economic or market signals for use in strategies. |
. | No information available |
|
Quantitative Models Availability of pre-built and customizable quantitative models. |
. | No information available |
|
Backtesting Engine Support for historical backtesting of strategies and allocation models. |
. | No information available |
|
Scenario Analysis Built-in tools for stress-testing portfolios under economic scenarios. |
. | No information available |
|
Portfolio Optimization Robust tools for optimal asset allocation and risk-return optimization. |
. | No information available |
|
Correlation & Causality Analysis Analysis of relationships among variables and causal inference. |
. | No information available |
|
Custom Model Builder Tools that support creation and testing of user-defined models. |
. | No information available |
|
Machine Learning Integration Support for data-driven ML analytics within the platform. |
. | No information available |
|
Alpha Capture Tools Ability to identify and visualize sources of potential excess returns. |
. | No information available |
|
Simulation Speed Maximum speed at which simulations or runs can be completed. |
. | No information available |
|
Code-free Analysis Offers analysis tools for non-programmers through GUI interfaces. |
Analysis tools for non-programmers via GUI (screeners, visuals, dashboards). | |
|
Cross-asset Modelling Ability to model and analyze across asset classes seamlessly. |
. | No information available |
Reporting & Visualization
(2 Yes /2 Known /11 Possible features)
|
Dashboard Customization Users can create and personalize dashboards for key economic and investment metrics. |
. | No information available |
|
Automated Report Generation Platform can create and schedule bespoke reports automatically. |
. | No information available |
|
Charting & Graphing Wide range of customizable charts and graphs. |
. | No information available |
|
Infographic Creation Automatic generation of infographics and summary visuals. |
. | No information available |
|
Export Formats Number of file formats supported for exporting reports (PDF, Excel, PPT, etc.). |
. | No information available |
|
API Report Access Reports and visualizations accessible via API. |
. | No information available |
|
White-labeling Support for custom branding (logos, colors) on platform outputs. |
. | No information available |
|
Dynamic Filtering Real-time filtering and slicing/dicing of dashboards or reports. |
Real-time dashboard filtering and custom reporting are supported. | |
|
Collaboration Tools Built-in tools for sharing, commenting, or collaborating on reports. |
Collaboration through sharing, commenting, workspace sharing and project folders is included in enterprise platform. | |
|
Drill-down Interactivity Ability to explore details underlying summary statistics interactively. |
. | No information available |
|
Scheduled Distribution Automated scheduling and distribution of reports to defined lists. |
. | No information available |
Integration & Interoperability
(3 Yes /3 Known /10 Possible features)
|
API Access RESTful or Python/R API for extracting platform data and analytics. |
Offers comprehensive API, including Python and RESTful for data extraction and analytics. | |
|
Connectors for BI Tools Native integrations with tools like Tableau, Power BI, or Qlik. |
. | No information available |
|
Custom Data Upload Ability to upload and analyze proprietary datasets alongside platform data. |
. | No information available |
|
Cloud Storage Integration Can connect with cloud data storage providers (AWS S3, Azure Blob, etc.). |
. | No information available |
|
Direct Database Access Supports connections to external SQL or NoSQL databases. |
. | No information available |
|
File Format Support Number of supported data import/export file types (CSV, JSON, XML, etc.). |
No information available | |
|
Real-time Push/Streaming Supports live streaming of analytics or data to downstream systems. |
Real-time push and streaming supported for timely market feeds and analytics. | |
|
Open Standards Compliance Compatibility with widely adopted open standards for data exchange. |
. | No information available |
|
Mobile App Connectivity Platform supports mobile access and integration. |
Mobile access available via dedicated Capital IQ Pro app. | |
|
Scripting/Plugin Support Allows user extensions via Python, R, or plugins. |
. | No information available |
Research Content & Insights
(4 Yes /4 Known /10 Possible features)
|
In-house Analyst Research Original reports and commentary from the platform’s internal research teams. |
Provides in-house analyst insights and original S&P research reports. | |
|
Third-party Research Access Aggregation or syndication of top-tier external research providers. |
Includes access to 3rd-party and contributed research as part of research library. | |
|
Thematic Research Coverage Access to research on major investment or macroeconomic themes. |
. | No information available |
|
Event-driven Analysis Timely insights and analysis following economic or market events. |
Event-driven commentary and alerts on important economic and corporate events, integrated into platform news and analysis. | |
|
Custom Research Requests Users can commission bespoke research or analysis. |
. | No information available |
|
Research Archive Size Number of historical reports or research notes available. |
. | No information available |
|
Analyst Access Direct access to research analysts for Q&A or briefings. |
. | No information available |
|
Research Alerts Custom alerts for newly published research on defined topics. |
. | No information available |
|
Global Macro Coverage Focus on international macro research (EM, DM, cross-border flows). |
. | No information available |
|
Quantitative Commentary Data-driven research and commentary using quantitative methods. |
Quantitative data analysis and commentary included via financial modeling and screening tools. |
User Experience & Customization
(2 Yes /2 Known /10 Possible features)
|
User-friendly Interface Modern, intuitive interfaces for navigation and workflow. |
User-friendly, modern interface emphasized in product overview and UI screenshots. | |
|
Personalization Options Users can save and personalize layouts, views, and workflows. |
Users can save screeners, custom views, and workflows. | |
|
Multi-language Support Number of languages the UI is localized in. |
. | No information available |
|
Accessibility Features Built-in support for visually/hearing-impaired users. |
. | No information available |
|
Custom Workspace Creation Users can build and save complex workspaces matching investment team needs. |
. | No information available |
|
Responsive Design Platform renders well on devices of different sizes. |
. | No information available |
|
Notification Preferences Granular controls over notification and alert settings. |
. | No information available |
|
Keyboard Shortcuts Time-saving keyboard shortcuts and workflow accelerators. |
. | No information available |
|
Help & Onboarding Assistance Built-in tutorials, guided tours, and onboarding resources. |
. | No information available |
|
User Community & Forums Access to forums and peer-to-peer support communities. |
. | No information available |
Collaboration & Workflow
(1 Yes /1 Known /10 Possible features)
|
Shared Workspaces Ability to create and share project or research workspaces among teams. |
. | No information available |
|
Commenting & Annotation Tools for commenting on dashboards, charts, or research. |
. | No information available |
|
Task & Project Management Integration with task lists, project tracking, or workflow engines. |
. | No information available |
|
Version History and Audit Trails Version tracking for research, models, and data usage. |
. | No information available |
|
Access Control & Permissions Robust, role-based security for restricting access and sharing. |
Granular, role-based permissioning and access controls form part of enterprise deployment. | |
|
E-mail & Calendar Integration Integration with Outlook, Google Workspace, or similar. |
. | No information available |
|
Instant Messaging Integration Supports Slack, Teams, or custom chat for real-time collaboration. |
. | No information available |
|
Real-time Collaboration Multiple users can work simultaneously on shared materials. |
. | No information available |
|
Activity Notifications Alerts for changes, comments, or team activity. |
. | No information available |
|
Approval Workflows Support for research or report publication approval processes. |
. | No information available |
Security & Compliance
(2 Yes /2 Known /10 Possible features)
|
Data Encryption All data is encrypted at rest and in transit. |
Data encryption at rest and in transit described as part of platform security standards. | |
|
Audit Logs Detailed logging of data access, downloads, and user actions. |
. | No information available |
|
Multi-factor Authentication Use of multi-factor authentication for all or privileged users. |
MFA is a standard security feature in S&P Market Intelligence products. | |
|
Compliance Certifications Number of major certifications achieved (SOC2, ISO27001, GDPR, etc.). |
No information available | |
|
User Permission Granularity Number of distinct user roles or permission levels available. |
. | No information available |
|
Data Residency Options Support for data storage in specific geographies/jurisdictions. |
. | No information available |
|
Single-sign-on Integration Integration with SSO providers (Okta, AAD, etc.). |
. | No information available |
|
Data Retention Policies Automated enforcement of user-defined data retention/deletion policies. |
. | No information available |
|
IP Whitelisting Restrict platform access by defined IP address ranges. |
. | No information available |
|
Privacy Compliance Tools Tools for supporting GDPR, CCPA, and global privacy regulation requirements. |
. | No information available |
Performance & Reliability
(1 Yes /1 Known /10 Possible features)
|
Uptime Guarantee Service-level uptime commitment from vendor. |
. | No information available |
|
Page Load Speed Average time to load key dashboards/reports. |
. | No information available |
|
Query Latency Typical latency for user queries or report refreshes. |
. | No information available |
|
Concurrent User Support Maximum number of users supported at once. |
. | No information available |
|
Data Throughput Maximum volume of data processes per second. |
. | No information available |
|
Disaster Recovery RPO/RTO Recovery Point and Recovery Time Objectives in case of outage. |
No information available | |
|
Scaling Capacity Max number of data series or size of data sets handled. |
. | No information available |
|
Resource Usage Monitoring Built-in monitoring for platform/system resource usage. |
. | No information available |
|
24/7 Platform Monitoring Vendor provides round-the-clock platform health monitoring. |
. | No information available |
|
Real-time Failover Automatic failover to redundant systems for high-availability. |
Real-time failover and redundancy described in reliability and uptime materials. |
Support & Training
(0 Yes /0 Known /10 Possible features)
|
Onboarding & Implementation Support Availability of guided onboarding and implementation services. |
. | No information available |
|
24/7 Helpdesk On-demand access to support via web, phone, or chat at all hours. |
. | No information available |
|
Dedicated Account Manager Assigned point of contact for support and account questions. |
. | No information available |
|
Training Materials Comprehensive documentation, videos, and how-to guides. |
. | No information available |
|
Live Training Sessions Availability of instructor-led workshops or webinars. |
. | No information available |
|
User Knowledge Base Searchable library of FAQs, troubleshooting steps, and guides. |
. | No information available |
|
Implementation Timeline Usual time from contract to go-live. |
. | No information available |
|
SLA First Response Time Service level agreement for first support response. |
. | No information available |
|
User Feedback Integration Platform actively incorporates user suggestions in product roadmap. |
. | No information available |
|
Local Language Support Number of languages spoken by support teams. |
. | No information available |
Cost & Licensing
(2 Yes /3 Known /10 Possible features)
|
Transparent Pricing Clearly published and understandable fee schedules. |
Not as far as we are aware.* Pricing is available only via sales inquiry; transparent public pricing is not provided. | |
|
Flexible Licensing Options Supports multiple licensing models (named user, enterprise, consumption-based, etc.). |
. | No information available |
|
Trial or Sandbox Access Prospective users can try the platform with demo data before purchase. |
Trial and demo access are available by request as documented in S&P onboarding. | |
|
Tiered Feature Bundles Core vs. premium tiers available to match user needs and budgets. |
. | No information available |
|
Volume Discount Availability Discounts available for large contracts or long duration agreements. |
. | No information available |
|
Usage/Consumption Metering Ability to track and report on data/feature consumption in real time. |
Platform tracks API and platform usage for licensing/consumption. | |
|
Unbundled Data Pricing Pay only for specific data sets or add-ons required. |
. | No information available |
|
Contract Length Flexibility Options for short-term, annual, or multi-year contracts. |
. | No information available |
|
Migration Cost Support Provider assistance or incentives for migration from legacy platforms. |
. | No information available |
|
Cancellation Terms Transparency Clear, upfront terms for cancellation and exit. |
. | No information available |
Factor Analysis Platforms for Investment Strategy & Asset Allocation
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Data Integration & Quality
(10 Yes /10 Known /13 Possible features)
|
Multi-source Data Connectivity Ability to connect and synchronize with various financial data providers, custodians, and internal databases. |
S&P Capital IQ Pro connects with a large number of data providers, exchanges, and internal databases as evidenced by its wide coverage of public/private companies, transactions, and integration options. | |
|
Data Cleaning Tools Automated or manual tools to handle missing values, outliers, and standardize formats. |
Platform provides automated and manual data cleaning tools as evidenced by advanced screening/filtering, normalization, and proprietary data quality controls. | |
|
Real-time Data Updates Support for streaming or near real-time data feeds. |
Real-time or near real-time data updates for financial markets, news, and fundamental data are part of core product capabilities. | |
|
Historical Data Depth The number of years of historical data accessible for analysis. |
No information available | |
|
Data Quality Scoring System rates the accuracy, completeness, and reliability of datasets before use. |
Data quality scoring is included via Capital IQ's in-platform reliability scores and data source transparency. | |
|
Custom Data Import Ability for users to upload and map proprietary datasets. |
Users can upload, map, and integrate proprietary datasets including via Excel plug-in. | |
|
Automated Data Mapping System auto-maps fields between source and destination datasets. |
Automated data mapping present in APIs and Excel Connector features. | |
|
Data Lineage Tracking Tracks the origin and transformations of data (audit trail). |
Tracks data provenance and change history as part of its enterprise compliance and audit export functionality. | |
|
Coverage Universe Number of asset classes, securities, or regions supported. |
No information available | |
|
API Access APIs for importing and exporting data programmatically. |
API access is provided for programmatic data retrieval and exporting. | |
|
Frequency of Data Refresh How often data can be refreshed or updated. |
No information available | |
|
Data Encryption All data in transit and at rest is encrypted. |
All client data is encrypted in transit and at rest according to S&P Global compliance documentation. | |
|
Error Reporting & Logging System provides clear error logs for data issues. |
Offers robust error reporting and logging for data issues per documentation. |
Factor Modeling
(0 Yes /0 Known /13 Possible features)
|
Prebuilt Factor Libraries Comprehensive set of standard factors (e.g., size, value, quality, momentum). |
No information available | |
|
Custom Factor Creation Users can define new factors using formulas, custom data, or machine learning. |
No information available | |
|
Factor Backtesting Historical performance simulation of factors and strategies. |
No information available | |
|
Factor Exposure Calculation Automated calculation of portfolio exposures to specific factors. |
No information available | |
|
Multi-level Factor Hierarchies Supports grouping of factors into themes or higher-level categories. |
No information available | |
|
Factor Covariance Estimation Statistical estimation of relationships between factors. |
No information available | |
|
Time-varying Factor Models Allows for factor model parameters to adjust through time. |
No information available | |
|
Hierarchical Risk Decomposition Risk attribution can be broken out by multiple layers of factors. |
No information available | |
|
Regression Model Options Multiple regression and statistical model choices for factor estimation. |
No information available | |
|
Machine Learning Integration Supports use of machine learning for factor identification or construction. |
No information available | |
|
Factor Sensitivity Analysis Simulate portfolio sensitivity to factor changes. |
No information available | |
|
Persistent Beta Tracking Tracks and reports betas for factors and assets over time. |
No information available | |
|
Number of Supported Factors Maximum number of factors that can be included in a single model. |
No information available |
Portfolio Construction & Optimization
(10 Yes /10 Known /13 Possible features)
|
Multi-objective Optimization Supports optimization for multiple targets (e.g., maximize returns, minimize risk, optimize for specific factors). |
Portfolio, factor, and optimization modules allow for multi-objective constraints, e.g., return, risk, or custom KPIs. | |
|
Constraint Handling Allows custom exposure constraints (sector, region, factor, ESG). |
Custom constraints configurable on portfolio screening and optimization. | |
|
Transaction Cost Modeling Integrates impact of trading costs in portfolio rebalancing. |
No information available | |
|
Turnover Calculation Calculates expected or historical portfolio turnover rates. |
Platform provides turnover calculation tools in portfolio analytics section. | |
|
Scenario Analysis Runs hypotheticals to test portfolio outcomes under different assumptions. |
Scenario analysis modules for hypotheticals present in portfolio analytics. | |
|
Stress Testing Evaluates portfolio reactions under extreme market events. |
Stress testing capabilities documented for institutional clients. | |
|
Multi-Period Optimization Optimization over multiple time steps, not just single-period. |
No information available | |
|
Max Portfolio Size Maximum number of securities actively handled in a portfolio. |
No information available | |
|
Automated Rebalancing Suggestions Platform suggests trades to maintain factor exposures. |
Automated rebalancing suggestions are available via Excel plug-in and portfolio tools. | |
|
Pre/Post-trade Analytics Analysis of expected and actual factor exposures before and after trades. |
Pre- and post-trade analysis tools are available in workflow analytics. | |
|
Portfolio Drift Alerts System alerts when portfolios drift from target factor exposures. |
System notifies when portfolio drift occurs based on pre-set criteria. | |
|
Multi-currency Optimization Supports portfolios in different base currencies and FX risk adjustment. |
Multi-currency support and FX risk analytics are included. | |
|
ESG/SRI Overlay Ability to integrate environmental, social, and governance screens into optimization. |
Ability to apply ESG/SRI overlays in screener and portfolio construction modules. |
Risk Analytics & Attribution
(0 Yes /0 Known /12 Possible features)
|
Factor-based Risk Decomposition Breaks down total risk by component factors. |
. | No information available |
|
Value at Risk (VaR) and Expected Shortfall Calculation of factor or portfolio-level risk metrics. |
. | No information available |
|
Factor-Based Performance Attribution Attributing performance to factor exposures or timing. |
. | No information available |
|
Relative vs. Absolute Risk Analysis Compares risk to benchmarks as well as standalone portfolios. |
. | No information available |
|
Contribution to Risk (CTE/CTR) Provides % risk contribution by asset or factor. |
. | No information available |
|
Conditional Risk Analysis Risk analysis conditional on macroeconomic or market events. |
. | No information available |
|
Rolling Window Analytics Support for rolling analysis (e.g., rolling beta, rolling risk). |
. | No information available |
|
Risk Limits Monitoring Allows pre-set boundaries for factors or portfolio risk metrics. |
. | No information available |
|
Marginal Risk Analysis Measures risk added or removed by individual securities or factors. |
. | No information available |
|
Backtest Drawdown Analysis Examines historical drawdowns tied to factors. |
. | No information available |
|
Time to Compute Risk Stats Time taken to run a full risk analysis report. |
. | No information available |
|
Factor Interaction Analytics Examines nonlinear effects/interactions across factors. |
. | No information available |
Reporting & Visualization
(10 Yes /10 Known /11 Possible features)
|
Customizable Dashboards Configurable real-time dashboards showing factor, portfolio, and risk stats. |
Dashboards are highly customizable, enabling users to display relevant risk, factor, and performance data. | |
|
Factor Exposure Heatmaps Visual representations of factor exposures across portfolios or time. |
Factor and exposure heatmaps are part of the standard suite of visualizations. | |
|
Scenario & What-If Visualization Interactive graphs to visualize different analysis scenarios. |
Scenario and what-if analysis tools available in charting and dashboarding tools. | |
|
Automated Periodic Reporting Scheduling and generation of automated performance and risk reports. |
Automated periodic reporting included with custom schedules and delivery options. | |
|
Multi-format Reports Export Supports exporting reports in PDF, Excel, PowerPoint, etc. |
Can export reports in multiple formats (PDF, Excel, PowerPoint) directly from the platform. | |
|
Ad Hoc Query Builder Users can design custom queries and tables on demand. |
Ad hoc query builder is available for custom table/report generation. | |
|
White-labeling Options Offers custom branding/logos on reports and dashboards. |
Offers white labeling options for enterprise clients per product literature. | |
|
Mobile/Tablet Visualization Support Reports and dashboards adapt to mobile devices. |
Mobile app and web UI both optimized for mobile/tablet devices. | |
|
Interactive Charting Tools Drill-down capability in visualizations for deeper insights. |
Interactive charting integrated throughout platform (drilldown, time series, slice/dice, etc.). | |
|
Automated Commentary Generation System can write brief text narratives about results. |
Platform can generate automated textual commentary in reports and dashboards. | |
|
Report Customization Time Average time to customize and create a new standard report. |
. | No information available |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
|
Role-based Access Controls Fine-grained permission system for users, teams, and departments. |
Role-based access is provided for users, admins, and teams. | |
|
Collaborative Annotations Team members can add notes and comments on datasets, factors, or analysis outputs. |
No information available | |
|
Audit Trail for Changes Tracks changes to factors, data, and models with timestamps and user IDs. |
Comprehensive audit trail logs are kept for both compliance and reporting purposes. | |
|
Version Control for Models Supports saving, restoring, and comparing multiple versions of factors or models. |
. | No information available |
|
Approval Workflows Structured approval process for production usage or large changes. |
. | No information available |
|
Comment Threading Organized comment histories on analyses or reports. |
. | No information available |
|
User Activity Dashboard Visualization of recent activity by all team members. |
. | No information available |
|
Notification System Alerts and notifications for changes, approvals, or data imports. |
. | No information available |
|
Report Sharing/Publishing Easy mechanism to securely share insights within or outside organization. |
. | No information available |
|
Simultaneous Multi-user Editing Supports multiple users working in parallel on the same project. |
. | No information available |
Integration & APIs
(5 Yes /5 Known /10 Possible features)
|
RESTful API Endpoints Exposes platform data and analytics for external integration. |
RESTful API endpoints are part of Capital IQ Pro feature set. | |
|
Batch Data Export Bulk export of time series, factor scores, and risk reports. |
Batch export supported through platform, FTP, and API data delivery. | |
|
Order Management System (OMS) Integration Seamlessly sends trade suggestions to OMS platforms. |
. | No information available |
|
Portfolio Management System (PMS) Integration Connects with PMS for real-time holdings and exposures. |
Integration with major portfolio management systems available (PMS integrations). | |
|
SFTP/FTP Support Bulk file transfer through secure FTP protocols. |
Secure FTP supported for bulk/external file transfer. | |
|
Webhooks for Real-time Updates Pushes notifications and updates to other systems using webhooks. |
. | No information available |
|
Custom Scripting Support Allows custom scripts (Python, R, etc.) to automate workflows. |
. | No information available |
|
Third-party Ecosystem Support Able to connect with popular financial data and analytics providers. |
. | No information available |
|
API Rate Limits Maximum calls per second for stable operation. |
. | No information available |
|
OAuth/SSO Authentication Supports Single Sign-On and industry-standard authentication. |
Supports SSO and OAuth industry-standards for enterprise identity management. |
User Interface & Usability
(4 Yes /4 Known /10 Possible features)
|
Intuitive Navigation Logical layout reduces clicks and speeds up workflows. |
UI designed for efficient navigation as noted in product reviews and user guides. | |
|
Multi-language Support Interface is available in multiple languages. |
Supports multiple languages for global clients. | |
|
Accessibility Features Support for visually impaired users (high contrast, screen readers, keyboard navigation). |
No information available | |
|
Responsive Design Adapts to different screen sizes and devices. |
Web interface is responsive and adapts to devices of all sizes. | |
|
Customizable Shortcuts Allows users to create or edit key shortcuts for frequent actions. |
. | No information available |
|
Search Functionality Comprehensive search for factors, securities, reports, and documentation. |
Extensive search functionality provided for all content types in the platform. | |
|
Step-by-step Wizards Guided workflows for complex processes. |
. | No information available |
|
In-app Help/Tooltips Contextual help is available at all major interface points. |
. | No information available |
|
Load Time for Major Screens Average load time for analytics dashboard or factor model screens. |
. | No information available |
|
User Profile Customization Custom dashboards and settings for individual users. |
. | No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
|
Role-based Access Control Granular permissions for users, admins, and external users. |
Role-based and granular access controls per compliance and admin docs. | |
|
Two-Factor Authentication (2FA) Optional or required multi-factor authentication for enhanced login security. |
Supports two-factor authentication (2FA) for enhanced security. | |
|
Comprehensive Audit Logs All user/system actions are logged for compliance and troubleshooting. |
Comprehensive audit logs are standard for all user/system actions. | |
|
GDPR/CCPA Compliance System is designed to meet major global privacy regulations. |
Platform is designed to comply with GDPR, CCPA, and other major privacy regulations. | |
|
Encryption in Transit and at Rest All user and financial data is encrypted both during transfer and storage. |
All data is encrypted in transit and at rest per S&P security documentation. | |
|
Penetration Testing Frequency Times per year third-party penetration tests are conducted. |
. | No information available |
|
Data Backup Frequency How often critical data is backed up securely. |
. | No information available |
|
Single Sign-On Support Integration with enterprise identity solutions (Azure AD, Okta, etc.). |
Single Sign-On (SSO) is available for clients via industry standard protocols. | |
|
IP Whitelisting/Geo-fencing Restrict access by physical location or approved network contexts. |
. | No information available |
|
Automated Threat Detection Detection and alerts for suspicious user/system activity. |
. | No information available |
Performance & Scalability
(4 Yes /4 Known /10 Possible features)
|
Concurrent User Capacity The maximum number of concurrent users supported with no performance degradation. |
. | No information available |
|
Analysis Throughput Number of portfolios and datasets the platform can analyze per day. |
No information available | |
|
Peak Data Upload Size Largest supported file/dataset for loading/upload. |
. | No information available |
|
Average Report Generation Time Typical time taken to generate a complex portfolio report. |
. | No information available |
|
Uptime SLA Guaranteed platform uptime percentage. |
No information available | |
|
Autoscaling Infrastructure System resources automatically scale to support large computational loads. |
Infrastructure supports autoscaling as part of S&P's cloud service offering. | |
|
Batch Processing Support Handles bulk analysis jobs without user intervention. |
Batch processing is built in for handling large/automated analytic workflows. | |
|
Geographically Redundant Hosting System is deployed in multiple data centers to minimize downtime. |
Data is georedundant per S&P's global data center architecture. | |
|
Cloud/On-premise Deployment Options Flexible hosting for large/sensitive clients. |
Supports both cloud-based and on-premise deployment for different client needs. | |
|
Parallel Model Runs Number of concurrent factor models that may be run in parallel. |
. | No information available |
Support & Training
(7 Yes /7 Known /10 Possible features)
|
24/7 Customer Support Live technical and product support always available. |
24/7 customer support is standard for enterprise tier clients. | |
|
Dedicated Account Manager Named primary contact for large clients or key accounts. |
Dedicated account managers are assigned to large/strategic accounts. | |
|
Extensive Documentation Detailed user manual, API docs, and frequently asked questions. |
Extensive user, API, and reference documentation available. | |
|
Onboarding Workshops Live or recorded sessions for initial user onboarding. |
Product includes onboarding workshops and client success program. | |
|
In-product Guided Tutorials Step-by-step tours of core platform features. |
Guided tutorials are available within the product. | |
|
Online Knowledge Base Searchable, up-to-date library of how-tos and best practices. |
Searchable, up-to-date online knowledge base available to all users. | |
|
Active User Community Forum or user group for peer-to-peer support and networking. |
No information available | |
|
Training Certification Programs Users can earn certificates in platform proficiency. |
No information available | |
|
Average Response Time Median time to initial response for support cases. |
. | No information available |
|
Custom Training Services Tailored training for teams or enterprise deployments. |
Custom training available for enterprise and team deployments. |
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