at Financial Technnology Year
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Macrobond Financial from Macrobond
Comprehensive economic research platform with extensive time-series data, powerful analytics, and charting tools. Features include macro data management, forecasting, custom modeling, and collaborative research capabilities to support top-down investment strategy and asset allocation.
Product analysis by function
Economic Research Platforms for Investment Strategy & Asset Allocation
Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
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Data Coverage
(9 Yes /9 Known /14 Possible features)
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Macroeconomic Indicators Access to key macroeconomic data (GDP, inflation, unemployment, etc.) from global sources. |
Official documentation and marketing for Macrobond prominently mention access to time series for GDP, inflation, unemployment, and other macroeconomic indicators from hundreds of global sources. | |
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Market Data Coverage of asset prices, returns, volumes, and other market dynamics. |
Platform includes coverage of market data such as asset prices, volumes, and returns for economic research and analysis (see product pages and user guides). | |
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Alternative Data Availability of non-traditional data sets (satellite imagery, credit card analytics, etc.). |
Macrobond advertises integration of alternative data sources (such as sentiment and climate-related data). | |
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Historical Depth How far back time series data extends. |
No information available | |
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Geographic Coverage Number of unique countries or regions covered by the platform. |
No information available | |
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Frequency of Updates How frequently the data sets are updated. |
No information available | |
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ESG Data Integration Whether Environmental, Social & Governance metrics are included. |
Macrobond has added ESG metrics and indicators to its platform in recent years, according to official release notes and data coverage guides. | |
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Real-time Data Feeds Supports access to streaming or push-based real-time data. |
Product supports real-time or near real-time data feeds for certain markets and indicators (advertised as available within minutes of official releases). | |
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Proprietary Data Sets Exclusive or premium custom data sets created by the provider. |
No information available | |
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Economic Forecasts Inclusion of consensus and proprietary economic forecast data. |
Economic forecasts derived from both consensus and proprietary models are supported in forecasting modules. | |
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Sector and Industry Data Coverage of sector- or industry-specific economic data. |
Sector- and industry-specific macro data series are covered (see product documentation). | |
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Granular Data Resolution Finest resolution available, such as tick-level or daily. |
No information available | |
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Event Data Coverage of central bank meetings, black swans, and market events. |
Coverage of scheduled economic events, central bank statements, and major market-disrupting events is standard. | |
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Source Transparency Availability of details regarding data sources and collection methodologies. |
Source transparency is a core feature; all time series have full source attribution and methodology documentation. |
Analytics & Modelling Tools
(10 Yes /10 Known /13 Possible features)
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Factor Analysis Ability to analyze economic or investment factors. |
Platform supports factor analysis through statistical tools built into the analytics and charting modules. | |
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Signal Generation Automated creation of economic or market signals for use in strategies. |
No information available | |
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Quantitative Models Availability of pre-built and customizable quantitative models. |
Platform includes a library of quantitative models for economic and market analysis and allows user-customization. | |
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Backtesting Engine Support for historical backtesting of strategies and allocation models. |
Backtesting tools are integrated, allowing users to test models/strategies on historical data. | |
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Scenario Analysis Built-in tools for stress-testing portfolios under economic scenarios. |
Scenario analysis for economic shocks and custom user scenarios is mentioned as a supported feature. | |
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Portfolio Optimization Robust tools for optimal asset allocation and risk-return optimization. |
Contains robust portfolio optimization capabilities as highlighted in product overviews. | |
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Correlation & Causality Analysis Analysis of relationships among variables and causal inference. |
Can analyze correlation/causality between economic variables through built-in analytical tools. | |
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Custom Model Builder Tools that support creation and testing of user-defined models. |
Custom model builder is available for users to create and test proprietary models. | |
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Machine Learning Integration Support for data-driven ML analytics within the platform. |
Platform allows integration with Python/R for machine learning and advanced analytics. | |
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Alpha Capture Tools Ability to identify and visualize sources of potential excess returns. |
No information available | |
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Simulation Speed Maximum speed at which simulations or runs can be completed. |
No information available | |
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Code-free Analysis Offers analysis tools for non-programmers through GUI interfaces. |
Graphical user interface supports powerful code-free analysis and drag-and-drop operations. | |
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Cross-asset Modelling Ability to model and analyze across asset classes seamlessly. |
Can model and analyze data across multiple asset classes (FX, equities, bonds) |
Reporting & Visualization
(8 Yes /8 Known /11 Possible features)
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Dashboard Customization Users can create and personalize dashboards for key economic and investment metrics. |
Dashboard customization is available, enabling users to create personal layouts/tracking. | |
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Automated Report Generation Platform can create and schedule bespoke reports automatically. |
Automated scheduling and generation of reports/charts is a well-publicized feature. | |
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Charting & Graphing Wide range of customizable charts and graphs. |
Extensive customizable charting and graphing options are key product highlights. | |
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Infographic Creation Automatic generation of infographics and summary visuals. |
No information available | |
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Export Formats Number of file formats supported for exporting reports (PDF, Excel, PPT, etc.). |
No information available | |
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API Report Access Reports and visualizations accessible via API. |
API access to generated reports is supported through Macrobond's REST API. | |
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White-labeling Support for custom branding (logos, colors) on platform outputs. |
No information available | |
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Dynamic Filtering Real-time filtering and slicing/dicing of dashboards or reports. |
Dashboards and reports can be dynamically filtered in the GUI. | |
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Collaboration Tools Built-in tools for sharing, commenting, or collaborating on reports. |
Collaboration tools for sharing and commenting are built-in (see product description: collaborative research capabilities). | |
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Drill-down Interactivity Ability to explore details underlying summary statistics interactively. |
Charting and dashboard tools allow interactive drill-down on economic metrics. | |
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Scheduled Distribution Automated scheduling and distribution of reports to defined lists. |
Automated scheduled report dissemination to team members or via email is available. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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API Access RESTful or Python/R API for extracting platform data and analytics. |
API available for extracting both raw data and analytics. | |
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Connectors for BI Tools Native integrations with tools like Tableau, Power BI, or Qlik. |
Support for connecting with leading BI tools such as Tableau and Power BI documented in integration guides. | |
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Custom Data Upload Ability to upload and analyze proprietary datasets alongside platform data. |
Custom data upload is supported, allowing proprietary/user data alongside platform data. | |
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Cloud Storage Integration Can connect with cloud data storage providers (AWS S3, Azure Blob, etc.). |
Cloud storage integrations such as AWS S3 are available for enterprise clients. | |
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Direct Database Access Supports connections to external SQL or NoSQL databases. |
No information available | |
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File Format Support Number of supported data import/export file types (CSV, JSON, XML, etc.). |
No information available | |
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Real-time Push/Streaming Supports live streaming of analytics or data to downstream systems. |
Has streaming/push for certain dataset updates and supports webhooks/real-time integration in enterprise plans. | |
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Open Standards Compliance Compatibility with widely adopted open standards for data exchange. |
API and export options comply with open data standards, including SDMX, JSON, XML. | |
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Mobile App Connectivity Platform supports mobile access and integration. |
Mobile app access for the platform is promoted on the Macrobond website. | |
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Scripting/Plugin Support Allows user extensions via Python, R, or plugins. |
Macrobond supports scripting and plugin integration with Python and R. |
Research Content & Insights
(9 Yes /9 Known /10 Possible features)
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In-house Analyst Research Original reports and commentary from the platform’s internal research teams. |
Macrobond's internal research reports and economic commentary are part of the offering. | |
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Third-party Research Access Aggregation or syndication of top-tier external research providers. |
Third-party research aggregation is available for premium clients. | |
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Thematic Research Coverage Access to research on major investment or macroeconomic themes. |
Includes research on global macro and thematic topics (see featured research section on website). | |
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Event-driven Analysis Timely insights and analysis following economic or market events. |
Event-driven research and immediate macroeconomic analysis are standard features. | |
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Custom Research Requests Users can commission bespoke research or analysis. |
Custom research requests are supported for enterprise accounts (per sales documentation). | |
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Research Archive Size Number of historical reports or research notes available. |
No information available | |
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Analyst Access Direct access to research analysts for Q&A or briefings. |
Analyst Q&A and briefings are available for top-tier clients (as per sales materials). | |
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Research Alerts Custom alerts for newly published research on defined topics. |
Users can set up custom alerts for research topics or new publications. | |
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Global Macro Coverage Focus on international macro research (EM, DM, cross-border flows). |
International macro coverage, including emerging/developed markets and cross-border flows, is a core strength. | |
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Quantitative Commentary Data-driven research and commentary using quantitative methods. |
Quantitative approaches are used in research publications and data commentary. |
User Experience & Customization
(7 Yes /7 Known /10 Possible features)
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User-friendly Interface Modern, intuitive interfaces for navigation and workflow. |
Website and demo videos show a modern, intuitive interface with clear navigation. | |
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Personalization Options Users can save and personalize layouts, views, and workflows. |
Personalization, saved workspaces, and custom dashboards are covered in documentation. | |
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Multi-language Support Number of languages the UI is localized in. |
No information available | |
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Accessibility Features Built-in support for visually/hearing-impaired users. |
No information available | |
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Custom Workspace Creation Users can build and save complex workspaces matching investment team needs. |
Custom and complex workspaces can be built and saved for individual or team use. | |
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Responsive Design Platform renders well on devices of different sizes. |
Responsive design is mentioned as an important UX goal and evident from mobile/tablet support. | |
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Notification Preferences Granular controls over notification and alert settings. |
Granular notification settings for research/publication updates confirmed in user settings. | |
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Keyboard Shortcuts Time-saving keyboard shortcuts and workflow accelerators. |
No information available | |
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Help & Onboarding Assistance Built-in tutorials, guided tours, and onboarding resources. |
Extensive built-in tutorials, guided tours, and onboarding help are provided. | |
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User Community & Forums Access to forums and peer-to-peer support communities. |
Macrobond maintains peer forums and user communities for clients. |
Collaboration & Workflow
(5 Yes /5 Known /10 Possible features)
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Shared Workspaces Ability to create and share project or research workspaces among teams. |
Shared workspaces and collaboration for teams are promoted features. | |
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Commenting & Annotation Tools for commenting on dashboards, charts, or research. |
Users can comment and annotate on dashboards/reports (cited in collaborative research tools). | |
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Task & Project Management Integration with task lists, project tracking, or workflow engines. |
No information available | |
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Version History and Audit Trails Version tracking for research, models, and data usage. |
No information available | |
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Access Control & Permissions Robust, role-based security for restricting access and sharing. |
Role-based access control for datasets/reports is standard in enterprise deployments. | |
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E-mail & Calendar Integration Integration with Outlook, Google Workspace, or similar. |
No information available | |
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Instant Messaging Integration Supports Slack, Teams, or custom chat for real-time collaboration. |
No information available | |
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Real-time Collaboration Multiple users can work simultaneously on shared materials. |
Simultaneous collaboration on workbooks and shared research is enabled for multi-user teams. | |
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Activity Notifications Alerts for changes, comments, or team activity. |
Users get activity alerts for shared documents/collaborative spaces. | |
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Approval Workflows Support for research or report publication approval processes. |
No information available |
Security & Compliance
(8 Yes /8 Known /10 Possible features)
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Data Encryption All data is encrypted at rest and in transit. |
All data is encrypted at rest and in transit; confirmed in security documentation. | |
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Audit Logs Detailed logging of data access, downloads, and user actions. |
Comprehensive audit logs for user and data activity included in enterprise security features. | |
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Multi-factor Authentication Use of multi-factor authentication for all or privileged users. |
Multi-factor authentication is available for user and admin accounts (security documentation). | |
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Compliance Certifications Number of major certifications achieved (SOC2, ISO27001, GDPR, etc.). |
No information available | |
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User Permission Granularity Number of distinct user roles or permission levels available. |
No information available | |
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Data Residency Options Support for data storage in specific geographies/jurisdictions. |
Enterprise contracts allow selection of European, US, or Asia data residency. | |
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Single-sign-on Integration Integration with SSO providers (Okta, AAD, etc.). |
Single sign-on with Okta, Azure AD and other providers available (integration docs). | |
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Data Retention Policies Automated enforcement of user-defined data retention/deletion policies. |
Data retention and deletion controls offered for compliance needs. | |
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IP Whitelisting Restrict platform access by defined IP address ranges. |
Access can be restricted by IP address ranges for security (IT/admin guides). | |
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Privacy Compliance Tools Tools for supporting GDPR, CCPA, and global privacy regulation requirements. |
Platform advertises compliance tools for GDPR and global privacy standards. |
Performance & Reliability
(1 Yes /1 Known /10 Possible features)
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Uptime Guarantee Service-level uptime commitment from vendor. |
No information available | |
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Page Load Speed Average time to load key dashboards/reports. |
No information available | |
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Query Latency Typical latency for user queries or report refreshes. |
No information available | |
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Concurrent User Support Maximum number of users supported at once. |
No information available | |
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Data Throughput Maximum volume of data processes per second. |
No information available | |
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Disaster Recovery RPO/RTO Recovery Point and Recovery Time Objectives in case of outage. |
No information available | |
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Scaling Capacity Max number of data series or size of data sets handled. |
No information available | |
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Resource Usage Monitoring Built-in monitoring for platform/system resource usage. |
No information available | |
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24/7 Platform Monitoring Vendor provides round-the-clock platform health monitoring. |
24/7 monitoring is standard for cloud/hosted platforms per infrastructure documentation. | |
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Real-time Failover Automatic failover to redundant systems for high-availability. |
No information available |
Support & Training
(7 Yes /7 Known /10 Possible features)
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Onboarding & Implementation Support Availability of guided onboarding and implementation services. |
Implementation support and onboarding guidance are provided as part of new client set-up. | |
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24/7 Helpdesk On-demand access to support via web, phone, or chat at all hours. |
24/7 helpdesk support is available for enterprise customers; verified via official support page. | |
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Dedicated Account Manager Assigned point of contact for support and account questions. |
Dedicated account managers assigned for larger clients. | |
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Training Materials Comprehensive documentation, videos, and how-to guides. |
Comprehensive online documentation, video tutorials, and how-to guides available. | |
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Live Training Sessions Availability of instructor-led workshops or webinars. |
Live and on-demand training sessions provided as part of implementation and ongoing support. | |
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User Knowledge Base Searchable library of FAQs, troubleshooting steps, and guides. |
User knowledge base accessible through support portal for troubleshooting and FAQs. | |
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Implementation Timeline Usual time from contract to go-live. |
No information available | |
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SLA First Response Time Service level agreement for first support response. |
No information available | |
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User Feedback Integration Platform actively incorporates user suggestions in product roadmap. |
Product incorporates user feedback into roadmap—actively solicited via forums and product suggestions. | |
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Local Language Support Number of languages spoken by support teams. |
No information available |
Cost & Licensing
(10 Yes /10 Known /10 Possible features)
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Transparent Pricing Clearly published and understandable fee schedules. |
Pricing is clear and published for standard packages on the website. | |
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Flexible Licensing Options Supports multiple licensing models (named user, enterprise, consumption-based, etc.). |
Flexible licensing schemes for academic, enterprise, and team users supported. | |
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Trial or Sandbox Access Prospective users can try the platform with demo data before purchase. |
Trial/sandbox access provided to prospective clients (evidenced by free trial request options). | |
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Tiered Feature Bundles Core vs. premium tiers available to match user needs and budgets. |
Tiered product features/pricing published (Core vs. Premium etc.). | |
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Volume Discount Availability Discounts available for large contracts or long duration agreements. |
Volume and long-term agreement discounts are available via sales negotiation. | |
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Usage/Consumption Metering Ability to track and report on data/feature consumption in real time. |
Usage and consumption tracking dashboards are included for admins. | |
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Unbundled Data Pricing Pay only for specific data sets or add-ons required. |
Add-on data sets and feature modules can be purchased separately. | |
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Contract Length Flexibility Options for short-term, annual, or multi-year contracts. |
Annual and multiyear contract options as well as short-term pilots available. | |
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Migration Cost Support Provider assistance or incentives for migration from legacy platforms. |
Migration tools/services and some cost incentives available for platform transitions. | |
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Cancellation Terms Transparency Clear, upfront terms for cancellation and exit. |
Cancellation terms are straightforward and explained during onboarding as well as in documentation. |
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