Accountant / Advisor
Bourse Data can help Accountants and Financial Planers or Advisors to bring the best information regarding the stock market to their clients. There are many tools that Bourse Data provides that can be beneficial to Accountants, such as providing seven years of company dividend information, which is invaluable at tax time. When you are entrusted to make the best decisions pertaining to your clients investment portfolio, having timely, reliable information is essential. Bourse Data can provide you with live market information which helps you to properly advise your clients so you can inform them of the most suitable investment decisions.
Bourse Data can also work cooperatively with Accountants and Financial Advisors to service even the most sophisticated investor or trader. We can help your clients to be more involved in the creation and development of their financial plan, so you are working collaboratively to bring them the best investing outcomes possible. By providing your clients with market information they can monitor the positions they have in the market and help guide the direction of their investments.
The two main ways that Bourse Data can support your clients investing activities are:
The Bourse software brings the market to your desktop. The Bourse offers reliable stock market data and powerful charting tools, allowing you to access the information you need to make accurate decisions for your clients in a timely manner.
- Use Bourse Research to scan the market for stocks which meet your fundamental data criteria
- Track the progress and pick the trends of your investments with an extensive range of technical analysis charting tools
- Record your holdings in the user-friendly Portfolio
- Choose a subscription plan to suit your needs, from real-time to end-of-day data
- Optional extras include data from the Sydney Futures Exchange, AAP and RWE News, and ASX Reports
Click here to find out more about how The Bourse can help you!
Give your clients access to online market information by taking advantage of the BourseInvestor White Label website. Bourse Data can provide your company with a fully functional website, fully branded with your corporate colours and logos, or to your specification. This site is highly flexible and customisable, allowing you to pick and choose from a comprehensive range of features to suit your company's and your clients needs:
- Live or delayed data including Shares, Options, Futures and Warrants
- Company share price charts and historical data
- Multiple user-customised watchlists and portfolios
- ASX Reports, AAP & RWE News
- Research content
- Top Movers
- World Indices
- The Bourseinvestor White Label website can also manage your client's account administration.
For more information or a complete proposal please call our Commercial Sales Team on 1800 349 349 or to email us click here.
|
