Securities Research & Analysis

Roadblock

The Challenge Advisors Face

In today’s complex financial landscape, advisors and portfolio managers are tasked with navigating an overwhelming investment universe. With over 75,000 individual securities in Canada and the US alone—spanning mutual funds, ETFs, bonds, liquid alternatives, and more—identifying the right investments for clients is a monumental challenge.

Overly Complex or Costly

Many platforms are challenging to use due to outdated legacy interfaces and complicated navigation. They often require extensive training or come with prohibitively high costs.

Limited Personalization

Advisors need tools that align with their unique strategies, such as focusing on specific investment managers or excluding companies for ethical reasons. Current platforms fail to support this level of customization.

Information Overload

Simple screening tools often generate hundreds of irrelevant options, making it difficult to pinpoint investments that align with an advisor’s approach.

The result?

Advisors spend valuable time sifting through data instead of focusing on delivering tailored solutions to their clients.

Introducing

Meet Buckler SRA – Your Digital Research & Analysis Assistant

Buckler SRA leverages cutting-edge AI technology to enhance and streamline your securities research and analysis processes.

Intelligent Suggestions

Receive tailored investment recommendations based on your preferences and investment strategy.

Data-Driven Decisions

Use AI to identify trends, opportunities, and risks within the investment universe.

Time Savings

Maintain a record of research activities for compliance and transparency.

Audit Trails

Maintain a record of research activities for compliance and transparency.

Automated Insights

Leverage automation to surface key data points and reduce manual effort.

How it Works

Define Your Strategy

Set your preferences, including the capability to exclude specific securities, investment types and fee structures, preferred asset classes, and specific investment managers.

Screen the Investment Universe

Use advanced filters and AI-powered tools to narrow down the 75,000+ securities to those that meet your criteria.

Analyze and Act

Dive deep into the data, collaborate with your team, and make informed investment decisions.

Spend your time building relationships and scaling your business while Buckler RSA handles the heavy lifting.

Leveraging AI for optimal research and analysis

Buckler SRA Modules

Discover how Buckler SRA empowers financial advisors, compliance officers, and investment firms with cutting-edge AI-driven tools to streamline the research and analysis processes, ensure compliance, and enhance performance.

Customization

Easily tailor your investment universe to match your specific preferences and requirements. This module lets you define available investment options using customizable filters and exclusion rules. Input your criteria into the AI to generate precise rules that remove securities not meeting your standards. Streamline your process by focusing only on opportunities that fit your unique needs.

Comparisons

Leverage AI to automate the creation of peer groups and comparable investment sets. This module intelligently identifies and builds a collection of reasonable alternative investments, providing you with a curated list of options to consider. Simplify the process of finding comparable opportunities and make more informed investment decisions with ease.

Key Metrics

Streamline your analysis and decision-making process by identifying the most relevant metrics for specific security types. This module enables you to focus on the key information that truly drives investment decisions, eliminating the need to sift through hundreds of metrics across multiple time horizons. Gain clarity and efficiency by zeroing in on the data that matters most.

Insights

Harness the power of AI to generate actionable insights and comprehensive analytics based on market data and information. This module captures and summarizes published news, articles, market data, regulatory filings, and analyst reports to deliver detailed, data-driven insights for every security. Stay informed and make smarter investment decisions with AI-curated intelligence at your fingertips.

Data

Access consistent, well-structured market data designed to enhance your research process. This module provides interactive charting, actionable insights, and key information, all formatted to support advisors in making informed decisions with ease and efficiency.

Analytics

Empower advisors to monitor and optimize their research efforts with advanced practice management analytics. This module tracks activity and time spent on the research process, providing detailed metrics to demonstrate that the investment management process has been effectively implemented and adhered to. Ensure accountability and efficiency with data-driven insights into your practice.