800-368-2078
09-25-2024 Fidelity's WealthScape link to Telemet
Telemet has teamed up with Fidelity to bring WealthScape portfolios into Telemet for real-time portfolio analyses and attribution. With these links WealthScape portfolios are analyzed for attribution characteristics. See whether stock selection or sector bets paid off. See which investments within a sector performed best and which lagged. See true, transaction based attribution. These presentation-ready reports are ideal for client discussions of performance and are useful for internal management review.
WealthScape is an open brokerage platform for clearing and custody needs. It can be customized or leveraged as a single solution to help you scale business. It offers a web based platform to aggregate planning, advice and portfolios.”
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06-12-2024 Telemet and CSRHub announce new platform
Telemet and CSRHub announce a new enhanced data platform. Telemet now provides CSRHub clients with comprehensive, exportable databases for financial statements, ratios, and historical price and dividend data. CSRHub provides Telemet clients with over 10 years of historical ESG ratings and rankings. This new offer delivers exceptional value by providing robust financial and ESG insights, reinforcing investment strategies, decision-making processes, and academic research—all at a fraction the cost of similar databases.
Contact Jessica@crhub.com or Kirby@taquote.com
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03-26-2024 Telemet announces integration with Ridgeline
Telemet announces new integration with Ridgeline’s Trade Order Management System (TOMS) and is a valuable tool for traders. The ability to view real-time last sale and bid/offer quotes directly on the trading screen can be a game-changer in fast-moving markets. The Rdigeline TOMS offers a comprehensive suite of trading tools, including an efficient trade management blotter, order entry and management all with real-time Telemet data. This integration streamlines the trading process significantly, ensuring that trades are executed with the most current information available.
The cost-effectiveness of this link is a significant advantage for clients looking to trade more efficiently and save on expenses.
For those interested in exploring this integration further, reach out to Telemet at 703-548-2042.
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06-10-2020 Telemet Adds Popular ESG Data to its Flagship Investment Platform
Alexandria, VA - Telemet America, Inc. a provider of integrated financial information, analytical applications, and charting has added ESG sustainability data to its popular Telemet Orion investment platform sourced from CSRHub®.
CSRHub’s sustainability data adds to a growing list of new services from Telemet in recent years.
ESG ratings and rankings drive perceptions of brand, risk and value. As such they may affect a company’s business operations and investment performance. They may also drive buy or sell decisions by asset owners and reveal differences in asset owning preferences. These impact an institution’s ability to gather and maintain assets across generations.
About Telemet
Since 1979 Telemet has offered real-time market data, stunning charts, deep financial research and portfolio attribution analysis for investment professionals. Telemet sustainability metrics are deeply integrated into the Telemet Orion investment platform and may be incorporated into portfolio reports to highlight ESG factors.
About CSRHub®
CSRHub provides access to corporate social responsibility and sustainability ratings and information on 19,000 companies from 134 industries in 143 countries. Investment and corporate managers and researchers use CSRHub to benchmark company performance, learn how stakeholders evaluate company CSR practices and seek ways to change the world. Their data comes from socially responsible investing research firms, well-known indexes, publications, “best of” or “worst of” lists, NGOs, crowd sources and government agencies. By aggregating and normalizing the information from these sources, CSRHub has created a broad, consistent rating system and a searchable database that links each rating point back to its source.
For more information, contact Telemet at walker@taquote.com 703-548-2042
09-01-19 Telemet adds Options Montage Filters to its flagship Telemet Orion v8.2
Telemet has enhanced its Flagship Telemet Orion Investment Platform
Telemet America, Inc. is an information and technology company. The firm provides data for monitoring investments, evaluating investment alternatives and tracking performance. The firm offers: (1) real-time and historic market data and news, (2) detailed financial data on investments, and (3) analyses of sources of performance.
This month Telemet introduced Options Montage Filters.
We have updated the options montage page! Filters classify options with traditional monthly or with weeklies expirations. Other filters show options around the nearest trade price. Options are presented in an easy to read format with month expirations called out. Naturally Greeks and protection points are presented.
Note Telemet is one of the few vendors that offer options time and sale to keep the trader up to date on detail price movements.
Open interest, and put call ratios which are indicators of bullish or bearish sentiment. These can be displayed on price and holdings pages.
For more information on these and other enhancements, please call 800-368-2078 or email support@taquote.com.
About Telemet America, Inc.
Telemet America, Inc. is an information and technology specialist for the buy-side investment community. Telemet offers an integrated investment platform that combines real-time and historic financial information, investment research, portfolio analytics and great client service. Telemet's integrated platform enhances workflow, increases revenue opportunities and improves productivity. Seamless links to major portfolio accounting software and systems including SEI, SunGard, Advent Axys, Moxy and APX, Eze Castle, Charles River Development, and PortfolioCenter are included. The Company, headquartered in Alexandria, Virginia, was founded over thirty years ago. It provides services to clients across the United States and Canada.
CONTACT: Telemet America Inc.
Phone: 800-368-2078
03-01-19 Telemet adds Tamarac Plugins to its flagship Telemet Orion v8.2
Telemet Enhances its Flagship Telemet Orion Investment Platform with Tamarac plugins.
Telemet America, Inc. is an information and technology company. The firm provides data for monitoring investments, evaluating investment alternatives and tracking performance. The firm offers: (1) real-time and historic market data and news, (2) detailed financial data on investments, and (3) analyses of sources of performance.
Tamarac and Orion Advisor (along with SS&C Advent and Black Diamond) provide portfolio and client management software. We have plugin links to all these platforms. With these links, you see performance, sector analyses, and relative returns on your equity and funds portfolios compared to your chosen benchmark. You also see sector under and over weightings, which sectors worked and within each sector, which stocks worked for any calendar period.
This quarter, Telemet added Portfolio Composites to the Orion Advisor and Tamarac links. Now composite portfolios - with transaction-based performance - may be compared to benchmarks (we had previously linked these composites in SS&C Advent and Black Diamond). We always are adding portfolio management systems integrations - so ask if yours is linked. These links are seamless. They let you create great portfolio analytic reports for your clients and prospects. Our clients see these reports instantly - no need to wait overnight; they appear within seconds on the desktop to be printed, viewed, or downloaded into spreadsheets.
For more information on these and other enhancements, please call 800-368-2078 or email support@taquote.com.
About Telemet America, Inc.
Telemet America, Inc. is an information and technology specialist for the buy-side investment community. Telemet offers an integrated investment platform that combines real-time and historic financial information, investment research, portfolio analytics and great client service. Telemet's integrated platform enhances workflow, increases revenue opportunities and improves productivity. Seamless links to major portfolio accounting software and systems including SEI, SunGard, Advent Axys, Moxy and APX, Eze Castle, Charles River Development, and PortfolioCenter are included. The Company, headquartered in Alexandria, Virginia, was founded over thirty years ago. It provides services to clients across the United States and Canada.
CONTACT: Telemet America Inc.
Phone: 800-368-2078
07-01-18 Telemet adds Yield Curves and Spreads to its flagship Telemet Orion v8.2
Telemet Enhances its Flagship Telemet Orion Investment Platform
Telemet America, Inc. is an information and technology company. The firm provides data for monitoring investments, evaluating investment alternatives and tracking performance. The firm offers: (1) real-time and historic market data and news, (2) detailed financial data on investments, and (3) analyses of sources of performance.
Treasury Yield Curves are bundled into base platform.
The yield curve traces the yields on varying US treasury maturities, from the shortest -- three months or less -- out to as far as 30 years. Other charts show yield spreads and history.
The Yield curve is quickly accessed by selecting "Display/Fixed Income/Yield Curves" . All our clients get the benefit of these data.
For more information on these and other enhancements, please call 800-368-2078 or email support@taquote.com.
About Telemet America, Inc.
Telemet America, Inc. is an information and technology specialist for the buy-side investment community. Telemet offers an integrated investment platform that combines real-time and historic financial information, investment research, portfolio analytics and great client service. Telemet's integrated platform enhances workflow, increases revenue opportunities and improves productivity. Seamless links to major portfolio accounting software and systems including SEI, SunGard, Advent Axys, Moxy and APX, Eze Castle, Charles River Development, and PortfolioCenter are included. The Company, headquartered in Alexandria, Virginia, was founded over thirty years ago. It provides services to clients across the United States and Canada.
CONTACT: Telemet America Inc.
Phone: 800-368-2078