The CFRA Institutional Portal is a streamlined platform designed for institutional investors, offering seamless access to public policy and legal research, alongside forensic accounting and bespoke solutions. It aims to provide actionable intelligence for making smarter and faster investment decisions. Key capabilities include a personalized homepage dashboard with real-time publications and trending research, a Research Hub for searching and filtering archived and new research by various criteria, and an Alert Manager for customizable, real-time notifications. The portal also features Watchlist Integration for managing and exporting top priorities, and a Conference Call Hub for registering for analyst calls and accessing transcripts. It consolidates subscribed research into a single, tailored experience, supporting investment processes for policy, forensic, or combined research needs.

Features & Benefits

• Personalized Homepage: Custom dashboard with real-time publications, trending research, conference calls, and recently viewed reports.
• Research Hub: Access to new and archived research with filtering by ticker, author, industry, or keyword, enhanced by Smart Search.
• Alert Manager: Customizable notifications by ticker, author, topic, or keyword, including real-time publishing alerts.
• Watchlist Integration: Create, manage, and sync custom watchlists across the platform, with export capabilities for portfolio analysis.
• Conference Call Hub: Register for analyst calls and access transcripts and replays of past calls.