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Investment Management

CFRA

Independent investment research and data for informed decisions.

"CFRA provides independent investment research and data analytics to empower informed decision-making. Their offerings include equity and fund research, ETF data, and forensic accounting risk assessment. RIAs utilize CFRA to enhance their investment strategies and provide clients with comprehensive insights."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #173 in Investment Management
Validated Adoption
37 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Fundamental equity research reports
Quantitative stock ratings
ETF data and analytics
Independent investment opinions
Screening and portfolio analysis tools

Primary Use Cases

Investment research and due diligence
Portfolio construction and monitoring
Client communication and education

Agentic Intelligence Briefing

"CFRA delivers objective investment research and data to empower RIAs to make data-driven investment decisions."

Real-time Forensic Synthesis

Competitive Strengths

High-quality investment data and analytics
Comprehensive research reports
Potential for enhanced investment decision-making

Adoption Hazards

Pricing can be a barrier for smaller RIAs
Integration with existing platforms may require custom work

Stack Compatibility Profile

How CFRA integrates into institutional RIA stacks.

37 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
95%
Stack Correlation
Bloomberg Tax (BNA)
78%
Stack Correlation
Elements Financial Planning
68%
Stack Correlation
Advisor Websites (Responsive)
68%
Stack Correlation
Morningstar Office
62%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs, wealth managers, and institutional investors
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar
2FactSet

Value Proposition

"CFRA empowers RIAs with robust investment data and analytics to build stronger portfolios and deliver superior client outcomes."

Audit Your RIA Stack

See how CFRA fits into your overall tech efficiency score.

Alternative Peer Landscapes

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Amplify: Powering Portfolio Management for RIAs.

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Andes

Andes: Aligning investments with client risk profiles.

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Apex

Apex: Streamlining Custodial Solutions for Investment Management.

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Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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