Case studies
Fund manager
Chris is the manager of several funds at a well-known fund management firm. He has a portfolio of several hundred small cap stocks. Clients are impressed by how easy it is to review stocks using different analytics, and how quickly they can scan through a list of shares such as the FTSE 100 or a portfolio.
"Thanks to Alpha's mobile service, which I can access on my phone or iPad, I use my morning commute to check the news flow for my portfolio. By the time I get into the office, I can focus on early price movements. The news, ex-dividend and directors dealings flags are also invaluable in helping me spot important events within seconds of starting Alpha up ‐ it saves me having to trawl through all my stocks individually.
I have set up alarms to alert me to relevant news stories, unexpected price movements and breaches of key price levels throughout the day. I have these alerts emailed to me so that I can pick them up on my phone. This means that whether I'm travelling, in a meeting or simply doing something else, I can respond in real-time to significant events. These email alerts are particularly useful for picking up news stories that are released after market close ‐ especially on a Friday!
Many of my colleagues use Bloomberg but, for what I need to do, Alpha Terminal is excellent and is a fraction of the cost so it saves the business a lot of money. I used to use REFS to look at the fundamentals and to investigate new opportunities but Alpha includes all this information and includes screening as well so I can do everything on one platform.
The Alpha team are brilliant. From setting up Alpha Terminal to suit my individual requirements to helping me whenever I call in, they can't do enough."
Almost all of our client portfolios are now within the top quartile for their sector.
Some of my clients invest in funds and bonds...Alpha provides information for these instruments on one platform.
Alpha is by far the best investment information terminal I have ever used.
A top class product backed by very knowledgeable staff.
Alpha includes far superior charting tools to other data terminals.
Many of my colleagues use Bloomberg but, for what I need, Alpha is excellent.