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What is Trillium Surveyor?

Surveyor serves as an advanced tool for post-trade surveillance, identifying and mitigating instances of market manipulation effectively. By utilizing comprehensive depth-of-book data with precision timing to the millisecond, Surveyor minimizes false positives and delivers some of the most reliable alerts available in the market. This innovative approach ensures that users can trust the alerts they receive, leading to enhanced decision-making in trading activities.

What is Morningstar?

Discover new opportunities, navigate the ups and downs of the market, and deliver exceptional client experiences by harnessing the power of Morningstar's tools. Elevate client engagement through access to a leading source of in-depth investment analysis. Enable thoughtful investment assessments and communicate your insights effectively with adaptable technology enriched by Morningstar’s investment expertise. Cater to the unique needs of investors with tailored portfolios and indices that reflect a forward-thinking approach. In a time when shifting consumer demands and enhanced service experiences are pivotal to business models, Morningstar equips you to deliver personalized solutions at scale. Explore innovative tactics to grow your practice by attracting new clients, fostering deeper connections with existing ones, and maximizing customer lifetime value. By leveraging Morningstar, you can gain a competitive advantage, crafting investments, analytical tools, and persuasive narratives based on high-quality investment data. Utilizing these assets not only strengthens client relationships but also paves the way for sustained growth in your practice, ensuring that you remain at the forefront of the industry. In this dynamic landscape, the ability to adapt and respond to changing market conditions is more crucial than ever.

Media

Media

Integrations Supported

AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Nitrogen
Pontera
RightCapital
Wealth-Lab
bitsCrunch
cXchange

Integrations Supported

AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Nitrogen
Pontera
RightCapital
Wealth-Lab
bitsCrunch
cXchange

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Trillium Labs

Date Founded

2014

Company Location

United States

Company Website

trlm.com

Company Facts

Organization Name

Morningstar

Date Founded

1984

Company Location

United States

Company Website

www.morningstar.com

Categories and Features

Fraud Detection

Access Security Management
Check Fraud Monitoring
Custom Fraud Parameters
For Banking
For Crypto
For Insurance Industry
For eCommerce
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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