Wells Family of Companies | Dow Jones Adviser

Wells Family of Investment Companies

Financial Advisor Toolbox | Dow Jones Adviser®

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us
 
Market Data and News Research Tools
Dow Jones Argus Albridge
Interactive Data Corporation Convergex Group Advent
Thomson Reuters Credit Suisse Equifax
  Market Edge MoneyGuidePro
  Morningstar Morningstar
  The Ranking Service NaviPlan
  Standard & Poor's Redtail
  Thomson Reuters Salesforce.com
    Wealth2k
    Black Diamond
Dow Jones Adviser®. Dow Jones Adviser is built for the way you run your practice. Beginning with the editorial and journalistic resources of Dow Jones Newswires, The Wall Street Journal, Barron’s, SmartMoney and MarketWatch, Dow Jones Adviser offers presentation tools and analytic functionality. Every day you get:
– Markets and Investing Awareness and Insight. Access reporting, analysis and insight on fundamentals, key economic updates and market pricing.
– Tools and Analysis. Available with this service are stock, fund and exchange-traded fund (ETF) screeners, as well as advanced charting, company fundamentals, earnings, time-based studies, research and visual displays of data.
– Talking Points. Obtain summaries of developments in markets that are moving, allowing you to quickly communicate the financial impact of major events to clients.

Dow Jones News Service®. You have access to real-time news from Dow Jones News Service. The news service covers corporate developments, U.S. and Canadian equity markets, worldwide geopolitical and economic news, and more. The ability to access news by symbol or category allows you to view information directly related to your clients’ holdings. You will also have access to Dow Jones NewsPlus, which provides the business and financial news and links to exclusive Dow Jones features.

 
 
         

Valor Financial Securities LLC. Member FINRA & SIPC