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Plan 529 Data & Analytics

In order to offer greater depth and value to our clients’ businesses, we have worked on developing certain products that further enhance our solutions portfolio. Our products are the heart of our business - they are what is "sold" to you.  Our products are market-driven and aim to identify and meet customers’ needs on a profitable basis. Customers may be investors, advisors, or financial institutions and their financial service needs will range from needing some basic financial data and information to being planning and saving money.


OnDemand Docs allows easy access to electronic library of SEC documents and facilitates research on company information. It’s the perfect solution for those looking for an intelligent tool to browse through SEC filings and undertake company analysis or track company SEC submissions. OnDemand Docs offerings include company information; initial public offerings deal data, and SEC filings using advanced searching tools. Read more...

icon This product is build over the relationships between individual investment security, mutual funds and Investment Management Company. Read more...

This product provides immediate access to exhaustive fund information at one place. The product includes information on fees & expenses, breakpoint, purchases, withdrawals and redemption, portfolio managers, fund holdings as key information along with optional access to OnDemand Docs. Read more...

icon Our Plan 529 product redefines the way you plan for or save by providing information, opportunity, and understanding and, above all, analysis.Read more...
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