Integrating the best in fintech is our speciality. Our integration partnerships make up an ecosystem of applications that can easily link and share information.
Our world-renowned charting solution is used by institutions, brokerages, and technology providers across capital markets. Firms look to ChartIQ for interactive, powerful data visualizations to delight their end users.
On choosing ChartIQ: If you want to show information to your customers in a manner that they would understand and they would be able to go back and and use it for their benefit, I think you should just go for it.
—Hanan Delvi, Zerodha Chief Client Officer
The whole team behind ChartIQ is always thinking of ways to expand the platform to make it better, make it faster, make it sharper. We have tremendously enjoyed working with ChartIQ because building great products has been made so much easier.
—Grayson Roze, VP of Operations at Stockcharts.com
Our charts can be found on millions of screens across the globe.
“Powerful data visualization supports powerful data comprehension. Offering ChartIQ tools across FactSet’s workstation and mobile applications provides clients with a strong vehicle for fixed income and market analysis.”
— Kristy Karnovsky , Senior Vice President, Research, FactSetFactSet users leverage the power of ChartIQ to enhance their ability to work with, manipulate and manage their data, effortlessly build reports, and combine commercial data with their own. With the addition of Term Structure Graph, FactSet’s end users will also have full data transparency and visualization of market activity that can be time-stamped and customized for an array of securities, including futures, swaps, forwards, and options.
ChartIQ Case Studies
Looking to modernize their quotation system, National Bank of Canada needed a fully integrated charting solution that was simple and accessible. ChartIQ helped leverage their partnerships with third-party providers to present a one-stop location to visualize market data. Read case study
Using ChartIQ, Fidessa vastly improved the UX/UI and overall user experience for their 24,000+ users within 6 months time. Fidessa was able to quickly build and extend their platform by adding their own data, aesthetic, and limiting restrictions. Read case study
Rather than investing heavily on in-house charting tools and creating technical debt, Market Simplified discovered that ChartIQ was the easier route. Their team took advantage of ChartIQ’s extensive support, documentation, and templates to create a developer-friendly experience.
Read case studyPartnering with Cosaic, who’s considered to be a leader in the industry, we felt that we would really be able to accelerate our time to market, improve the user experience for our users, and it would afford us the opportunity to focus on the key aspects of charting that we felt differentiates us at Iress.
—Colette Nothnagel, Iress Associate Product Manager
I’d recommend ChartIQ to anyone looking for more than just a charting engine, but a robust charting platform you can build on and tailor to the needs of your clients.
—Cliff Anderson, Factset Product Manager
“Leveraging ChartIQ’s innovative software framework further empowers our engineering teams with best-of-breed development tools. In turn, our clients gain new capabilities to better inform their trading and de-risking decisions across asset classes.”
— Spiros Giannaros , Charles River PresidentCharles River Development, a State Street Company, recently announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions. These capabilities help traders conduct pre-trade technical analysis, gauge in-trade market impact and better understand post-trade execution quality.
ChartIQ Partnerships
MT Newswires, the leader in delivering original and unbiased financial news to the global investment community, can now be integrated directly on your ChartIQ chart. End users can interact with news events by clicking the MT Newswires icon to see what event may have caused a security’s position to change. For those who want access to real-time, multi-asset class news without leaving their chart, it’s a game-changer.
GoNoGo Charts, llc has partnered with ChartIQ to help traders and investors take the guesswork out of making important trading decisions. The name “GoNoGo” comes from the phrases “go” and “no go” used by NASA engineers to indicate space launch readiness. They take a weight-of-the-evidence approach working through rigorous checklists to put probabilities in their favor. Help make more responsible traders!
Finsemble is an application interoperability platform that allows applications of any type to link, sync, and share information. Creating a “smart desktop” with Finsemble is easy with our patented integration technology pre-built infrastructure. Firms looking to combine legacy thick apps with new technologies use Finsemble for their digital transformation initiatives.
Charles River Development, a State Street Company, announced a collaboration with Cosaic leveraging their Finsemble platform to streamline integration of third-party applications into the Charles River Investment Management Solution. Read press release here.
Lind Capital is an independent trading company where trading, technology and innovation meet. A dynamic organization in a world that is constantly changing, their objective is to create value for their employees and stakeholders by exploiting market inefficiencies.
“Finsemble has the power to transform user experience and productivity by linking critical applications together in a seamless environment.”
—Kevin Foley, Managing Director, Head of Markets Electronification
Webinar On-Demand
Finsemble Webinar: How Pictet Asset Management trading desk created workflow automation for the desk.
In this webinar, join Cosaic CEO Dan Schleifer and special guest Carl James—Global Head of Fixed Income Trading at Pictet Asset Management—for a discussion around PAM’s journey to interoperability. Carl demonstrates some of their workflows; to include Money Market, Credit and FX.
In the push for automation, I wanted to find a way of collapsing trader workflows. Having reviewed other offerings, we landed with Finsemble. We felt that they are a company that, culturally, is a good fit. They are used to helping companies and understand there is a ‘try and fail’ element to the process.
— Carl James , Global Head of Fixed Income Trading, Pictet Asset Management“Pictet Asset Management is an independent asset manager, overseeing more than CHF206bn for our clients across a range of equity, fixed income, multi asset and alternative strategies. PAM provides specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients.”
Featured Finsemble Partners
The strategic partnership between Reformis and Cosaic makes workflow automation a reality for buy-side firms looking to kick-off interoperability projects.
A trusted name in buy-side tech initiatives, Reformis helps bring interoperability to buy-side firms by leveraging the power of Finsemble. Connect your PMS, OMS, and/or EMS to any other applications across your desktop and see the benefits interoperability can bring to end users.
Read partnership press release
Aiera is an industry-leading event access and monitoring platform used by hedge funds, banks and corporates to gain valuable, real-time insights. With new plug-and-play interoperability powered by Cosaic’s smart desktop platform, Finsemble, Aiera’s components can now integrate out-of-the-box with other applications on their clients’ desktops. Read partnership press release
“Our clients often can’t justify the huge investment required to create a more joined-up user experience for traders and risk managers by re-implementing everything from scratch. Finsemble offers our clients a road map to an HTML5 future that doesn’t break the bank.”
— Graeme Harker , Managing Partner, NORMAN & SONSDo you love the apps you use at home but struggle with terrible software products at work? Are you frustrated by a slow and costly software delivery process that delivers products that don’t help your users? NORMAN & SONS is a digital strategy firm specialising in the research, design and development of user-centered enterprise applications for the financial services industry. We help our clients to “design the right product, and build the product right.”
“Our clients need to deliver a desktop experience that is both elegant and cohesive. Their users must deal with a multitude of new and existing applications. Finsemble provides a framework to handle these challenges. Adaptive values our close partnership with Cosaic, and appreciates their approach to technology and clients.”
— Matt Barrett , Co-founder and CEO, AdaptiveAdaptive is a global financial technology consultancy with clients throughout Europe and America, supported by offices in London, Barcelona, Montreal and New York. Their clients include tier-1 investment banks, brokers, asset management firms, commodity trading houses and fintech providers. They provide expertise in designing, building and operating bespoke software solutions such as electronic trading systems, real-time workflow solutions and digital platforms on internal infrastructure as well as public cloud.
