Smart at Scale
Integrating Nasdaq eVestment™ data into your applications with Nasdaq eVestment APIs for even greater insight
Overview
Nasdaq eVestment™ APIs are the keys to financial data integrations that drive business outcomes. See how investment professionals can transform their financial data through CRM platforms.
Distribution Intelligence
Actionable intelligence pushed to your CRM for Sales, Consultant Relations and Business Development teams.
Competitive Distribution teams have long relied on peer data, investor profiles, consultant ratings, alerts and other critical intelligence from Nasdaq eVestment. Now, that data can be pushed to CRMs such as Salesforce for holistic views of prospects and potential opportunities. By integrating Nasdaq eVestment into your CRM, you’re ensuring that actionable intelligence is surfaced daily in your team’s everyday workspace.
The APIs Included:
Alerts API
Alerts Data
- Significant changes in a product’s AUM (total or institutional)
- Significant decreases in a product’s performance
Analytics API
Competitor Data
- Performance, including historical
- Assets and accounts
Market Lens® API
Investor & Consultant Data
- Key contacts
- Asset allocations
- Investment recommendations
- Manager rosters
- Manager ratings
- Mandates
Common Use Cases & Business Outcomes:
Enhance investor records in Salesforce with validated key contacts
Integrate current v. target allocations into investor records in Salesforce to identify potential prospects before manager searches are announced
Learn MoreIntegrate consultant ratings into consultant records in Salesforce to understand the 'house view' of the firm’s products and where peers might be vulnerable to replacement
Integrate mandate data into both investor and consultant records in Salesforce to track potential, open and closed mandates
Integrate peer data and alerts into competitor records in Salesforce to identify vulnerable peers and link to their client rosters
Market Intelligence
Longitudinal data for Product Management, Corporate Strategy and Institutional Trend Analysis.
Entering new markets, defining territories, developing realistic forecasts and evolving your product line-up are all data-driven decisions. Now, Nasdaq eVestment data on historical peer performance and global asset flows, along with trends in consultant and asset owner research activity, can be loaded to your data warehouse, then pushed to BI tools such as Tableau or Power BI for robust analysis and forecasting.
The APIs Included:
Analytics API
Competitor Data
- Performance, including historical
- Assets and accounts
Asset Flows API
- Product flows
- Flows by geography
- Historical flows
Advantage API
- Product views
- Views by geography
- Historical views
Common Use Cases & Business Outcomes:
Rank competitors with integrated views of performance and flows over time to identify vulnerable peers
Identify products poised for growth with trends analysis of flows across the product line-up, integrated with viewership data
Forecast future demand with trends analysis of consultant and investor viewership of the firm’s products
Test new product ideas with trends analysis of the types of strategies being viewed by consultants and investors over time
Locate product demand by market through trends analysis of flows and viewership by geography
See How Nasdaq eVestment API Helps Managers Like You:
Calamos Investments
Utilize Nasdaq eVestment to track new business opportunities, raise assets, and inform decision-making.
Read the Case StudyGlobal Asset Manager
Leverage advanced data analytics, powered by APIs, to engage investors.
Read the Case StudyNasdaq eVestment API Webinar Series
More Information
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Insights
The latest research, thought leadership and client success stories.
Discover MoreThe Source
The latest institutional news and insights
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Nasdaq eVestment for asset managers empowers you to win and retain assets.
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