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Wealth Utilities

Trackinsight

ETF data and analytics for smarter investment decisions.

"Trackinsight is a comprehensive platform for ETF data and analytics, providing RIAs with tools to research, compare, and select ETFs for client portfolios. It offers in-depth analysis of ETF performance, holdings, and risk metrics, enabling advisors to make informed investment decisions."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #181 in Wealth Utilities
Validated Adoption
35 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

ETF screener with advanced filtering
Portfolio analysis and optimization tools
Comprehensive ETF data and analytics
Due diligence and risk assessment
Performance attribution analysis

Primary Use Cases

ETF due diligence and selection
Portfolio risk analysis
Client reporting on ETF holdings

Agentic Intelligence Briefing

"Trackinsight empowers RIAs with data-driven ETF analytics to improve investment decisions and portfolio performance."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive ETF data and analytics
Portfolio construction and optimization tools
Global coverage of ETFs

Adoption Hazards

Pricing can be opaque and potentially expensive depending on data needs
Integration with existing RIA tech stacks might require custom development
User interface could be more intuitive

Stack Compatibility Profile

How Trackinsight integrates into institutional RIA stacks.

35 Firms Analyzed
Nitrogen Wealth
94%
Stack Correlation
Riskalyze Online
89%
Stack Correlation
Elements Financial Planning
86%
Stack Correlation
NDEX
66%
Stack Correlation
ROL
63%
Stack Correlation
Bloomberg Tax (BNA)
60%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs and wealth managers utilizing ETFs in client portfolios
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar Direct
2FactSet
3Bloomberg Terminal

Value Proposition

"Gain a competitive edge with Trackinsight's deep ETF analytics, empowering you to make data-driven investment decisions for your clients."

Audit Your RIA Stack

See how Trackinsight fits into your overall tech efficiency score.

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