Optional Research & Data
RBC Research Connect – RBC Capital Markets, which covers 700 North American and Canadian companies, costs $25 per month. Credit Suisse First Boston (CSFB) research is available. The cost for CSFB and RBC Dain Capital Markets is $65 per month. Finally, Argus Research can be purchased in this package. RBC Capital Markets, CSFB and Argus Research all together costs $80 per month, providing a significant discount. If a representative does not desire to purchase all three packages, then the pricing is as follows: RBC Capital Markets and Argus together costs $75 per month. CSFB and Argus together costs $85 per month. By itself, CSFB costs $50 per month and Argus costs $60 per month. Private Client Research is free.
QUODD Equity+ Quote System – A comprehensive workstation designed for the financial investment professional that offers a complete set of market data services and information bundled into a single desktop solution. QUODD Equity+ brings together real-time quotes, dynamic market monitors and analytical charting tools with premium news, fundamental data, research, earnings estimates, filings, and market events. “QUODD Equity+ is available for Wilbanks Securities Representatives for only for $50 per month.
ILX Quote System – Packages available for Beta-Link users only through RBC Correspondent Services for $60 per month for package A or $90 per month for package C. The pricing for both excludes exchange fees. A significant degree of functionality is available in both packages with package C providing more features. Please click here for more information.
Dorsey-Wright – This is a web-based point and figure technical analysis charting service that analyzes stocks, mutual funds and indices. This system provides advisors with the best in technical analysis today as well as Dorsey-Wright’s own research.
Value Line Research Center- Includes the Value Line Investment Survey, the Small and Midcap Addition, the Mutual Fund Survey, Daily Option Survey, the Special Situations Survey, the Convertible Survey (bonds and preferreds), and the Exchange Traded Funds (ETF) Survey. The service comes with a Stock Screening Tool, through which you can look-up and export over 250 data fields on over 90 industries. You can produce graphs using 25 different variables and up to five years history. The system also has User Portfolios to track pricing for up to 15 portfolios with ten different views of the portfolio depending on what data points you desire. Portfolio alerts and news updates are also available with the system. The cost is $700 per year, which is a 30% discount.
Dow Jones News Wires $130 per month through RBC Correspondent Services.
Standard and Poors Advisor Insight – This service includes historical earnings, company business descriptions, dividends, balance sheet, financials and price information, technical market indicators, new issues, market movers, money and economy watch, interest rates and currency action. The full package includes Market Scope, Stock Reports and Fund Advisor for $249 quarterly. Market Scope is $105 quarterly, Stock Reports is $86 Quarterly, and Fund Advisor is $74 quarterly. Stock reports and fund advisor together is $121 quarterly.
TD AMERITRADE Securities Research – TD AMERITRADE provides some research available at no cost for advisors placing client accounts on their platform.
Wilbanks Securities, RBC, and TD AMERITRADE do not guarantee either the accuracy of the pricing listed or the future availability of the products and services featured. This list is for purposes of information and convenience.