Abstract: A system includes a processing circuit that is configured to establish a wireless connection with an analyst device; detect a trigger event based on detecting a mentioning of a security from the analyst device; in response to detecting the trigger event, receive analyst tracking information from the analyst device relating to the security; generate a data synopsis for the security based on the received analyst tracking information; and provide a graphical user interface to a manager computing device depicting the data synopsis.

Abstract: A system includes a processing circuit is configured to detect a trigger event and in response, initiate tracking analyst interactions on a first analyst device; receive analyst tracking information from the first analyst device only in response to the trigger event being detected; receive first analyst tracking information from the first analyst device relating to a security, wherein the first analyst tracking information includes a first set of analyst interactions, quantify the first set of analyst interactions, receive first analyst feedback from the first analyst device, wherein the first analyst feedback includes a first set of analyst sub-rating scores, generate an integrated data synopsis including an integrated analyst rating score for the security, wherein the integrated analyst rating score is based on the quantified first set of analyst interactions, and provide a graphical user interface to a manager computing device depicting the integrated data synopsis.

Abstract: A computing system includes a network interface circuit and a processing circuit configured to receive a plurality of issuer ratings associated with issuers including a first issuer, receive a plurality of investment parameters defining characteristics of a custom investment strategy, generate a dataset regarding securities issued by the issuers, provide the custom investment strategy to a manager device, receive an updated issuer rating associated with the first issuer from an analyst device and including an analyst identifier associated with the analyst device, provide a notification to the manager device including the analyst identifier associated with the analyst device, receive a selection from the manager device of the analyst identifier, and launch at least one of an instant message, a chat box, an email, or a phone call to cause a communication between the manager device and the analyst device regarding the updated issuer rating from the analyst device.

Abstract: A computing system includes a network interface circuit and a processing circuit configured to receive a plurality of issuer ratings associated with issuers from a plurality of analyst devices, wherein the plurality of issuer ratings include qualitative ratings, generate numerical quality ratings for the issuers based on the qualitative ratings of the issuers, receive a plurality of investment parameters from a manager device, the plurality of investment parameters defining characteristics of a custom investment strategy, generate a dataset regarding securities issued by the issuers based on the numerical quality ratings of the issuers, the dataset including securities issued by the issuers having a numerical quality rating over a pre-determined value, generate the custom investment strategy by selecting securities from the dataset based on the numerical quality ratings and the plurality of investment parameters, and provide the custom investment strategy to the manager device.

Abstract: A system includes a processing circuit. The processing circuit is configured to: receive security related data from a plurality of analyst computing devices; provide a graphical user interface to a manager device, the graphical user interface configured to display a plurality of tiles and alter a size of a tile of the plurality of tiles in response to a tile size filter being selected, where each tile represents a specific security and includes at least one of an integrated security rating or an integrated index for the specific security and based on the received security related data, and where the size of each tile is proportionate to a value assigned to each security; monitor additional security related data; and in response to determining the additional security related data satisfies a received alert criteria, actively update the graphical user interface to comprise an alert associated with the security.

Abstract: A system includes a processing circuit is configured to detect a trigger event and in response, initiate tracking analyst interactions on a first analyst device; receive analyst tracking information from the first analyst device only in response to the trigger event being detected; receive first analyst tracking information from the first analyst device relating to a security, wherein the first analyst tracking information includes a first set of analyst interactions, quantify the first set of analyst interactions, receive first analyst feedback from the first analyst device, wherein the first analyst feedback includes a first set of analyst sub-rating scores, generate an integrated data synopsis including an integrated analyst rating score for the security, wherein the integrated analyst rating score is based on the quantified first set of analyst interactions, and provide a graphical user interface to a manager computing device depicting the integrated data synopsis.

Abstract: A risk view sharing platform system is provided. The system includes a processing circuit configured to provide a plurality of analyst applications to a plurality of analyst computing devices; receive security related data associated with a plurality of securities from the plurality of analyst applications, wherein the security related data includes security ratings and indices; integrate the security related data to generate (i) a plurality of integrated security ratings based on the security ratings and (ii) a plurality of integrated indices based on the indices; and provide a graphical user interface including the integrated security related data to a manager device that displays a plurality of tiles, wherein each tile represents a specific security from the plurality of securities and includes at least one of an integrated security rating or an integrated index of the plurality of integrated indices for the specific security.

Abstract: A system includes a network interface circuit configured to facilitate data transmission over a network, and a processing circuit comprising one or more processors coupled to non-transitory memory, wherein the processing circuit is configured to receive a first analyst tracking information from a first analyst device configured to access resources related to a security, receive a second analyst tracking information from a second analyst device configured to access resources related to the security, receive a first analyst feedback response from the first analyst device, receive a second analyst feedback response from the second analyst device, and generate an integrated data synopsis based on the first analyst tracking information data set, the second analyst tracking information data set, the first analyst feedback response, and the second analyst feedback response, wherein the integrated data synopsis includes an integrated analyst rating score for the security.