Data-Driven Decisions at Your Fingertips

Access to advanced analytics and data insights is crucial for UITs. Other products use sites like like Y-Charts, Magnifi, and Intrinio to offer free or low-cost analytics. Mutual funds and ETFs have fiduciary scores to quickly compare products against common peers.

Finally, the same ease of due diligence can now be performed for Unit Investment Trusts.

AdFi Score Peer Group

The Whole Universe of UITs in Your Home Office

Broker-dealers who want the ultimate due diligence tool for their home offices can use our monthly spreadsheet which provides all the due diligence data necessary to evaluate new and existing products.

What would have taken weeks in the past can how be done in days or hours.

AdFi Score Spreadsheet