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Sources and integrations

Research sources and data infrastructure

Primary-source references, adviser checks, official economic data, news discovery and professional data integrations used across the platform.

Source / Integration

Currents News API

Attributed headlines and short descriptions, refreshed hourly through the backend.

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Source / Integration

SEC IAPD / adviserinfo

US adviser registration and Form ADV checks.

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Source / Integration

FINRA BrokerCheck

Broker and brokerage firm background checks.

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Source / Integration

Investor.gov Ask and Check

Investor education on checking advisers and brokers.

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Source / Integration

UBS Global Wealth Report

Global wealth research reference.

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Source / Integration

Capgemini World Wealth Report

HNWI wealth and operating model research.

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Source / Integration

BCG Global Wealth Report

Financial wealth and booking-center research.

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Source / Integration

Bloomberg Professional Services

Professional terminal/data/news reference model.

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Dow Jones Factiva

Professional news database option.

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FactSet

Financial data and company intelligence integration option.

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Source / Integration

AlphaSense

Market intelligence and document search integration option.

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Source / Integration

NewsAPI

Production news API option requiring key/licensing review.

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SEC EDGAR

US public-company filings and issuer disclosures.

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Federal Reserve

US monetary policy, economic data and official releases.

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FRED

Federal Reserve Bank of St. Louis economic data.

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US Bureau of Labor Statistics

Inflation, labor-market and wage data.

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US Bureau of Economic Analysis

GDP, income and national accounts.

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US Treasury

Treasury yields, debt and fiscal information.

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European Central Bank

Euro-area monetary policy and economic statistics.

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IMF

Global macroeconomic forecasts and financial-stability research.

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World Bank Data

Global development and macroeconomic datasets.

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Source / Integration

Mos Maiorum Capital Wealth Management

Official firm website supplied for this profile.

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