Transcription
QuoteMediaCorporate Profile1
Corporate ProfileQuoteMedia, Inc. is a leading data provider, websoftware developer, data aggregator, and syndicatorof unique, private labeled financial content andstreaming financial data solutions. QuoteMediaprovides to online brokerages, clearing firms, banks,financial service companies, media companies,Internet portals, and public corporations.QuoteMedia is a publicly traded corporationlisted on the OTCQB tier of the OTC Markets withticker symbol: QMCI. QuoteMedia was foundedin July 1999. QuoteMedia’s head office is locatedin Fountain Hills, Arizona. QuoteMedia currentlyemploys 65 full-time people with offices in theUnited States and Canada.QuoteMedia provides products to such clients asthe NASDAQ Stock Exchange, TMX Group (TSXStock Exchange), Dow Jones & Company, FIS,U.S. Bank, Broadridge Financial Systems, RidgeClearing, JP Morgan, JitneyTrade, Hilltop Securities,HD Vest, Intrinsic Research Systems, Stockhouse,Zacks Investment Research, General Electric,Boeing, Bombardier, Business Wire, PR Newswire,Marketwired, FolioFN, Regal Securities, ChoiceTrade,Cetera Financial Group, Dynamic Trend, Inc., QtradeFinancial, CNW/Cision, Industrial Alliance, Ally,Virtual Brokers, Equities.com, Leede Jones Gable,Motif Investing, First Financial, Cirano, Stock-Trak,Mergent and many others.2
02 Corporate Profile04 Products & Services05 Streaming Market Data & Research Applications06 - 9 QuoteMedia Client Deployment Examples10 - 14 QuoteMedia Client Testimonials15 Officers & Directors16 Contact Information3
Products& ServicesQuoteMedia offers clients the advantages of a singlesource for a wide array of services, including: Direct Market Data Delivery Streaming Content (HTML5) Custom Financial Solutions White-labeled Software and Apps Data & Research Professional Terminals Custom Financial Services Comprehensive News Delivery Corporate Investor Relations. Internet and Dedicated Line Provisioning Mobile/Wireless Solutions Extensive Market Research Information Web Development and Full HostingQuoteMedia product offerings can be categorized inthe following main capacities:Data Feeds and Data DeliveryWeb Content SolutionsQuoteMedia provides fully normalized low latencyQuoteMedia provides a wide array of market datastreaming data delivery via dedicated line or over thesolutions for web display. Pre-designed plug andInternet. QuoteMedia also provides XML and JSONplay solutions are available as well as completelydata services as well as proprietary web deliverycustomized solutions for clients. QuoteMedia’ssystems for web content and 3rd party applications.proprietary web delivery system, called QMod, wasQuoteMedia provides comprehensive market data,created with custom libraries for secure marketresearch information, corporate actions, analysis,data provisioning as well as ease of integration andnews, filings, ratings and more. QuoteMedia alsounlimited customization. Full portfolio management,aggregates news from hundreds of publishers andalerts and user administrative client managementprovides comprehensive news feeds to clients.are all available in our Web Content Solution products.4
Streaming Market Data& Research ApplicationsQuoteMedia provides professional terminals to investmentprofessionals (Quotestream Professional) as well as companionmobile applications (Quotestream Mobile). QuoteMedia alsoprovides white-labeled nonpro trading terminals and real-timeportfolio management applications to individuals as well as tobrokerage client end users.Competitive AdvantageQuoteMedia’s industry advantage results fromadditional data directly from clients, or frominnovative, unique and proprietary technologies.third party providers, aggregating information toThese technologies are incorporated in our lowprovide the best solution to our clients’ customers.latency streaming data feeds, XML and JSON dataQuoteMedia is Vendor of Record for all trade dataservices, proprietary QMod web delivery systemsfrom the exchanges. In addition, QuoteMedia hasand script libraries, as well as our Quotestreamrelationships with not only the exchanges, butsuite of desktop and mobile applications. All ofalso data and research providers such as Zacksthe above, combined with acute responsiveness toInvestment Research, Morningstar, Fundata, Lipper,the needs of the financial marketplace, are factorsExchange Data International, Dow Jones, Mergent,that set us apart from other data providers andEconoday, SEDI, Standard & Poors, Wall Streetestablish QuoteMedia as the data provider of choice.Horizon, Baystreet.ca, all the newswire, and others.QuoteMedia is established as a leading aggregatorand provider of comprehensive market data andQuoteMedia has extensive experience in data andresearch information, fundamentals, analysis,content provisioning, and has developed a strongcharting, alerts, news, filings, ratings, ownership,reputation for professionalism and customerinstitutional holdings, financials, earnings, historicalsatisfaction among its customers, and across thedata, tick data and much more. QuoteMedia alsofinancial industry.possesses the capabilities to load and integrate5
QuoteMedia ClientDeployment ExamplesA Solution Fully Hosted by QuoteMediaQuoteMedia collaborated with TSX in the designand development of a custom, fully hosted marketdata and shareholder solution introduced by TSX toenhance the suite of services for listed companies.QuoteMedia provided the comprehensive productand data services for this solution, offering awealth of tools and data analytics for Toronto StockExchange and TSX Venture Exchange Issuers.The project back end consists of a securely hosteddatabase-driven user management and authenticationsystem. This includes an administration login forreviewing, adding, modifying, entitling and deletingusers, and a reporting area where user-accessreports can be downloaded for auditing purposesand for real-time exchange reporting.The project front end consists of a securely hostedresearch portal containing a user-customizableand additional tools and resources. In addition,daily dashboard, comprehensive market data andQuoteMedia provides real-time streaming marketresearch information, analytical and comparativedata via desktop and wireless through thedata targeted for Issuers, sectors and peers,Quotestream Professional & Mobile applications.“Toronto Stock Exchange is excited to have QuoteMedia open themarket today to celebrate the recent launch of TSX InfoSuite. We valueQuoteMedia’s expertise as a Canadian data aggregator and their robustand dynamic financial solutions, which is why TSX decided to partnerwith them on this value added initiative for our issuers.”- Ungad Chadda, Senior Vice President, Toronto Stock Exchange6
A Solution Completely Hosted by the ClientStockhouse.ca PortalQuoteMedia was contracted to completely transitionStockhouse.ca, a leading Canadian financial portal,from their previous data provider to QuoteMediaproducts, including detailed quote data, interactiveand comparative charting, news and historicalmarket data. As Stockhouse’s previous providerwas ceasing operations on short notice, the projectinvolved extremely short deadlines.QuoteMedia replaced all existing market datacontent with customized javascript data tools andXML data feeds, while Stockhouse continued to hostall of its pages.Additionally, QuoteMedia took over provisionof streaming portfolio management services toStockhouse members, replacing Stockhouse’sexisting platform with Quotestream, QuoteMedia’sleading edge companion desktop and mobileportfolio management software.QuoteMedia is now powering all of the marketdata content for the Stockhouse.ca website andcommunity. The entire process, from signing thecontract to successful deployment, was completedwithin a very short 60 days.“We wanted to find a replacement service for our clients that couldmeet or exceed the functionality they currently enjoy, and we wantedto ensure that the transition would be as seamless as possible. It wasclear to us that QuoteMedia is best able to serve our customers wellinto the future.“- President/CEO of Stockgroup Media Inc, Elliott Lipsey7
Client and QuoteMedia Each HostDifferent ComponentsTMXmoney.com (TMX Datalinx)QuoteMedia was contracted by TMX Datalinx toprovide fully customized financial data applicationsto better meet the needs of TMX and to furtherenhance the experience of TMXmoney.com’s clientsand site visitors. Additionally, QuoteMedia was askedto provide input to TMX regarding potential newbusiness models to maximize revenuegenerating opportunities.TMXmoney.com is a major online financialdestination for those looking for quotes, companyinformation and other market data concerning theCanadian capital markets.It was a requirement that all applications andproducts be available in both English and French.Additionally, QuoteMedia was required to integrateseveral proprietary data elements and feeds intoexisting content applications. It was decided that thebest implementation strategy was for QuoteMediato completely host some of the TMXmoney.com webpages, as well as for TMX to use a combination ofQuoteMedia web tools and XML data calls for pagesthat TMX would continue to host.The project required the construction of a demo siteto allow TSX to test and review all developmentson an ongoing basis throughout the construction.Substantial QA took place in a staging environmentprior to launching the new site to aproduction environment.“Our decision to select QuoteMedia was based on their ability to provide a broad rangeand depth of information in a fully hosted managed solution. QuoteMedia worked hardalongside our web and data quality experts to meet our objectives and the exchangelevel standards we set for this project, which involved a high degree of customdevelopment work.”- Eric Sinclair, President, TMX Datalinx and Group Head of Data Services8
Desktop and MobileStreaming ApplicationsBrean Capital and First Financial (for Professionals)Ally Online Brokerage(Quotestream for Non-Professionals)“We switched to Quotestream Professional, and thetransition has been a great success. QuotestreamTradeKing (purchased by Ally Financial Inc.) wasprovides the speed, reliability, depth of marketin need of a streaming quote and portfoliocoverage, price and service that we were lookingmanagement application for its non-professionalfor. The solution, along with the customer service,traders. They selected and integrated QuoteMedia’shas been excellent and very well received by ourQuotestream desktop and mobile applicationsinstitutional sales, advisory and retail professionalswithin their brokerage platform. In additionand the cost savings have been significant.”QuoteMedia integrated the TradeKing trading APIs– Brean Capitalinto the application providing in-app trading forTradeKing customers.“QuoteMedia has been an excellent provider for ourcompany, supplying our brokers with reliable andextensive stock quotes and research platforms.QuoteMedia has done all this while saving ourcompany a very significant amount of money overour prior vendor. Thank you, QuoteMedia!“– First Financial Equity CorporationBrean Capital and First Financial were bothlooking for an innovative professional quoteterminal to replace their expensive legacyterminals. Quotestream Professional combinedwith Quotestream Mobile proved to be the perfectsolution for their brokers and financial advisors.9
QuoteMediaClient Testimonials“We are extremely excited to be adding QuoteMedia“As a leading provider of investment analysissolutions to our growing array of value addedand research, we need the most reliableservices for listed companies. We designed TSXand comprehensive realtime market data toInfoSuite in response to customer feedback abouthelp our clients successfully manage theirtheir unique information needs and requirements. Weportfolios. We conducted an extensive survey ofvalue QuoteMedia’s expertise as a Canadian dataavailable solutions, and were most impressedaggregator and their robust and dynamic financialby QuoteMedia’s advanced technology andsolutions, which is why TSX decided to partner withresponsiveness to our goals.”them on this value-added initiative for our issuers.“- Zacks Director of Product Development, Jason- Toronto Stock Exchange VP, Ungad ChaddaKissinger“We were looking for the best possible integrated“As an advanced-technology securities brokeragefinancial data solutions to meet the needs of ourfirm, we are committed to giving our customersbrokers and correspondent firms, and we chosethe best possible tools to assist them in achievingQuoteMedia. The range of high quality but cost-success in their trading strategies. We conductedeffective content, its ease of integration andextensive research, and QuoteMedia’s solutionsaccessibility, and the responsiveness of the peoplehave proven to be ideally suited to the needs of ourat QuoteMedia have impressed us. QuoteMedia’sclients, and to our focus on low cost, cutting-edgesolutions certainly helped us achieve our goal totechnology and best possible executions.”provide the best possible service for our brokers andfinancial advisors, as well as their clients.”- ChoiceTrade Founder & CEO, Neville Golvala- Hilltop Executive VP and CIO, Norman Thompson10
QuoteMediaClient Testimonials“Working with QuoteMedia has been a dream come“With thousands of member companies andtrue. In choosing a provider of data for our index, weorganizations depending on Business Wire to transmitneeded a firm that had the ability to deliver from atheir full-text news releases and multimedia contentwide range of sources. QuoteMedia checked all theto journalists, financial professionals, in or services,boxes and our experience to date has been excellent.and the general public worldwide, it is vital that weTheir new QMod platform looks great straight out ofprovide the best possible analytical market datathe box and where we have needed customization, theconte
This includes an administration login for reviewing, adding, modifying, entitling and deleting users, and a reporting area where user-access reports can be downloaded for auditing purposes and for real-time exchange reporting. The project front end consists of a securely hosted research portal containing a user-customizable daily dashboard, comprehensive market data and research information .
