Stock Market Screens for Financial Planning and Advisory Offices

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A client walks in on a volatile day and the lobby TV is showing a cooking channel. The market is the thing your clients came to talk about. MarketCast Enterprise is designed to put it on every screen in your office and let you control all of them from one place.

Early access. MarketCast Enterprise is in early access and the desktop dashboard is in development. We are building it with a small group of early customers. It is not available to buy yet; requesting early access tells us what you need and puts you on the list.

What each screen could show

ScreenWhat it could show
Reception and lobbyThe major indexes and market news, so visitors see the market the moment they sit down.
Client meeting roomA model portfolio list, so you can talk through a real allocation on the wall instead of a spreadsheet.
Planning officeMovers and Treasury yields for the people who are watching rates all day.

Why a TV and not a display system

Advisory offices usually have a few TVs and nobody whose job is to keep them current. A remote on a shelf and a cable news channel is the default. The idea behind Enterprise is that a screen should show what you chose, and changing it should not mean finding the remote.

Enterprise is designed to let you control every screen from one desktop dashboard, give each TV its own portfolio and lists, choose what the stream shows on one screen or all of them, and push changes without touching a remote. It runs on Fire TV, Google TV and Apple TV, with everything in Premium on every screen.

Before you put anything on a screen

  • Anything that faces clients is subject to your firm's compliance rules. Treat the screens like any other lobby content and show them to your compliance team first.
  • MarketCast displays market data. It is not a trading platform, a research database, or investment advice, and it does not know your clients.
  • If you want your own model portfolios on a screen, tell us. Showing a list is the point; showing client holdings is a different conversation we would want to have first.

Common questions

Can I run MarketCast Enterprise in my advisory office today?

Not yet. Enterprise is in early access and the desktop dashboard is still in development. We are building it with a small group of early customers, so the useful thing to do now is tell us what your office needs and we will reach out.

Is this a replacement for a Bloomberg terminal?

No. A terminal is a research and trading tool for one person at a desk. MarketCast puts markets, your lists and news on TVs for everyone in the room to see.

Which TVs does it work with?

MarketCast runs on Fire TV, Google TV and Android TV, and Apple TV, so most offices can use the TVs they already own.

Other use cases

Tell us what your screens need

MarketCast, the stock market app for TV, is what Enterprise is built on. We are working with early customers to shape it, and we would like to hear from financial planners and advisors.