Financial Data Provider Quickly Strengthens Its Platform with Advanced Visualization Capabilities

CUSTOMER TYPE:
Premier global provider of credit ratings, benchmarks, and financial analytics

USER BASE:
Mobile and web application development team

Increasingly, institutions face the challenge of managing vast amounts of data and synthesizing insights to make informed decisions. To solve this, they seek interactive platforms with visualization tools to better understand their data and identify investment opportunities. S&P Global Market Intelligence aimed to enhance the S&P Capital IQ Pro platform with a new charting solution that would deliver advanced analytics and stronger visualization to support complex workflows.

Previously, Market Intelligence used a generalized third-party graphics library that met basic needs but had limitations. Users wanted more interactivity, personalization, and a smarter interface tailored to financial analysts’ advanced workflows.

Beyond a charting provider, Market Intelligence sought a partner who could grow with them and adapt to client needs, delivering advanced visualization, seamless integration, scalability, and continuous improvements. The goal was a collaborator committed to innovation, ensuring the platform advanced alongside its users.

In January 2023, Market Intelligence acquired ChartIQ and immediately began integrating its advanced charting into Capital IQ Pro. Within three months, they released the upgraded tool, replacing the Dashboard chart and enhancing the Chart Builder page with stronger presentation features. Since then, efforts have expanded to visualize S&P Global’s full breadth of data, including financials, economic indicators, and proprietary datasets such as Visible Alpha.

Pain Points

Before integrating ChartIQ, Market Intelligence’s existing charting solution faced limitations in meeting the needs of modern financial workflows, leaving customers with gaps in interactivity, flexibility, and analytical capabilities. Key challenges included:

• Limited interactivity and technical analysis capabilities: Static charts, minimal drawing tools, inflexible studies and indicators, and a narrow range of chart types hindered users from exploring data deeply and conducting advanced analyses.
•  Data integration limitations: Combining proprietary, alternative, or external datasets with market data was complex and lacked seamless support.
• Workflow automation and personalization gaps: Templates, repeatable setups, and chart customization options were limited, slowing recurring analyses and reducing alignment with user workflows or branding.
• Fragmented platform support and performance under load: Most organizations have at least one financial charting library for each platform or application they target—web, C#, Java, Android, iOS, etc. which means developers must maintain multiple code bases, creating inconsistencies and maintenance overhead.
• Accessibility and compliance challenges: WCAG-compliant features and inclusive experiences were not fully supported.

Overall, Market Intelligence customers required a more advanced and sophisticated charting solution that would allow them to interact with data in dynamic ways and customize their charts to their specific requirements. They needed a platform that could evolve alongside their changing workflows, deliver regular enhancements and updates, integrate seamlessly with diverse datasets, and provide the flexibility to support increasingly complex analyses.

The Solution

ChartIQ is a professional-grade charting solution that lets customers visualize complex financial data through an interactive library working seamlessly across web, mobile, and desktop. Its sleek interface is built for finance-specific workflows—trade visualization, options analytics, and technical analysis—while supporting overlays of proprietary, alternative, and vendor-supplied data.

After ChartIQ joined Market Intelligence, both development teams integrated it into S&P Capital IQ Pro in just three months, enabled by close coordination and agile responsiveness. From the start, they committed to continuous evolution, releasing frequent enhancements to meet user needs, expand functionality, and improve the experience.

The integration posed challenges: S&P Capital IQ Pro’s complex architecture required rapid adaptation and on-the-fly updates. ChartIQ delivered flexibility and scalability, adding features like axis titles, pinnable tooltips, screen reader support, marker consolidation, and multi-periodicity to combine financial and daily price data.

Today, ChartIQ makes Capital IQ Pro’s data more accessible, actionable, and meaningful—supporting advanced workflows, uncovering trends, and helping users drive better business outcomes.