Case Study: Rosenblatt Securities Inc compresses analyses from weeks to minutes and delivers deeper client insights with Alteryx

Rosenblatt Securities Uses Alteryx and Tableau to Solidify Its Position as the Buy-Side Firm of Choice

Rosenblatt Securities, a boutique independent institutional brokerage and investment banking firm, needed to cut the time and cost of complex analyses across millions of execution records and market ticks. Existing Tableau workflows required extensive preprocessing, custom scripts and manual checks that were slow, expensive and didn’t scale.

By adopting Alteryx alongside Tableau, Rosenblatt replaced one-off code with drag-and-drop visual workflows that connect directly to its real‑time and historical data infrastructure. The combined solution compressed processes from weeks to hours or minutes, delivered ad‑hoc client requests in under a minute, and produced deeper, lower‑cost insights—freeing analysts to focus on higher‑value work and improving client service.

Rosenblatt Securities Inc

Scott Burrill

Managing Director