Case Study: Rosenblatt Securities achieves seven-figure impact and real-time trade analytics with Tableau Software

Predicting the market at Rosenblatt Securities

Rosenblatt Securities, a New York independent broker-dealer, needed a fast, flexible way to analyze large amounts of market and trade data to improve pre‑trade and post‑trade decisioning for institutional clients. With a small team and tight cost constraints, the firm needed a desktop-deployable tool that could handle time-series and mixed data sources, scale to whole data populations, and deliver real‑time entry/exit signals and execution insights.

By adopting Tableau, Rosenblatt built predictive analytics across hundreds of fields and ~800 securities, turning a five-person effort into work that previously would have required far larger teams. The firm deployed Tableau Server for internal and selective external use, achieved roughly 80–85% accuracy on signals, unlocked seven-figure financial impact, accelerated product delivery and new service offerings, and established real‑time decision support for traders and clients.

Rosenblatt Securities

Scott Burrill

Partner & Managing Director