Case Study: Rosenblatt Securities achieves state-of-the-art visual trading-cost analysis and reporting with Tableau Software

Rosenblatt Securities Creates State of the Art Trading Cost Analysis and Reporting for its Customers

Rosenblatt Securities is an agency-only execution boutique that helps institutional clients lower transaction costs and improve trading efficiency. Its Analytics Group needed to rapidly examine hundreds of thousands of trades, compare results to multiple client benchmarks and proprietary measures, highlight outliers, and produce downloadable graphical reports. The key challenge was finding an application that supported iterative, multidimensional visual analysis across thousands of fields while integrating with existing tools like Excel and MySQL and deploying quickly without server or IT support.

Rosenblatt selected Tableau, giving the team direct access to data, flexible multidimensional analysis, and crisp visualizations for fast, iterative exploration. Tableau integrated with their workflow and enabled rapid deployment, allowing Rosenblatt to deliver intuitive, downloadable reports that improved trading-cost analysis and, according to the firm, exceeded expectations.

Rosenblatt Securities

Scott Burrill

Partner & Managing Director