Unlock more capacity with templates that populate themselves
Monthly or quarterly portfolio reviews, credit committee one pagers and central research system inputs for PM access / review – all of these have associated time redundancies. As a result, analysts have less time to stay on top of market movements and evaluate new opportunities.
Access several pre-designed and editable templates available with our Excel Add-In that allow your teams to instantly spread headline numbers across all holdings. Conduct risk reviews and create one-pagers that can be auto-populated simply by changing the ticker.
Additionally, our API can stream our data directly into your central research system, eliminating the need for analysts to do this work manually.
Outcomes
Streamline your portfolio management
Transform your credit strategy with the market’s leading data and analytics application.