ASSET MANAGERS
Seamless onboarding and coverage build out
Eliminate protracted and inefficient onboarding periods with standardized models for every issuer
ONBOARDING
Standardized models to reduce new hire onboarding time
When new analysts join your organization, they may not be able bring long-standing work from their old organisation due to compliance reasons. Additionally, when tasked with new sectors or single-name coverage, your hires spend too much time recreating old models and building new ones - leading to protracted and less productive onboarding periods.
All financial models in our web application are standardized in an Excel-like template for every issuer and are also available directly in Excel via our add-in.
With standardized models, your new hires can pick up existing coverage and contribute immediately. What's more, our structured data is 99.99% accurate, fully auditable and integrated with all the company's financial reports, and always presented as-reported by the issuer for full transparency.
Seamless onboarding
Get immediate access to a full stack of ready-to-use financial models across your coverage.
Ramp up faster
Immediate contribution from new hires to idea generation and portfolio risk management
Higher conviction
Every data point presented as-reported and fully auditable for greater transparency