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ASSET MANAGERS

Seamless onboarding and coverage build out

Eliminate protracted and inefficient onboarding periods with standardized models for every issuer

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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.

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Seamless onboarding

Get immediate access to a full stack of ready-to-use financial models across your coverage.

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Ramp up faster

Immediate contribution from new hires to idea generation and portfolio risk management

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Higher conviction

Every data point presented as-reported and fully auditable for greater transparency

Smarter, faster credit views

Book a demo today

Arrange a short one-to-one demonstration tailored to your coverage requirements.