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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

With the Chartrics add-in for PowerPoint, you can seamlessly convert the collected research data into PowerPoint reports, share them with customers, collaborate with colleagues, and automatically reproduce the existing reports with new data. Integrated Chart Maker lets you visualize your data and cross variables against one another in a drag-and-drop interface. It also allows you to perform standard data manipulations such as sorting and filtering variables, grouping and replacing variable categories, painting charts based upon predefined conditions, and so on. Simply apply your analysis to PowerPoint charts. Use the Chartrics Cloud for secure report sharing and team collaboration. When the new data arrives, Chartrics syncs and updates your data and PPT charts, saving you hours and days of manual work.

Description

Farsight AI is an innovative platform that leverages artificial intelligence to streamline financial workflows, specifically designed for sectors like investment banking, private equity, hedge funds, and wealth management. This technology automates the traditionally labor-intensive and repetitive tasks, enabling finance teams to focus on high-value activities. By employing sophisticated AI agents, Farsight generates comprehensive, client-ready documents such as valuation models, pitch decks, investment committee memos, research reports, and tailored strategic insights that reflect the unique style and voice of each firm, rather than delivering generic outputs. Furthermore, it seamlessly integrates into commonly used applications like Excel, PowerPoint, and Outlook, drastically reducing the time spent on manual formatting, data compilation, and drafting from hours or even days to mere minutes, while maintaining the necessary institutional standards and ensuring data security. This transformative approach not only enhances productivity but also allows teams to achieve a higher level of efficiency and precision in their financial operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Outlook No 

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Outlook Yes 

Pricing Details

$99/month/user
Start with up to a 60-day free trial on our Community plan, with the flexibility to upgrade anytime.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Margasoft Corp.

Founded

2005

Country

United States

Website

www.chartrics.com

Vendor Details

Company Name

Farsight

Founded

2022

Country

United States

Website

www.farsight-ai.com

Product Features

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation No 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Market Research

Benchmarking No 
Compensation Management No 
Data Management Yes 
Email / Online No 
Face-to-Face No 
Panel Management No 
Paper-Based No 
Phone-Based No 
Sample Management No 
Statistical Analysis Yes 
Survey Management Yes 

Product Features

Alternatives

Alternatives

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