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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
API Access
Has API
Pricing Details
$99/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Market Research
Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management