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Average Ratings 0 Ratings

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook

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

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