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Description
Meetings that center on your organization's performance often lack sufficient preparation time. With FIN Reporter, users gain comprehensive control over reports, metrics, peer comparisons, time periods, and visuals, allowing for tailored content suitable for any meeting context. To ensure your meeting content aligns perfectly with its focus and goals, leverage unique data to craft presentations that foster agreement and adapt to any time constraints. You can analyze your institution's performance against both peer benchmarks and independent trends, honing in on the specific metrics that are most relevant for the discussion at hand. By creating compelling meeting materials that inspire action, you can make a significant impact. The platform offers UBPR or FPR report formats, more than 50 pre-configured FIN reports, and user-friendly features for metric exploration. Additionally, the ability to toggle peer groups and adjust time spans, coupled with options for profit, growth, risk, and offering reports, enhances the capacity to view both multi-metric and single-metric reports. This versatility ensures that every meeting is not only informative but also strategically valuable.
Description
GeminIQ operates as a primary research tool that extracts financial information straight from unprocessed SEC EDGAR filings, eliminating the need for any intermediary aggregators. This ensures that each figure can be traced back to its original XBRL tag, providing users with the exact data as reported by the company instead of a simplified summary.
Key functionalities include access to Financial Statements with a history of over 17 years of quarterly and annual filings; more than 50 Calculated Metrics such as ROIC, Free Cash Flow Per Share, and Altman Z-Score derived from the tagged filing data; the ability to create Custom Tables for developing reusable templates using specific line items; Interactive Visualizations for tracking any metric over time; an Advanced Screener featuring over 100 filterable metrics along with built-in presets like Buffett-Style and Magic Formula; Custom Watchlists; tracking of Insider Transactions via Form 4; data on Institutional Ownership from 13F filings; and Price Variance/Earnings Reaction Heatmaps that illustrate historical stock performance following filings. Furthermore, new filings are analyzed and made available within one business day after they are submitted to EDGAR, ensuring users have access to the most current information.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29/month billed annually
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
FI Navigator
Founded
2011
Country
United States
Website
fi-navigator.com/performance-reporting
Vendor Details
Company Name
GeminIQ
Founded
2025
Country
United States
Website
www.geminiq.com
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Alternatives
Alternatives
No Alternatives