Alternatives to SmartModels

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

ResolutionPro is an Excel financial analytics library that can be used for risk and MTM calculations. Free trial available. Calculate the risk characteristics and valuations for all commonly traded financial instruments, including interest rate swap pricing - Zero curve construction & swap value. Options, currency options and equity options. Bond Pricing - Government and corporate bonds, as well as FRNs. IRO Pricing, Interest rate options. Swaptions, Caps and Floors. Exotic Options, Exotic option pricing. Utilities, accrual, data calculation, Probability & Statistic, Rates & Discount factors, and Statistics & Probability. Easy and quick derivative pricing. Independent valuation of trades and risk management. Incorporate derivative models into your existing systems. Use Resolution's built in Sensitivity Tool to easily run complex scenario analysis. A wide range of instruments can be used to apply industry-standard pricing methods.

Globally, teams in risk, procurement, and compliance are under pressure to manage geopolitical risks and business risks. Third-party risks are impacted by the complexity of domestic and international businesses, as well as complex and diverse regulations. It is crucial that companies proactively manage third-party relationships. This cutting-edge platform, powered by D&B Data Cloud's 520M+ Global Business Records with 2B+ annual updates for third-party risks, is an AI-powered solution that mitigates and monitors counterparty risk on a continual basis. D&B Risk Analytics uses best-in class risk data, including alerts for high-risk purchases and match points of more than a billion. This helps to drive informed decisions. Intelligent workflows allow for quick and thorough screening. Receive alerts on key business indicators.

Improve your financial management and operational efficiency. Our users report saving up to 40 hours per month. G-Accon's cutting-edge features can save you thousands of dollars. You can easily import data from Xero and QuickBooks into Google spreadsheets. Make changes and then sync the spreadsheets back. Eliminate manual data entry and ensure your records are always current. Take advantage of the power of live data analytics for finance professionals. G-Accon’s cutting-edge analytics tools help CFOs and Accountants make better decisions faster. Let G-Accon do the heavy lifting. Our suite of automation software is designed specifically for finance professionals to reduce repetitive tasks and manual tasks. CSV files are no longer a problem. G-Accon allows users to create, edit, or delete financial records from Google Sheets.

In seconds, you can access and analyze the financials of your customers. One-click accounting integrations make it easy to accelerate reporting, decision making, and risk assessment. Strongbox is the link between all your customers' financial information and you. It allows for a single-click experience and instant data and analysis. Finagraph, a US-based company, specializes in real time financial data collection and analysis using popular accounting systems (QuickBooks Xero Sage, Sage, Microsoft Dynamics, etc.) to provide business intelligence solutions for lenders and accountants. Finagraph has been developing innovative financial tools, APIs and turnkey solutions for some of the most prominent financial service providers around the globe for over ten years. Strongbox, CashFlowTool and TaxReader are some of the commercial SaaS solutions. Instantly see your cash flow today, and tomorrow.

Juris Analyst is a financial analysis system for businesses. It simulates, evaluates and forecasts the financial health of your clients and their ability to repay. Its intelligent financial analysis system analyzes a company's financial situation over the desired time period, past, present, and future. Juris Analyst is a web-based, robust financial analysis tool. You can access a variety of financial analysis reports by entering your financial statements (balance sheet, income statement) into the system. These reports include ratios, cash flow statement and cash conversion cycle. The system was designed so that anyone can use it, regardless of their financial knowledge. It is fully web-based, which allows for easy deployment and low maintenance. The system can be accessed from anywhere in the world.

Help clients generate more money. Financial analysis reports to improve client relationships This suite of reports lets you choose the automated financial report that is most suitable for your current client or prospective client, and for your consulting engagements. Use industry data to create value for prospective clients. Identify the industries to target. Use easy-to generate reports to increase consulting revenue. Visualize the financial performance of a business over time and identify its strengths and weaknesses. Benchmark companies with the largest database for real-time financial data from private companies. ProfitCents aggregates the financial statements of accounting firms, banks and credit unions using a cooperative data-model. Advisors can use the narrative report to help clients gain a better understanding of their financial situation. The narrative report transforms financial statements into plain language narrative text, which accountants can use to help clients.

ProfitBoard by SlickAccount is a powerful, modern, and simple financial analytics, cash flow, and profitability suite for entrepreneurs. You can quickly and easily analyze everything about your business. Marketing channel performance, ads performance and project-wise profit everything. You can do everything easily, from simple income expense category-wise budgeting to more complex budgets like travel expenses for sales staff.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Uncover relevant insights, faster. Our market monitoring dashboard, data visualization tools and search capabilities will help you separate the important from the mundane. Access company data deep and receive constant updates on its quality and quantity. Our easy-to use Excel add-in and suite Office Tools make it easy to power and streamline your proprietary models. You can access a large library of ready-to use templates and models, or work with our support team to create your own. With just one click, you can seamlessly integrate Excel data into Word or PowerPoint with fewer errors. Our smart search tool allows you to instantly find information about companies, documents, news, research, transcripts, investor presentations, and other sources. Use filters and custom formulas to drill down to the data that you need. The new document viewer includes AI-based search to speed your discovery process for text-based insight.

Financial discussions don't need to be complicated. The tech solutions that power them don't have to be difficult. eMoney is committed to providing innovative, planning-led solutions that will power your business. Our comprehensive financial planning platform was built to fit your business and can scale to meet your growing needs. Our integrated solutions are designed to meet the changing needs of your clients, whether you're an independent financial advisor or a large enterprise financial manager.

Investors today expect news, financials, and general information in real time. Your IR program must keep up with the market's rapid changes. S&P Capital IQ Desktop gives IR professionals the market information they need to track shareholders, monitor analyst sentiment, and benchmark against their competition. Get the market intelligence you need to start your day. Our new investor relations dashboard offers analytics built on the IR workflow. It includes a customizable watchlist of your peers, ownership analysis for your company, market charts and top industry news. Real-time access to industry reports, models, and broker research. It is easy to understand why an analyst was excluded from a consensus estimate. Track specific analysts and trace back their estimates to the underlying research document. You can monitor revisions and trends over time using our historical data.

Delfos is a financial modelling solution for startups and medium-sized businesses. Delfos allows you to automatically forecast your company's finances and predict potential cash shortages or funding requirements months in advance. Our solution is distinguished by the following features: It is not necessary to have any accounting or finance expertise. There is not much documentation to be read. There are no complicated user interfaces to learn. Clear and precise results. Delfos is a financial modeling tool. It has the following features: Accounting on a basis Unlimited number of models 36-month detail Forecasting sales and revenue Forecasting direct costs Personnel forecasting Forecasting expenses Fixed assets Investment and financing

TagniFi Console provides a powerful and intuitive search engine that allows you to find any of our 3 billion data points in just seconds. TagniFi Excel Add in connects your Excel models with 2 billion financial datapoints on the TagniFi Platform. Automate DCFs and other financial calculations, such as public comps, transactional comps, footnote analyses, interest rates, etc. TagniFi’s advanced financial data technologies offer a cost-effective, all-in one solution that makes business valuation more profitable. TagniFi Console allows you to search for public companies. Enter your valuation date and ticker symbol in Excel to run the guideline public company method. TagniFi Console allows you to search for public and private M&A transactions. Paste the Deal ID in your Excel model to run your transaction comps in seconds. Calculate the forward multiples of your guideline public company method based on your valuation date. Estimates for revenue, EBITDA and EPS are available.

TCM offers powerful tools and a database that can be used to perform complex budgeting, forecasting, financial consolidation, and management reporting and analysis. TCM's integrated functionality gives you an easy-to use solution to get a complete picture about your organization. You can view it from many perspectives and analyze it. TCM eliminates spreadsheet limitations and offers a powerful predictive analytics function that allows you run unlimited "what if" scenarios. This will allow you to greatly improve your corporate information, decision making, and performance management. TCM enterprise performance management solutions are fully scalable and customizable to your specific needs. No programming is necessary. TCM solutions are created by financial and business experts using OLAP technology. TCM's solutions allow you to react quickly to changes and reduce dependence on IT.

Uplinq's machine-learning technology and skilled professionals keep your bookkeeping current and transform your data into actionable information - all at the push of a button. Bookkeeping, taxes, financial management solutions that don't work are a waste of time and money. Enter Uplinq. Uplinq is financial intelligence that goes beyond bookkeeping. This information is updated weekly and tailored to your needs. Our data-focused technology allows for seamless connections to the institutions and tools that you use to manage your business. It shouldn't be so easy to do everything. Our technology automatically categorizes transactions and tracks your business activity. This technology allows us to provide financial analytics on a weekly base without having to answer a constant stream of questions. Many business owners struggle with how to use their financial data. Uplinq addresses this problem head-on. Uplinq will give you a global view of all aspects of your business, updated almost in real-time.

Apliqo FPM provides enterprise-level analytics at scale. A simple piece of software which manages the complexity in your organization, and extracts the key insights to make a real difference. A web-native tool that adapts to the needs of your organization, offers best practices frameworks for accuracy and transparence and gets you the results you need. Apliqo is a dynamic and intuitive analytics platform for private investors. A dedicated reporting tool unifies all your data, provides transparent performance measurement and benchmarking, and makes powerful projections. Apliqo UX is a sophisticated front end interface that allows stakeholders to interact and visualize the information in your system. It's the premier system for turnkey financial-planning functionality.

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

Wealth advisors and investors can now create portfolios that align their personal values with their financial goals using Ethic. Ethic offers personalized investment solutions that can be customized to meet individual sustainability goals and financial priorities. We want you to be excited about the sustainability conversation, no matter if you are an investor or wealth advisor. Our solutions include everything from education and training in sustainability to financial analysis, portfolio management and creation, as well as ongoing insights into the investments of your clients. Ethic currently works with some the most prominent wealth advisors, custodians and investment banks in the United States. Our diverse team combines institutional investing, technology and data expertise with design expertise. Our mission has been ongoing for more than 5 years. We now manage over $1B in sustainable investments. To date, our clients have reduced their carbon emissions by the equivalent of driving 5,657 vehicles.

Adaptive collaboration is key to success in a world of constant change. You can mobilize complex scenario planning down to the smallest detail, forecast the largest picture intelligently, and empower teams to take faster decisions. You can access real-time information and insights from the outermost corners of your company. Use the same, up-to-date, accurate information to collaborate. Everyone follows the same playbook. Everyone is on the same page. Everyone operates from the same source of truth. To fuel your rolling forecasts, you can model broad and varied scenarios. Your plans for tomorrow will be updated automatically with current information, so that it is always up-to-date. It all happens in real-time. It takes minutes, not days, or even weeks. In minutes. You can make everything happen in minutes. Synchronize performance and planning across your enterprise, starting at the top with your C-suite and ending at your most remote hub. Reinvent workflows. Reduce latency. Rapidly transform challenges into opportunities

The Adaptive Bank in a Box, or BiaB, is a graph-based application that can be hosted on the Cloud. This allows financial services organizations to take advantage of best practices in financial industry content. This includes data and models that link industry content to the organization's data. This allows for proper assessments and processes, including data privacy and mandates for AML. Universal Banks will have an adaptive business function model (ABFM) that will detail at the right level of detail all the key front, middle, and back office activities in Retail, Commercial, and Investment Banking. Universal Banks will have an adaptive business information model (ABIM), which will provide key information and data-related concepts as well as their logical attributes across all functions. The ABIM will serve as a de facto data glossary and dictionary that banks can customize to suit their environment.

We offer comprehensive solutions that help you identify, evaluate, and manage financial risks. Our financial risk solutions give you intelligent and actionable insight, giving you a competitive edge in financial risk management. We are able to map both medium- to long-term and short-term risks, unlike other providers. You can predict financial risks accurately before they turn into financial losses. We use cutting-edge machine learning techniques on new, alternative data to deliver unprecedented accuracy to our clients. You can rely on our financial risk management solutions, now and in the future. We've written a guide to credit scoring for companies. We reveal how credit scores work and how they're used to make financial risk decisions. Each credit reference agency is different. It is therefore helpful to dig a little deeper into the way company credit scores are compiled and presented.

The latest real estate search tool that uses financial analytics to quickly pinpoint superior investment opportunities in property markets. Get the best deals on residential properties in multiple states or just one.

AlphaResearch is an AI-powered search engine that searches for all text. To find the right insights, we scan through millions upon millions of global filings, transcripts and press releases to find them. Company Fundamentals and Estimates Global institutional-grade fundamental and market data, news, and analyst estimates for financial modeling and stock research. Advanced Data Analytics Machine learning and NLP are used to extract insights from traditional fundamental data. This saves you hundreds of hours and allows you to understand the thoughts of market and executives about the future of your company.

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

Fluxo is the future in finance. Fluxo integrates automated financial planning with your business data. While spreadsheets can be a pain, other options are too slow and rigid. Fluxo offers a flexible modeling interface that integrates with your data. It also allows you to create reports quickly and easily. Fluxo allows your team to work quickly, saving time and improving collaboration. Sync your plans with operational and financial data. To build your financial plans, use our model builder. Real-time collaboration and shared reports will keep your company on the same page. You can work together as a team and not have to send files back-and-forth. Create beautiful reports that you can share with your board, investors, and team. One financial plan can include unlimited scenarios that have different future assumptions. Start with an existing scenario and only change the assumptions that you like.

Year-to-year comparisons are a great way to identify trends and highlight the need for action. VentureLine's five year accounting ratios combined with a common size analysis make trend ratio analysis more effective. Good or poor performance can be easily identified by comparing financial analysis over time. VentureLine offers cross-sectional financial analysis tools that allow you to compare financial ratios between companies within the same industry or two companies operating in similar business lines. Expert analysts recommend the most efficient form of cross-sectional analysis: comparing a company’s financial ratios and common sizes to industry ratios or percentages in which it competes. Common size financial statements can be used to visualize potential problems and missteps within a company. Common size financial statements remove the dollars and cents and reflect account balances in percentages.

Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups.

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Financial Statement Analysis is a software program that can be used by companies that adopt the IFRS or GAAP accounting standards. This software allows for a detailed performance evaluation of the company by analyzing the most recent financial reports. The system generates a financial report that includes charts, graphs, ratios, and comments about the company's performance. Complex business intelligence algorithms generate automatic comments about the company's performance. The report can be downloaded to your computer and edited as you wish. The report can be downloaded as a Word file, Excel spreadsheet, or PDF.

idaciti revolutionizes your data analysis process. Our platform allows you to quickly turn complex financial and ESG documents in seconds into actionable insights. Let idaciti revolutionize the way you extract vital insights from financial and ESG documents with speed and accuracy. Our market-tested platform converts complex documents into intuitive, clear data. This allows you to make data-driven decision in minutes. Join the future with advanced analytics and reporting, unlocking unimaginable growth potential, cost reduction and operational optimization. Idaciti provides you with the essential Financial and ESG Data sets that you need. From fundamentals and footnotes, to climate, diversity and equity data, and inclusion, idaciti has it all. Our innovative XBRL framework, enhanced by AI, allows your team to select the most valuable data for strategic decisions.

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.

Qvinci is a leader in financial reporting technology. Our patented software is compatible with Excel®, Xero®, MYOB(), Excel®, and QuickBooks®. It provides insightful reporting and game-changing analytics. It is easy to set up. The impact is immediate. Qvinci was founded with a simple idea. It provides multi-unit markets, accounting, franchising, and multi-unit markets with cost effective ERP-like solutions that provide financial data consolidation, automated reports, workflow management, advanced business intelligence, and financial data management through the cloud. Qvinci's market-leading solutions today empower users with actionable information that leads to greater operational efficiencies, deeper financial insight, and greater profits. Qvinci's capabilities integrate with QuickBooks, Xero and MYOB to provide users with the most accurate and up-to-date financial data.

Fuel is a cloud-based financial department for startups, particularly ecommerce. We offer accounting, financial reporting, analysis and projections. Market analysis is also available. We combine a proprietary technology platform with financial and accounting professionals who analyze client data and provide insights.

Most hospitals use hundreds of software products. They want simplicity and not complexity. They want a platform and not a product. Strata is not a product. We are a platform of software solutions and services for financial planning, analysis, and performance. The new Strata has a combined network that includes 400+ health systems, 2,000+ hospitals, and the highest service levels in this industry for more than a decade. This unique combination of software and services will help healthcare providers analyze, plan, and perform better to support reducing costs and caring for their communities. We are here to help.

Manage your clients' finances and impact their bottom line with a simple interface. IndustriusCFO can provide you with financial comparisons of your clients to their peers and steps to improve on weaknesses. IndustriusCFO will show you how to make more money and save money by showing you the key financial ratios in your industry. It also provides a personalized roadmap of business improvement and growth. You can get an inside look at any sector to see how well it is performing, and whether or not that industry is worth your time or money. IndustriusCFO's database includes over 2,500 industries, and more than 1 million private companies. It is easy to find the information that you need. IndustriusCFO provides a wide variety of business analytics, reports, key performance indicators and practical recommendations. It also offers industry peer benchmarking. View financials for your peers or competitors, including charts, ratios and median statistics.

A complete set of financial analysis tools and strategic planning tools that will help you chart a clear path to success. A single source of truth about your company is essential to the development of best strategies. You're not seeing the whole picture if you manually switch between platforms to obtain financial data for your strategy. Maus is a comprehensive suite of financial analysis and business planning tools that helps you see the whole picture. You can create strategies that focus on specific data and provide actionable insights by working with one source of truth in your business data. A unified vision for your company will guide future initiatives to success. You will need to create detailed plans that cover the next five years of your business, and show how you can grow. Maus allows you to create business plans, run business analysis to identify areas for growth, and connect with people that can help you go in exciting new directions.

Avanzai allows you to use natural language to produce Python code that is ready for production. This will help you speed up your financial data analysis. Avanzai makes financial data analysis easier for both beginners as well as experts. It uses plain English to provide simple English support. Natural prompts allow you to plot times series data, equity index members, or stock performance data. Use AI to generate code using the relevant Python packages. You can edit the code as needed. Once you are satisfied with the code, copy it into your local environment. Then you can get to work. Use Python packages such as Pandas, Numpy and others to perform quant analysis. You can quickly extract fundamental data and calculate the performance for nearly all US stocks. Accurate and current information will improve your investment decisions. Avanzai allows you to write the same Python code as quants to analyze complex financial data.

Predictive analytics can be used to drive business value. Improve processes and make informed decisions. Create predictive models for faster and more accurate forecasting and anomaly detection. TIM InstantML is a hyperautomated, augmented solution for machine learning for time series data to improve forecasting, anomaly detecting, and classification. TIM helps you discover the value of your data, and enables you leverage the power of prediction analytics. Automatic feature engineering of high quality while simultaneously adapting model structure and parameters. TIM offers flexible deployment options. Easy integration with your favorite platforms. TIM offers a variety of interfaces. TIM Studio offers a streamlined graphical user interface. With powerful, automated predictive analytics, you can become truly data-driven. Discover the predictive value of your data faster and more easily.

All-in-one reporting and analysis, forecasting, and forecasting. Fathom is a business management tool that combines intuitive reporting, cash flow forecasting, and financial insight into one simple solution. Get a detailed analysis of your numbers to get a better understanding of your business performance. You can create custom management reports and share your business results in a clear and compelling way. You can create management reports for print and web in minutes. In one editor, you can combine text, charts, tables, and financial statements. Automate your reporting. You can schedule the delivery of timely reports.

Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.

Kognetics is a platform powered by AI that provides real-time analytics for strategy, M&A and investment professionals. Find better deals and close deals faster. Our solution brings a disruptive change to business growth, idea generation, client pursuits, and more. Source better deals and close deals faster. Our solution brings disruptive changes to business development, ideas generation, and client pursuits. Intelligence that is proactive and operative to help you make strategic decisions. Our solution provides real-time insight and decision analytics for your strategy and execution. Create an exclusive deal-sourcing engine that is differentiated. Our solution enhances the value of your portfolio and proprietary deal sourcing. Strategic value creation levers. Benchmarking of competitors and bolt-on options.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

AGENARISK incorporates the most recent developments in Bayesian artificial Intelligence and probabilistic reasoning to model complex, potentially dangerous problems and improve decision making. AgenaRisk models can be used to make predictions, perform diagnostics, and make decisions. AgenaRisk models combine data and knowledge about complex causal or other dependencies in real life. AgenaRisk is used by our clients to model a variety problems involving risk and uncertainty, including operational risk, actuarial risk, intelligence analysis risk. Systems safety and reliability, cyber-security risk, strategic financial planning, and health risk. AgenaRisk markets and designs innovative products using Bayesian Network technology. Our technology and the accompanying methodology have been published in top academic AI and machine learning journals.

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

Our flexible, scalable and easy-to-use solutions offer a 360-degree view on employee and business activity. This allows firms to monitor and reduce risk, meet regulatory requirements, gain efficiencies, and encourage employee adoption.

Options is on a mission transform the financial sector technology. We are not market participants, but the No. We are the No. 1 provider of IT infrastructure for global Capital Markets firms, supporting them and their ecosystems. We are proud to offer high-performance managed trading infrastructures and cloud-enabled managed service to more than 550 global firms. This provides an agile, scalable platform with an Investment Bank-grade Cybersecurity wrapper. Our clients include global investment banks, hedge funds and funds of funds, as well as brokers, dealers, private equity houses, exchanges, and private equity houses. We support these clients daily in over 20 countries. We are available at all hours of the day and can help you no matter what time it is. We have offices in eight major cities: New York, Toronto and Chicago, London, Belfast and Hong Kong, Singapore, Auckland and Singapore. This allows us to provide services both onsite as well as remotely.