Leverage on knowledge-based automation, IP and multi-platform database, in order to deliver financial research output at ultra-low cost
Provide customised financial research support that is tailored to clients’ needs, thanks to personalised and multi-platform approach
Serve as knowledge-centre to organizations looking to outsource investment research activities and data – Leverage on knowledge processes, pre-built templates, to provide clients with state-of-the-art solutions
Integrated with the latest team-collaboration technology platforms, such as DropBox©, GDrive©, Skype©, Telegram©, Zoom©, to deliver maximum engagement, excellent team collaboration and instant supervision and communication
SECURE AND RELIABLE
Managing clients’ data on cloud-based platforms, with multi-level security protection and disaster recovery
Saving money on financial research activities has never been so easy!
Intelligent Financial Models
Offering customized and granular projections, saving you the cumbersome data entries and calculations
Filter the duplicated and irrelevant information to exponentially enhance productivity and save your time
Data Tracking & Indexing
Fast and premium data tracking and email reports for swift research updates delivered to your email or cloud storage
Enjoy your virtual financial analyst on your PC and mobile devices - your investment research wherever you are!
Comprehensive workflow support to money managers (managing memos, calendars, contacts, Q&A and calls)
Money Managers Workflow Support
Experience in serving clients all over the world!