Advantages

ULTRA-LOW COST

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Leverage on knowledge-based automation, IP and multi-platform database, in order to deliver financial research output at ultra-low cost

INTELLIGENT INFORMATION

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Provide customised financial research support that is tailored to clients’ needs, thanks to personalised and multi-platform approach

KNOWLEDGE CENTRE

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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

TEAM COLLABORATION

AND SHARING

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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

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Managing clients’ data on cloud-based platforms, with multi-level security protection and disaster recovery

Ultra-low Cost

Saving money on financial research activities has never been so easy!

Subscription based model
Cancel anytime
virtual financial analyst

Intelligent Financial Models

Offering customized and granular projections, saving you the cumbersome data entries and calculations

financial models

Information Filtering

Filter the duplicated and irrelevant information to exponentially enhance productivity and save your time

virtual financial analyst
virtual financial analyst

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!

Cross-Platform Collaboration

virtual financial analyst

Comprehensive workflow support to money managers (managing memos, calendars, contacts, Q&A and calls)

Money Managers Workflow Support

Global Reach

Experience in serving clients all over the world!

outsource financial analyst