Analyst Model Toolkit

Much of the information that goes into a research document comes from a research analyst’s model. Our Analyst Model Toolkit is the most effective and reliable means of transferring information between the analyst model and the research document. When a research analyst looks to understand a company’s current value and project its future value, that analyst does the bulk of work using a financial model – usually an Excel workbook comprising numerous interdependent worksheets. The information in the model is important to the investor; the easier and less error-prone the method for getting information from the financial model to the research document, the better.

• Administrator console for adding and removing available database fields for analyst mapping
• Easy-to-use configuration wizards for linking model content to database fields and tables
• Map once, update many orientation supports the full feature set available to spreadsheet users
• Integration of analyst models with research department earnings and other departmental or corporate databases
• Assign primary data source as originating from the author model or outside data providers
• Security layers that control the extent that an analyst has right to update and access back-end databases

The Analyst Model Toolkit is an easy-to-deploy and easy-to-manage solution that connects models on the analyst desktop to the corporate database infrastructure for immediate availability of information originating from financial models. Just a few of the benefits of this sophisticated toolkit include:

• Full web-aware with seamless integration between financial models and back-end databases
• Eliminates data entry errors encountered when performing manual updates – the link is a direct one between the model and database
• Supports and maintains historical reference between pending and published datasets – fully supports repetitive data modifications for work in progress documents and models
• Provides analyst the ability to manage and move relevant data from desktop to the publishing process and on to client distribution more quickly and effectively