Subscription Based Model

Hire your virtual financial analyst 

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The One-Stop-Shop for Investment Firms

Ultra-Low Cost Virtual Financial Analyst Solutions

Introduction

Technology-integrated service for fundamental and quantitative research in financial markets

Powered by Automation, IP and Multi-Platform Database, support financial research processes and generate investment ideas

Ultra-low cost virtual financial analyst solutions combining outsourced financial analyst capacity with knowledge-based automation

 
Our Professional Database
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Advantages
 

ULTRA-LOW COST

financial analyst

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

INTELLIGENT INFORMATION

financial analyst

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

KNOWLEDGE CENTRE

financial analyst

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

virtual equity analyst

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

virtual equity analyst

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

 
Key Features Overview

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
 
Contact Us

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USA: +1 860 634 5513