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The One-Stop-Shop for Investment Firms

Ultra-Low Cost Virtual Financial Analyst Solutions


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


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


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!

Intelligent Financial Models

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

Information Filtering

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!

Cross-Platform Collaboration

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!

Contact Us

USA: +1 860 634 5513

We have experience in serving clients in major financial hubs, such as

Los Angeles, New York, London, Dubai and Singapore.
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