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Analyst Model Toolkit Module

Much of the information that goes into a research document comes from a research analyst’s model. InfoTech’s 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 researches a company’s current value and projects its future value, that analyst does the bulk of work using a financial model – usually an Excel workbook comprised of 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.

Analyst Toolkit Module

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Features

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

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Benefits

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:

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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
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Eliminates data entry errors encountered when performing manual updates – the link is a direct one between the model and database
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Supports and maintains historical reference between pending and published datasets – fully supports repetitive data modifications for work in progress documents and models
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Fully web-aware with seamless integration between financial models and back-end databases

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