The EFA Platform
The EFA Platform provides users with a market leading research database, workflow and publication solution, whose tools enable easy and rapid downstream consumption of underlying data and its potential monetisation.
Our database, analytics tools and API are the key unique ingredients that facilitate this. In addition, the EFA Administration suite includes self-configuration tools, that help user’s lower overall comparative ownership costs.
The EFA Platform operates in MS office with a simple to use tool bar providing access to all functionality. Users can log on from anywhere and analysts continue to model in MS excel and author in MS word.
The Power of the EFA Database
The power of the EFA Database, lies in its maths engine and the fact that all analyst model data items are fully computable as they have been properly defined. As a result, with our analytics tools users can easily define queries and create proprietary research content to place directly into report templates and make available for downstream consumption via API. You can also create extensive live valuation screens and interactive dashboards that update as new model data sets are published with new research reports. These can be used both internally by your own teams and externally by clients. The EFA Database and its analytics tools gives users the maximum opportunity to create, re-purpose and monetise research content and data.
Leverage your research data and its downstream consumption
A quick and effective way to access your research data and deliver downstream for client consumption via websites, portals and mobile devices.
Commercially leverage and reuse research data and product.
Extensive & Easy-to-use
Over 25 different call options available with access to all the platform’s analytics
Smart Model Data Capture
Ensure the highest quality financial data
Ensure your financial data is of the highest quality by prescribing and setting your own validation rules.
Smart & flexible templates
Our data capture templates are configured to your needs, comparable across models and easily evolved to meet your future changes.
Unique migration tools
If moving off legacy systems and data capture sheets, we have tools to automate the existing underlying model linkages, so analysts do not have to repeat the process.
Benefit from the industry leading server side analytics
Analyse data for trends and ideas on an individual or aggregated basis. Use filters to screen for stocks based on valuation and other metrics.
Use our API for easy downstream client consumption of all exhibits and analysis via websites, research portals and mobile devices.
Create interactive valuation dashboards for your research portal or website
Create and save exhibits in seconds for later re-use and auto-populate into reports.
Fast and flexible
Rapid, flexible corporate and sector report generation and market leading mobile authoring
When inputting exhibits into your document not automatically generated by the database, remove formatting errors using our tools pre-configured for your house colours and styles.
If you need to change any of your numbers, use the refresh option to instantly update your document.
Work with either unpublished or published data
Workflow & Publication
Reduce your time to market
Benefit from a fully configurable workflow for analysts, editors and production with full compliance integration and disclosure generation.
Use compendium unctionality to streamline the creation of sector notes. Automate your dailies.
Publish and distribute into your CRM, to third party distributors and via our server API. PDF and RIMXL.
Full step by step audit trial is generated and stored for all published reports
Be in control and lower your ownership costs
Conveniently store all metadata, model, report design and exhibit definitions, validation rules, user and rights management
Scalability with flexibility
Quickly scale your coverage and research product output
Create watch lists and “relationships” for workflow integration and automatic generation of disclaimers and disclosures.
Easily amend or create new word report templates and excel model data capture sheets.
Mobile Enabled Authoring
Be first to market
Be first to market
No need to leave the company meeting or results briefing to be first to clients with your view.
Draft narrative through a simple mobile interface and submit into workflow for immediate approval and publication.
Server-side content generation
Full note generated in seconds, containing your new narrative, last published data and all other normal front page content, subsequent pages, charts and exhibits.
Straight forward configuration
Consisting primarily of your prescribed metadata, industry model sheets and document report designs, configuration and implementation is straight forward and facilitated using our administrative suite and tool set
To ensure our customers enjoy the full benefit of our software we provide one-on-one and team training during implementation and on-going support.
We can host both in the cloud and on premise.