EFA for Sell-side Investment Analysts

EFA takes an analyst-centric approach to financial data management. By putting research in control of its own data, EFA unleashes your analysts' intelligence enriching the research service provided to fund managers.

"From an administration point of view EFA is awesome" Analyst with HK research house

"Analyst friendly" Analyst with HK subsidiary of a Japanese Bank

This content is restricted.

In order to view this, we request that

you provide some personal information by clicking Here
Name
Email
  I hereby acknowledge that I do not represent in any way, shape or form a company that competes with EFA Software, and that I will not divulge any information learned from this site to any such competitor.


What EFA can do for you

EFA automates the tasks comprising the research production process:

  • Build a model in 3 clicks / 33 seconds
  • Change drivers, sync, validate and upload the model
  • Generate a report in 3 clicks  / 33 seconds
  • Add tables and insert charts based on analyst models and 3rd party data
  • Submit a report for approval in 3 clicks / 33 seconds
  • Retrieve model data in response to client request (or go and show the sales guy how to do it himself)

EFA models are more than mere data capture sheets. They encompass the logic behind analyst forecasts and investment valuations. This means coverage on a company can be initiated quickly: Simply build a model with historical data from a third party provider and adjust the model drivers to generate forecasts and valuations.

EFA models easily adapt for individual modeling needs, for example to include industry specific drivers. However, since core model items are retained across model variants, consistency is not sacrificed to achieve specificity. For more information on EFA models, see EFA modeling.

         
    Disclaimer    Contact    		Copyright © 2012 - Enhanced Datasystems Ltd. All rights reserved