EFA for Heads of Production, Editorial & Research Operations

"With the EFA service, because I don't have to educate my vendor, I can focus on value added activities. EFA's support team is manned by CFA-qualified analysts, which means me and my team can depend on them to solve our research authoring & production issues. I appreciate the flexibility of the EFA Admin tools that enable us to take control and make quick changes, without disrupting our workflow."

Head of Research Operations, Asian Regional Investment Bank

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What EFA can do for you

EFA streamlines the research production process:

  • Generate a report in 3 clicks and less than a minute - see video >>>
  • Add an analyst to the team in seconds
  • Add a company to coverage in seconds
  • Custom format tables and charts at the click of a button
  • Assign roles and track approvals in the EFA workflow

EFA administrators control every aspect of EFA, including user rights, company coverage, items contained in models, report templates, etc. Administrators also control a number of important safe guards built into EFA including:

  • Validation rules, which help ensure data integrity and avoid human error resulting in implausible figures being published.
  • Compliance tools, which ensure reports contain correct disclaimers and disclosures, and that publication is blocked for companies on the watch list.
  • Workflow approvals, which ensure reports are only published with the requisite sign-offs. Reports and data are published simultaneously, so equal access is guaranteed irrespective of access channel.
         
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