EFA for Institutional Sales

By giving them access the analyst models and coverage at their desktops, EFA helps Sales people generate ideas and notifies them when analysts change their views on a stock.

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What EFA can do for you

EFA offers numerous ways of extracting data from the system, helping the sales team deliver the timely insights clients need:

  • Build a model for review to examine an analyst's model and assumptions
  • Run a snapshot query to extract current data for a group of companies in response to a client request
  • Run a linked query or use EFA functions to produce periodic overviews, for example of current estimates, ratios and valuations
  • Filter for investment ideas

Reports published through the EFA workflow can be disseminated automatically via email, to websites or research aggregators, and to Blackberry and iPhone/iPad apps. EFA can also send out email notifications to alert clients and sales people when new data on a company is published. Additional custom applications can easily be developed against EFA's intuitive API.

         
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