For a tool that offers pre-built financial models and customizable dashboards for advanced comps analysis, Tegus is a top contender. The platform is geared for institutional investors and companies looking to optimize research workflows. Tegus offers a range of tools, including pre-built financial models, industry dashboards for comps analysis and AI-powered insights. It offers pricing options for seat-based and team-based access, making it a good option for those looking to save time and improve research quality.
Another top contender is FinChat, which marries institutional-grade financial data with conversational AI to transform investment research. FinChat offers a customizable terminal, advanced data visualization and AI-powered competitor comparisons. It also offers detailed financial data and analyst estimates, making it a powerful tool for financial modeling and comps analysis. The platform's tiered pricing options are designed to accommodate different customers, from individual investors to large financial services firms.
If you're looking for a tool that integrates with your existing Excel spreadsheets and financial models, Vena is a good option. Vena offers a range of features for financial planning and analysis, including budgeting, forecasting and cash flow planning. It lets you create templates and collaborate on data, which helps you track changes and improve forecasting and modeling abilities. Integration with Microsoft 365 and support for a wide variety of data sources makes it a good option for advanced financial modeling.
If you're looking for a tool that automates financial analysis workflows, Finpilot is worth a look. Finpilot uses AI to rapidly analyze data, answer specific financial questions and perform comparative analysis. It automates data collection and analysis so you can focus on higher-level financial analysis and decision-making. This can dramatically accelerate and improve the accuracy of financial analysis, which is why it's a good option for financial professionals.