The EFA Platform

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The EFA Platform simplifies the entire research process.

The platform captures, validates and uploads analyst models to a database, making them consumable throughout your organization and beyond. 

The EFA Platform generates research reports at the touch of a button and encompasses a configurable workflow engine, which ensures reports receive appropriate sign-offs before EFA disseminates them to clients, CRM solutions, websites and research aggregators. EFA’s intuitive Server API makes developing custom applications, e.g. for the web, tablet or mobile quick and easy.

With EFA as your platform you will produce more and higher quality research, reduce costs and extend your client reach.

Key Features

-   Financial Modeling

Capture your analysts' work within a fully flexible and configurable spreadsheet, validate it and save it to the EFA database to make this high value content available to your entire organisation.

-   Validation

We consider analytical integrity to be paramount, and work to create as clean a dataset as possible at the time of data capture, while ensuring consistent definitions for your important numbers.

-   Analysis

Our analytics add value to your data, with full normalisation, annualisation and aggregation capabilities. Perform complex analyses in seconds that would take hour in a spreadsheet. All analytical output can also be used in your research report.

-   Reporting

Fully automated, pre-populated , with all your value-added analytic content save analysts' time, reduce errors and improve the time to market for your ideas.

-   Workflow

Our configurable workflow moves your documents from the analyst desktop through to your distribution systems and website.

-   Compliance

Manage your black lists and grey lists, with integrated compliance checks in the workflow, and automate your research disclaimers and disclosures.

-   Server API

Extend and improve your internal systems by accessing all the important information held in EFA to build your website or mobile application. Access your report archive, even drill down into selected elements of research notes to repurpose your story in new and different ways.

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Middle East, North America, South America