Dedicated Analyst Solutions Offered Solely for the Buyside


Insync exclusively offers high-caliber Analysts w/access to our database of pre-built company models + InSync Consensus® + near real-time earnings updates via ISTARI.

  • Our Dedicated Analysts Work as an Extension of Client Teams
    • Our analysts leverage InSync’s proprietary platforms and automation tools to deliver efficiencies in client workflow; improve scalability; and save costs (up to 70%) in client processes
    • Our deep domain expertise across asset classes (18+ years) helps the team extend support across the entire financial research value chain

Highly Successful Offering → 100% Sign-up After a Complimentary Trial

Customized Services for Clients

Generating Alpha

Financial modeling outsourcing helps clients optimize workflow by leveraging external expertise and technology best practices.

InSync analysts leverage experience across industries and markets to offer valuable insights and identify potential risks or limitations in financial models. We also provide independent & thorough validation and verification of models (per industry standards) to minimize incidents of errors or biases.

Why InSync is the Top Choice for Financial Firms?

Client Needs/Issues

  • Shorter HF life cycles
  • Cost and fee pressures
  • Talent shortage
  • Need for specialized knowledge and training
  • Lack of high-quality end- to-end fundamental data and modeling solutions
  • Incomplete solutions with accuracy issues and time constraints

Our Solutions

  • Outsourcing junior analyst functions for industry-specific expertise
  • Strategic financial management through outsourcing allows clients to redirect resources toward value-added tasks such as idea generation and other strategic initiatives
  • Access to a pool of expert talent without the administrative hassle of hiring and training

Impact

  • Financial flexibility to respond swiftly to market dynamics, crucial for timing-sensitive investment opportunities
  • Enhanced investment performance due to leveraging outsourced expertise
  • Reduction in variable costs; increased coverage; and enhanced portfolio profitability