Solutions

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Flexibility to Customize and Evolve

Human-centered Financial Modeling x Process Excellence x Data-driven Analytics x Automation Technology        = InSync Solutions

Flexible Engagement

  • Dedicated Analyst Services: High caliber, trained junior analyst(s) available on a monthly, quarterly or annual basis
  • Flat-rate: Monthly or annual subscription
  • Usage-based: Payable on a per model or project basis

Powerful Real-Time Data Access

  • API / Data Feed: Automatic data refresh via our excel API plug-in / system data feed to our mapped standardized historicals, near real-time street estimates and earnings as soon as a company reports
  • InSyncRMS: Proprietary research management system (RMS), with a database to store/categorize/ access all your research, models, company financials, earnings calendar on InSync’s secured server
  • ISTARI: InSync Street Alpha & Research Intelligence (ISTARI), our interactive visual web-based platform with User Interface flexibility in choosing data/metrics to customize consensus for your fundamental analysis, build game changing dashboards

Intuitive Web-based Platform

  • Customized dashboard
  • Interface flexibility in choosing data/metrics to customize consensus
  • Drag and drop feature for viewing data via charts
  • Intuitive recommendations for dashboard
  • Based on Tableau, an industry standard
  • Upgraded features
  • Available via desktop, web and cellphone UI
  • Data download option in several formats
Data
Visualization
Automated
Computation
High-Quality
User Interface
InSync
Support
  • Handles large amount of data
  • Allows easy computation of comp sheets
  • Ability to track trends
  • Data filtering for specific broker comparison/details
  • Compliance/Entitlement based near real-time research access
  • Dedicated InSync resources
  • View modifications handled by InSync team

Experience the InSync Multiplier Effect Today

Human-centered Financial Modeling x Process Excellence x Data-driven Analytics x Automation Technology = InSync Solutions

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