THE AURELQUANT PLATFORM
Analyze companies, markets and portfolio risk in one workspace. Specialist workflows turn supplied documents and financial inputs into models and review materials.
Find the analysis you need, then check its data requirements, methods and outputs.
Compare profitability, cash flow and valuation.
Review company statements, assess earnings quality and compare valuation methods with peers. Keep the reported figures and your assumptions alongside the analysis.
Financial health · Earnings quality · Valuation · Peer comparisonsCompare companies with the market around them.
Analyze market performance, sector trends and events together. Check the dates and coverage of the observations behind each comparison.
Market intelligence · Macro context · Events · Cross-asset analysisMeasure performance, exposures and downside risk.
Examine portfolio returns, correlations and exposures, then test stated stress scenarios. Review observed performance separately from forecasts and scenario estimates.
Performance · Attribution · Correlations · ScenariosTurn financial inputs into a model you can review.
Use supplied statements and documents to build financial models, assess credit and prepare transaction analysis. Follow the inputs, assumptions and calculations into an editable work product.
Financial modelling · Credit review · Transactions · ReconciliationPrepare the report your reviewers need.
Bring research, source references and open questions into a report for a committee, client or internal review. Keep earlier versions available as the analysis changes.
Research synthesis · Document research · Committee packs · Advisor preparationOUTPUTS FOR YOUR TEAM
Read research playbooks in the workspace and prepare editable documents, spreadsheets and presentations for review. Available formats depend on the workflow.
See which conclusions depend on entered assumptions or research estimates.
Keep source dates, calculation methods and coverage beside the analysis.
Compare review materials as the inputs and analysis change.
Availability depends on the configured data sources, installed models and source rights. Request a quotation focused on the analysis, documents and outputs your team needs.
View evaluation optionsSPECIALIST AGENTS / FINTECH WORKFLOWS
Prepare credit reviews, reconcile accounts and assemble compliance cases from supplied documents. Specialist agents organize the calculations, evidence and open questions for your team to review.
Organize borrower financials, coverage ratios and covenant headroom into a sourced credit review.
Review financial periods, covenant headroom and tracked exceptions as new evidence arrives.
Connect document requirements, findings, open questions and workstream owners in one review.
Match ledger records, review reconciliation breaks and track close tasks and period variances.
Build a NAV support bridge from supplied assets, cash, liabilities, fees and accruals.
Organize ownership evidence and required documents into a case for compliance review.
Choose the workflow your team needs to see.
Request a quotationSTART WITH YOUR WORK
See how AurelQuant fits the companies, markets and financial reports your team works with.
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