# A connected financial research platform

Canonical page: https://aurelquant.com/platform/

Explore company intelligence, market research, portfolio risk, financial modelling and evidence review in AurelQuant.

THE AURELQUANT PLATFORM

# Financial analysis. Research you can review.

Analyze companies, markets and portfolio risk in one workspace. Specialist workflows turn supplied documents and financial inputs into models and review materials.

31 research engine areas 25 specialist workflow areas Find the analysis you need, then check its data requirements, methods and outputs.

01 

## Company intelligence

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 comparisons 

02 

## Market research

Compare 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 analysis 

03 

## Portfolio & risk

Measure 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 · Scenarios 

04 

## Financial models & credit

Turn 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 · Reconciliation 

05 

## Evidence & review

Prepare 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 preparation 

OUTPUTS FOR YOUR TEAM

## Research reports. Financial models. Review packs.

Read research playbooks in the workspace and prepare editable documents, spreadsheets and presentations for review. Available formats depend on the workflow.

Research playbooks XLSX DOCX PPTX 

### Stated assumptions

See which conclusions depend on entered assumptions or research estimates.

### References with the results

Keep source dates, calculation methods and coverage beside the analysis.

### Earlier versions

Compare review materials as the inputs and analysis change.

### Check the requirements for your workflow.

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 options](https://aurelquant.com/access-and-adoption/)

SPECIALIST AGENTS / FINTECH WORKFLOWS

## Tools for credit, finance and compliance.

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.

FA08 

### Credit underwriting

Organize borrower financials, coverage ratios and covenant headroom into a sourced credit review.

FA09 

### Credit monitoring

Review financial periods, covenant headroom and tracked exceptions as new evidence arrives.

FA10 

### Due diligence

Connect document requirements, findings, open questions and workstream owners in one review.

FA15 / FA16 

### Reconciliation & close

Match ledger records, review reconciliation breaks and track close tasks and period variances.

FA17 

### Fund administration / NAV

Build a NAV support bridge from supplied assets, cash, liabilities, fees and accruals.

FA19 

### KYC case preparation

Organize ownership evidence and required documents into a case for compliance review.

Choose the workflow your team needs to see.

[Request a quotation](https://aurelquant.com/request-a-quote/?intent=finance)

START WITH YOUR WORK

## See AurelQuant for your team.

See how AurelQuant fits the companies, markets and financial reports your team works with.

[Request a quotation](https://aurelquant.com/request-a-quote/)