FIN ReporterFI Navigator
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FastTrackInvestors FastTrack
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Related Products
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About
Meetings focusing on your institution’s performance don’t usually get scheduled with a lot of lead time. FIN Reporter delivers complete control to users on reports, metrics, peers, time spans, and graphics to create custom content for any meeting scenario. How can you ensure that your meeting content precisely matches the meeting focus and objectives? Transform unprecedented data into presentations that create consensus and fit any meeting time frame. Compare and contrast your institution’s performance against peers or stand-alone trends, then zoom in on specific metrics that matter most during the conversation. Produce differentiating meeting content that resonates and creates an impetus for action. UBPR or FPR report formats, over 50 pre-built FIN reports, and quick click metric zoom. Peer group on/off toggle, and time span change toggle. Profit, growth, risk or offering reports, multi-metric report view, and single metric report view.
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About
FastTrack is an investment research and portfolio analysis tool that gives investors and financial professionals access to institutional-grade market data, analytics, and tools to screen, compare, and model investments across stocks, mutual funds, ETFs, and indexes with over 35 years of verified dividend-adjusted historical data. It simplifies investment research by letting users quickly sift through thousands of securities with advanced comparison tools, create custom rankings based on risk, return, expenses, and other metrics, and perform sophisticated portfolio analysis to gauge performance or test new strategies across full market cycles. FastTrack supports flexible time-frame analysis beyond standard intervals, delivers comprehensive risk and return metrics, and provides dashboards, charts, heatmaps, and reports to visualize insights. It also offers APIs and Excel add-ins for data integration and export, and model portfolios to bring investment strategies to life.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Financial institutions and businesses seeking a solution to generate reports for any meeting
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Audience
Serious investors, financial advisors, and portfolio managers who need professional-grade market data and analytics to research investments, build and backtest portfolios, and make informed decisions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFI Navigator
Founded: 2011
United States
fi-navigator.com/performance-reporting
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Company InformationInvestors FastTrack
Founded: 1989
United States
fasttrack.net
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Microsoft Excel
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