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More Value for Value investors from Value Sense It's your call either to become a smart investor or remain blind. Buckle up: https://app.valuesense.io/

#TBT to four months ago at #FACTSETFOCUS when we unveiled Portfolio Commentary—a game-changer for the buy-side and wealth management professionals! Portfolio Commentary is our cutting-edge, #GenAI-powered solution, designed to deliver detailed, source-linked commentary that makes understanding the key drivers of portfolio performance easier than ever. By leveraging large language models (#LLMs), Portfolio Commentary transforms the labor-intensive task of writing attribution summaries. This tool simplifies and accelerates the process, saving time and effort while ensuring accuracy and depth. Experience how #PortfolioCommentary can empower you with clearer insights and more efficient workflows: https://bit.ly/4cVKzkK

We all know that good data is a valuable business asset. Successful companies apply appropriate due diligence to understand their customers' and suppliers' capabilities, set realistic credit terms and view previous trading behaviour. identeco's Business Support Toolkit provides business data, financial intelligence, and sector insights to help organisations manage risk, improve cash flow, grow their business, and identify new opportunities. Our range of toolkits offer solutions to support every sector. #BusinessData #FinancialIntelligence #BusinessGrowth #DataManagement

🎬 Discover how the digitalisation of financial reporting opens up new perspectives and how to take advantage of them! ↗ How is digitalisation changing corporate reporting? ↗ What are the best tagging practices to stand out? ↗ How electronic data can be used and leveraged by investors? ↗ How electronic data can be used and leveraged by issuers? ↗ First feedbacks on data quality ↗ How can we check for data quality? Our latest webinar together with Corporatings is now published and available for you to watch and re-watch. Watch now by following the link below! 🎬 #ctrlprint #corporatings #data #xbrl #esef

How the digitalisation of financial reporting opens up new perspectives ? We addressed this question last Wednesday during our webinar with CtrlPrint Some key take aways : 👉 Data is already being used in Europe. And more broadly, in the United States, this question isn't even being asked anymore. Many insights can be found in the studies presented. 👉 Issuers can already use data and benchmarking features to improve tagging or study peer publications. Thank you Layal Nsiri and David Boust for pushing the boundaries of digital reporting. 🔗 Research paper from CFA Institute : https://lnkd.in/eMhy7DYC 🔗 Research paper from Financial Reporting Council : https://lnkd.in/ehQNA94P #IFRS #AI #Data #XBRL

📢YCharts is live at the Aligned Capital Partners Conference! Ready to level up your client conversations and grow your AUM? Connect with João Chavira and explore how YCharts Proposals can help you: ✅ Deliver clear, actionable investment insights ✅ Create custom presentations that truly captivate ✅ Break down complex data to build trust and strengthen relationships But don’t just take our word for it—here’s what Ben Peters, JD, CFP®, Chief Compliance Officer at Burton Enright Welch, has to say: "YCharts allows us to explain our investment ideas and back them up with data. Customizing reports with fresh data and a professional look has been a game-changer in our client communication."

Explore the future of model portfolios with custom indexing! 🚀 Join us for a webinar led by Tom Ham, CEO of Calton Wealth Management, to discover how this innovative approach can revolutionise your client service. Don't miss out - book your place now! 👉 https://lnkd.in/eGkupdaT #Adviser3point0 #CustomIndexing #ClientRelationships

Read our latest blog post on how Customer Lifetime Value analytics, powered by Theta's CLV Ultra model, can provide private equity firms with a strategic edge in investment decisions. Learn how CLV insights can improve due diligence, drive superior returns, and support successful exits by accurately forecasting customer behavior. https://hubs.la/Q02NFz6s0

Complex business processes, lots of stakeholders, tricky business rules, in a domain you've never worked in? EventStorming is our #1 tool for collaboratively exploring complexity before you start to code: https://bit.ly/3Uh0nZS

We understand that in the fast-paced world of technology, it’s easy to get lost in the noise. That’s why INform54 is designed to prioritize what truly matters. With the INform54 MBD workspace, your firm can: 🔍 Optimize Pipeline Management: Track and manage your pipeline effectively, ensuring nothing falls through the cracks.  💡 Gain ROI Clarity: Transparent insights into ROI allow you to make decisions that drive your firm forward.  📈 INformed Decision Making: With clear and actionable data, your business development efforts are always on point. In a world overflowing with data, let INform54 be your guide to clarity and efficiency. Discover how we’re making a difference for MBD teams, one prioritized insight at a time. Learn more about INform54 in the link below.  https://bit.ly/4b3qbxv #TechTuesday #INform54 #PipelineManagement #ROI #BusinessDevelopment #LegalTech