FolioSure is a comprehensive portfolio monitoring and reporting solution designed for private markets, including private equity (PE), venture capital (VC) funds, and fund of funds. It combines advanced technology with human intelligence to streamline the entire data journey, from collection to report generation, offering full control over the portfolio's lifecycle.

Acuity's Broker Vote and Scorecard Automation Tool is a comprehensive solution designed to streamline the broker vote process for investment research firms. This tool efficiently processes and analyzes votes, providing data-driven insights and optimizing commission revenue for global financial services firms

FundMETRIX is a comprehensive data and investment reporting managed services solution powered by a custom technology platform. It offers efficient data management, report production, and investment reporting tools to ensure data quality and enhance speed to market

The Automated Financial Model Builder is a tool developed by Acuity Knowledge Partners to streamline the process of creating and maintaining financial models. It automatically retrieves financial statement information from company filings and populates relevant data points in standardized MS Excel templates, significantly reducing the time and effort required by analysts.

BEAT RFP Pulse is an AI-powered RFP solution developed by capital market experts to automate and streamline the Request for Proposal (RFP) process for financial institutions. It leverages advanced technologies like large language models (LLMs) and Generative AI to reduce response time, enhance productivity, and improve operational efficiency

FilingsHub is a centralized platform for financial and regulatory filings that streamlines research and analysis for financial professionals. It offers real-time alerts, multi-country coverage, and comprehensive tools for tracking, analyzing, and sharing company filings and financial data

CreditPulse is an AI-powered tool designed to streamline credit report writing and analysis. It leverages large language models to generate summarized commentary for various sections of credit risk reports, including business descriptions, management bios, financial performance, ownership structure, and industry analysis. The tool combines generative AI with deep domain expertise to deliver highly analytical credit reviews for effective risk governance.

BondsHub is a digital managed service for municipal bond issuers that combines proprietary technology with expert municipal analysis. It offers comprehensive coverage of all states and sectors in the US, providing a solution for municipal bond-related macro information and enabling users to spend less time on research and focus more on optimizing investment decisions

BEAT AdInspect is an end-to-end automated workflow tool designed for financial services firms to streamline the submission, review, approval, and archiving of marketing and advertising materials. This highly customizable solution aims to minimize risk, reduce costs, and increase efficiencies in the compliance review process

ProfileHub is a centralized profile repository platform designed to streamline the creation and management of buyer or target profiles for faster execution of pitch materials in the financial services industry. It offers real-time access to curated profiles, enabling users to generate formatted profiles quickly and efficiently

BEATFlow is an adaptable workflow management system tailored for the financial services sector. It offers seamless project management, centralized document storage, and comprehensive reporting capabilities, designed to optimize workflow processes and enhance collaboration

CovenantPulse is an automated solution designed to enhance credit risk governance practices by providing in-depth understanding of debt/loan covenant compliance. It offers early warning signals of deteriorating covenant quality and generates advanced covenant analytics, available as both a self-service SaaS model and a comprehensive managed services model.

BEAT Aura is an automated financial model builder that streamlines the process of extracting financial data from company filings and updating Excel models. This tool is designed to enhance efficiency and accuracy in financial research and analysis.

EDGE is an award-winning platform that provides end-to-end consultant database (CDB) update services. It combines smart technologies with specialist staff to ensure high-quality updates across a wide range of global and regional databases. The platform automates the update process, reduces turnaround time, and increases efficiency, making it a cost-effective solution for asset managers

TombstoneHub is a SaaS-based product designed to streamline and automate the creation of credential slides (tombstones) for investment bankers and advisory firms. It addresses common challenges such as disorganized deal information, inconsistent formats, and manual formatting efforts by providing a centralized platform for efficient tombstone generation in any client template

IntelPulse is an advanced analyst enablement solution that automates and accelerates information gathering and analysis for secondary research across industries and regions. It utilizes multiple complex ML-powered models to process private and web-based/unstructured information sources for bespoke business queries.