As a template for migrating investment research and analysis to the web, SoftPak's Equity Analytics Suite (EAS) is an ideal solution for enabling enterprise-wide access to critical investment information. It gives the right people access to the right information at the right time, leading to better, well-informed decisions.

Starting with a suite of six tightly integrated screens, our EAP provides access to the most frequently used information from any of your investment databases. Such information includes portfolio characteristics, performance attribution, stock selection tools and fundamental stock data. The number of screens can be expanded and customized to include data from vendors such as Barra, IBES, World-scope, Compustat and IDC; depending upon which data vendors a given investment firm subscribes to.

Don't need the whole suite?Just take the screens you need.

You can choose the screens that best fit your needs:

  • Portfolio Characteristics
  • Portfolio Holdings
  • Performance Attribution
  • Security Fundamentals
  • Security Selection
  • Security Data
  • Security Who Owns


    Download EAS Data Sheet
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