Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ANALEC Resonate serves as an all-encompassing platform designed for content creation, workflow management, and digital distribution, specifically tailored for teams involved in investment research and corporate content. Analysts can produce formatted reports using customizable templates in Microsoft Word and Excel, which incorporate embedded business logic, while also collaborating in real-time through OneDrive and SharePoint. The platform facilitates the management of approval workflows and maintains comprehensive audit trails, allowing for seamless oversight. Additionally, it automatically integrates charts and data from central repositories and implements compliance controls, which include disclaimers as well as black and grey lists. Content can be distributed through branded portals or email, complete with readership tracking and delivery analytics to gauge audience engagement. To safeguard intellectual property, the system employs watermarking, unique links, and access rights management. Furthermore, it adheres to various regulatory frameworks across different jurisdictions, such as U.S. FINRA, U.K. FCA, and EU ESMA, and features integration capabilities with market data providers. Lastly, the platform incorporates a built-in repository for financial and non-financial estimates, enhancing its utility for users.
Description
Alkymi is an innovative platform that harnesses AI to automate data processes, specifically in the realms of investment and private markets, by transforming unstructured documents into organized, interactive datasets that seamlessly integrate with a firm's existing systems and workflows. This comprehensive solution facilitates the retrieval, ingestion, transformation, validation, and real-time delivery of structured portfolio data extracted from a variety of complex documents, including capital calls, quarterly reports, financial statements, subscription and offering memorandums, and loan agent notices, all from a unified interface. By leveraging cutting-edge AI technology, machine learning, and large language models, Alkymi streamlines numerous investment document workflows, enabling teams to efficiently capture increased volumes of data, enhance operational productivity, expedite deal reviews, and swiftly adapt to market fluctuations, all while accessing richer data in real time. This capability allows businesses to stay agile and informed, ultimately driving better investment decisions and outcomes.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Excel
Yes
Adobe Acrobat Reader
No
Amazon Web Services (AWS)
Yes
Bloomberg
Yes
FactSet
Yes
Gmail
No
Google Cloud Operations Suite
No
Microsoft Exchange
No
Microsoft OneDrive
Yes
Microsoft Power Automate
No
Integrations
Microsoft Excel
Yes
Adobe Acrobat Reader
Yes
Amazon Web Services (AWS)
No
Bloomberg
No
FactSet
No
Gmail
Yes
Google Cloud Operations Suite
Yes
Microsoft Exchange
Yes
Microsoft OneDrive
No
Microsoft Power Automate
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ANALEC
Founded
2003
Country
United States
Website
www.analec.com/resonate
Vendor Details
Company Name
Alkymi
Founded
2017
Country
United States
Website
www.alkymi.io
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No