Equibase lite:

  • A basic report publishing software, consisting of company specific templates with cover page details automation and one click styling tools; along with an excel based chart formatter.
  • The base solution covers 2 basic automated report templates* (Cover form, Styling tool, Exhibit wizard) & a charting tool. Additional templates and automations are charged separately
  • The solution is useful for low volume report publications or for Equity research houses which don’t have a requirement for storing report data

Equibase version 1.0

  • An ERP solution, which streamlines database management, data querying, report publishing and chart formatting tool.
  • The solution covers SQL Database to upload & manage financial and market data, MS Excel based query building module, 2 base Templates which populates Company and sector specific data from the database
  • The solution is useful for High volume research report publications or Equity research house which manage medium to large data banks

Equibase version 2.0

  • A higher version of Equibase which includes database management ERP solution available in version 1.0 along with a workflow management software.
  • It allows managing the approval and compliance checks required for research reports before publishing with options to send out internal email alerts and updates on report status and compliance checks for report.
  • Along with existing features of version 1.0, it benefits research houses who prefer to monitor reports over various internal checks before publications.

Equibase version 3.0

  • Version 3.0 comes with a CRM extension along with components of version 2.0.
  • Client relationship monitoring software, which manages client preferences and interactions and is streamlined from the Core database.
  • Along with existing features of version 1.0, it benefits research houses who prefer to record client interactions and preferences along with archiving research reports.
  • Integrated with MS outlook to provide ease in usability.

Fund Monitor:

  • A client interaction monitor for Fund Managers which stores and analyses broker and investor interactions.
  • A centralized database library to store market and financial details.
  • Broker ranking based on information accuracy.
  • In-build report publishing and chart creation and automation tool.
  • Mail mailing facility for brokers and investors with knowledge banks to record preferences and recurring communications.
  • Synchronized with Outlook to ensure ease in usability.
  • The solutions benefits Fund Managers who wish to centralize their database management, analytical and communication with brokers and investors

NAV Manager:

  • A data library for NAV Funds management
  • Easy upload and download options for NAV factsheets
  • Inbuilt Query module to view funds and benchmarks
  • Mass mailing options to forward daily, weekly and monthly newsletters and nav updates to preferred clients.
  • Knowledge banks for client information and preferences.

Equi-Wealth

  • A direct to PDF wealth Management software.
  • A knowledge bank for managing portfolios on group and individual levels.
  • In built filters and query modules to extract specific information

File Management Software

  • A file distribution software
  • Manage space allocation for internal and external users
  • Easy sharing among peers and vendors
  • MIS log on individual transactions

Quick Research Portal

  • Quick research is an online research portal providing access to Equitec’s research coverage.
  • Inbuilt stock screener to search stocks based on key metrics and parameters.
  • The enriched interface and video manuals provide adequate learning aid for new members to begin from day one.
  • Quick Research portal provides latest regional specific daily market information
  • Free registration to access ready to write reports templates which contain company specific data powered and maintained by Equitec data team.
  • Equitec provides the needed coverage data which is updated every fortnight.
  • Users can use the inbuilt stock screener to view and download their desired outputs.

Equi-Scheduler

  • Corporate Event scheduling and management system.
  • Create and manage event banners
  • Set Start / End registration timer
  • Inbuilt tier allocation on client registration
  • Using its inbuilt algorithm it can assign and schedule meetings as per client tier, one on one meeting and group meeting request, etc.
  • Generate invites and schedule time slots as per client preferences

Equity Monitor

  • A client relationship management tool that allows for maximum collaboration between Sales and Research staff.
  • It has key features such as MIS, different methods of distribution to clients, event schedulers, and other features tailor-made features for equity research firms.
  • Allows analysts to organize tasks, assign tasks to employees in other departments Organize client contact entries and maintain a shared address book (within separate categories)
  • Store research interests as per each contact’s preference
  • Total management control over the system

Equi-Web

  • Online research portal for displaying latest reports, financial numbers and valuations, etc.
  • Equitec provides Hosting, designing, social media marketing and data mining services options to clients
  • Backend Content management software to manage static pages.
  • The solution can be streamlined with Equibase ERP or Equity Monitor allowing it to access reports and relevant data directly
  • We encompasses many different skills and disciplines in the production and maintenance of websites.
  • Our design team covers different aspects of the design process.
  • We design and integrate contact form to the website and get form submissions.
  • The website are made accessible in all browsers like Chrome, Firefox, Internet Explorer and Safari.
  • Bi-lingual websites are possible with the help of our in-house editorial departments

Equi-App

  • iPad and Android based app which are customized as per client requirements.
  • Client login and registration details mapped to database
  • AI to display research reports as per client preference
  • Notifications on latest research reports
  • The solution can be streamlined with Equibase ERP or Equity Monitor allowing it to access reports and relevant data directly

Equi-Distribute

  • A standalone report distribution solution and mail monitoring software.
  • Define mass mailing groups and preferences
  • View email trail log, each time a report is redistributed by clients
  • It can be linked with Equibase v.1 onwards or with Equity Monitor allowing it to access reports & relevant data directly.

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