Web platform
EDI Finance Platform
Solid, precise historical data for decisions you can stand behind.
Fundamental research, fund analysis, indicators, Excel and data delivery, all converging on one consistent base that feeds research, risk and internal reporting.
Let each team pull from its own source and the firm ends up spending more time reconciling spreadsheets than making calls.
Is my analyst still assembling financial statements by hand?
Two hours a day vanish into copy-paste from earnings releases, official filings and stale spreadsheets. The EDI Finance base arrives already standardized, in a consistent historical series.
Is my VaR built on the same prices the front office is actually watching?
Give risk, trading and back office their own separate feeds and the committee argues about figures instead of decisions. Data Feed and APIs help bring sources into line and shrink the gaps between teams, depending on licenses and integrations.
Can I run attribution without the spreadsheet falling apart?
Brinson, Fama, sector, asset, every PM wants the breakdown cut a different way. Platform and Data Feed stand behind the analyses and calculations, while APIs push consistent data into Excel or your own system to run the numbers.
Are my allocator-ready materials out the door on closing day?
Monthly reports, factsheets, peer comps. Platform lets you export reports and put together templates and tailored deliveries for each client.
Would my database survive a 5-year audit with no reprocessing?
Adjusted prices, corporate actions, events. EDI Finance keeps a traceable history, with documented sources ready for back-testing and internal review.
Between 7 a.m. and the closing bell, a senior analyst reaches for the proprietary base five separate times before the committee closes out. Every one of those moments leans on a different piece of the catalog.
The analyst works through an overnight digest, material facts, guidance, rating changes, each one tagged to its ticker.
News APIThe screener trims 400 companies down by multiples and profitability, runs the sector comps and pulls a 10-year series.
PlatformThe analyst pulls financials straight into Excel over the APIs, walks the income statement and stress-tests valuation scenarios.
APIs · ExcelOver Data Feed, the risk team pipes adjusted prices into its own system and recomputes VaR and sector exposure.
Data Feed + APIsSales auto-generates the monthly factsheet, peers and attribution included, and the committee closes the day on one set of numbers.
Platform · PDFThis is no fixed bundle: you build the stack around whichever bottleneck is burning right now. Most clients open with Platform, then layer on Data Feed and APIs as the internal system matures.
Long-only, long-short, pension, multi-strategy, wildly different playbooks, all sitting on the same data backbone for every decision.
We used to burn 6 hours a week just reconciling financial statements. Today the analyst opens the model, not the spreadsheet.
EDI Finance became the one source of truth for research, risk and sales alike. The committee has stopped arguing over which number is right.
We run Platform + Data Feed. What used to be manual grind now flows on its own, straight through to the monthly factsheet.
Book a call and let our team assemble the right EDI Finance stack for your research, risk and sales.
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