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- Insight
- Blue Curve Insight effective manages all financial data required for financial research production and other complex financial document publishing processes.
- Create
- Blue Curve Create is a simple-to-use yet highly automated document creation module. In conjunction with the BluePrint module
- Process
- Blue Curve Process is a powerful workflow management system for processing financial research and other complex financial documents. process is the hub of any research management system.
- Comply
- Blue Curve Comply provides a compliance database, automate compliance rules checking and disclosure generation.
- Reach
- Blue Curve Reach is a financial research distribution system. Taking content from Blue Curve, or from other sources, reach formats the content, generates distribution lists and physically transmits the content over a variety of channels.
- Insight
- Solutions
- Research Production for Larger Firms
- Blue Curve’s financial research production platform covers the complete process, offering sophisticated compliance processing, extensive content creation tools, data management, workflow and all encompassing distribution management.
- Research Production for Small Firms
- for a smaller firm we’ve created a simple, off-the shelf solution. Based around a Web Portal, where your published research can be accessed by both internal users and clients, the solution offers a number of simple options.
- Research Production for Larger Firms
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Create complex financial documents quickly and easily with automated content
Blue Curve Create is a simple-to-use yet highly automated financial document creation module. In conjunction with the BluePrint administration tool, Create allows users to quickly produce highly populated, fully integrated and formatted financial documents.
Highly automated financial templates
In our financial research solution analysts start writing in pre-formatted, highly populated Word or Powerpoint templates. Tables and charts are linked to data sources, allowing the document to be refreshed instantly if underlying data changes. Data workflow and data attribute controls ensure data consistency.
Contact us to request a copy of the Create data sheet.
The financial document productivity tools shipped with Blue Curve Create make it easy to insert content in the correct format, reducing the need for extensive editing of financial documents. Simply select your financial data source, such as an Excel range, and Blue Curve will produce a correctly formatted financial chart or table. Introduce variation to your document by inserting pre-defined layout regions or page designs.
Composite financial reports
The majority of financial documents produced in Blue Curve are created using a single template. However, the real power of Create can be seen when producing a composite financial report, such as a sector based document.
Blue Curve Create compiles such financial reports from pre-defined content, which is refreshed with current financial data, in a matter of minutes.
