Financial data management | Insight for Blue Curve

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Products
- 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.
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.
Technology
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Financial data management software that enables sophisticated, flexible financial reporting

Blue Curve Insight effectively manages all financial data required for financial research production and other complex financial document publishing processes.

Single, consistent financial data source

Bringing your financial data together in a single database allows it to be easily accessed by a variety of methods. Distribute your financial data to documents, built in Microsoft Word or Powerpoint; publish financial data to the web; put it directly into emails and send financial data to third-party consensus publishers. Do all this safe in the knowledge that your financial data is correct and consistent.

Key Feaures of Insight financial data management

Collate all financial data, including forecasts, into a single data source;

Control data mapping, calculations, data types, data labels and data formats;

Seamlessly integrate Microsoft Excel models and commercial data feeds;

Validate data submissions and manage errors;

Manage data publishing using data workflow, data sources, and the data change audit trail;

Easily extract data to Microsoft Excel using Excel functions;

Publish to web sites using the Blue Curve API;

Seamlessly integrate data into documents using Blue Curve BluePrint;

Provide management reporting on accuracy of forecasts, analyst activity and much more.