Expert Financial Modeling & Data Management Solutions
Unleash Your Potential with Custom Financial Consulting and Data Analytics Services
Corporate Finance
Communicate with clarity
Valuation
- Intrinsic valuations
- Fairness Opinions
- Valuations for mergers, acquisitions, and divestiture
- Employee share ownership planning
- Business restructuring
- Purchase price allocations
Financial Planning & Analysis
- Working capital management & analysis
- Revenues forecasting and costs budgeting
- Cash flow analysis and management
- Pension plan budgeting
- Life style and financial goals planning
Financial Process Improvements
- Accounting process improvements
- ESG & strategic positioning
- Management & employees issues
- Technology and IP
Financial Management
- Costing & pricing analysis
- Capital investments and analysis
- Venture funding and distributions
- Cash flow management
From concept design to completion, our team assists companies in designing and implementing innovative business systems. We integrate flexible and modular financial models to evaluate and capitalize on business opportunities, maximizing your return on invested capital. Additionally, we can help you build a robust financial management structure, minimize operating frictions with clear financial forecasts.
Asset Management
Optimize rules and decisions
Diversification & Optimization
- Multi-level vectorization under mean-variance portfolio theory (MPT)
- Compare performances by Sharpe, risks, and returns
- Optimal asset allocation with different time frame
Risk Management
- Value at Risk (VaR) hybrid approach
- Risk plotting and tail distributions
- Credit Value Adjustment (CVaR) generated probability of default
Simulations
- Price and volatility simulations
- Monte Carlo Simulation with Black-Scholes-Merton (BSM) model
- Graphic and technical analysis for individual stock or portfolio
Portfolio Management
- Data support for North America stocks and ETFs
- Portfolio balancing rules and methods scenario analysis
- Model risk forecast and value at risk (VaR) analysis
- Robust portfolio returns and risks charting and data set system
- Algorithm backtesting and trading
Revolutionize your investment practices with Asset Management Technology Solutions. Our platform seamlessly automates transactions with risk analytics, turning your firm into a research lab. We also offer data-driven asset allocation optimization and risk management technologies to help you make rule-based decisions. Learn more in portfolio management technology.
Digital Transformations
Develop the digital culture with our technology partners and solutions
Digital Adoption
Adopt cloud-based accounting, CRM, & digital marketing platform to seamlessly manage your operations and finances. Connect different business applications and core data for your business.
Digital Integration
Imagine you can isolate and control each or groups of your muscle cell. Wouldn’t that be convenient if you want to shape up? With cloud controlled data, we can help you build infrastructures or outcome specific platforms for your business.
Digitization
Before you start, you might not know how or where you should start. For many businesses and financial professionals, sorting and organizing data might be the first and biggest challenges. Our team will help you extract your data from different formats and store them into ones that can be indexed and categorized.
Database management
Access data through a cloud based portal (platform) for your data display and analysis purposes. You can easily access data directly from your internal IT supports.
Unlock the value of your data with our Digital Transformation solutions. Our cloud-based platform helps you optimize operations and automate recurring processes. With seamless integration of multiple cloud-based applications, you can streamline your workflow without incurring the cost of expensive infrastructure.
Canadian companies might be eligible for a grant and 0% interest rate loan through the CDAP. Check your eligibility here.