Trading & Risk Management

From company filings to risk alerts, prepare the evidence your analysts need to review.

Guide prices are a starting point when publishing jobs. Agree the final scope and price with your selected provider.

• Company Filings & Risk Updates

  Checks company filings, compares reporting periods and prepares source-linked research notes for your analysts.

  Speed / update

  5 minutes

  Running cost / update

  $0.22 – 0.28

  Guide price

  From $1,728

• Financial Model Checks

  Checks your financial model for broken formulas, mismatched figures and unsupported assumptions before review.

  Speed / model

  3 minutes

  Running cost / model

  $0.22 – 0.42

  Guide price

  From $1,152

• Investment Data Room Analysis

  Answers your investment questions from deal documents, with source links and conflicting figures clearly shown.

  Speed / review pack

  10 minutes

  Running cost / review pack

  $1.43 – 3.43

  Guide price

  From $1,296

• Loan Covenant Compliance Checks

  Reads borrower reporting packages, recalculates the covenant tests in each loan agreement and lists passes, breaches and open questions for your credit team.

  Speed / package

  10 minutes

  Running cost / package

  $0.50 – 1.00

  Guide price

  From $1,512

• Sanctions & Adverse Media Alert Review

  Compares screening hits with your customer records and prepares source-linked notes for analyst review.

  Speed / alert

  2 minutes

  Running cost / alert

  $0.17 – 0.25

  Guide price

  From $1,296

• Trade Confirmation Matching

  Reads counterparty trade confirmations, compares their terms with your booked trades and lists matches and breaks for your operations team.

  Speed / confirmation

  2 minutes

  Running cost / confirmation

  $0.09 – 0.17

  Guide price

  From $1,224

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