Microsoft Office Templates and Software for Investment Research Authoring and Distribution

Research authoring and production software

Research Solution delivers accurate investment research in a familiar Microsoft Office environment. Author for PDF and online distribution with unparalleled flexibility and ease of use. The platform integrates a dedicated research database, stock analysis, expert authoring templates, automated publishing tools and web portal.

The database generates consistent calculations and stock analysis based on uploaded analyst models and live data feeds. Microsoft Word authoring templates with workflow, combine excellent visual quality, speed and simplicity. Multi-format content is distributed via email and a dynamic web portal.

Data

Research Solution's database calculates and aggregates data from analyst financial models, live market data and all other dynamic feeds. Analysts submit forecast changes to the database using a single click from their standard Excel models, with no change in working method. Calculations are fully configurable by sector or stock.

Authoring and distribution

Dynamic data and compliance content is automatically populated into Microsoft Word templates across your publication collection. Intuitive authoring tools manage all document and data formatting. Multi-format rendering targets content to the optimum medium (Word, PDF, XML etc.) where it is distributed via email and Research Solution's web portal.

Workflow

Research Solution's workflow runs above the authoring and publishing system as a task-based publishing management system from Analyst to the Editing/SA, Compliance and Publications teams. Tailored browser pages display documents according to role and responsibility. Progress is driven by tasks and email alerts configured for each workflow.

Stock analysis

Analysis of your stock universe is performed quickly and easily using the Stock Analyser. Forecast and performance data can be interrogated and compared. Results are easily exported to Excel for further analysis and manipulation.

Web Portal

The web portal publishes dynamic research online, in both HTML and PDF formats. Interactive market data is automatically ingested to ensure financials are always up-to-date. A comprehensive library of documents and supporting content also provides historic research, sector coverage and analyst expertise. A search tool and contextual hyperlinking enables swift navigation on any devise in a fully responsive layout.

Working with us

Mediasterling is the leader in combining the highest visual quality output with fully automated research document generation and online delivery. With over 25 years' experience, we give sound, practical advice from report design through to technical delivery, implementation, training and support. Read more

Investment Bank

Mediasterling are truly best in class. Upon launch, we started seeing time savings and gains in efficiency almost immediately. From the analysts' side, it took them much less time to write a research report. From the editors' side, it became possible to give more focus to improving the quality of writing. With our products requiring less work input and yielding better quality output, we're allowed in turn to focus more on our service to our own clients, fully justifying our investment.

Senior Editor

Investment Research

Pitches and Presentations

Reports, Templates & Tools