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Workflows Widgets

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Workflows Features

Create Widgets to Personalize UI

Enables users to customize the interface with color scheme preferences and draggable widgets that display personalized data tailored to each user. Leveraging machine learning to integrate internal data, news widgets, and analytics, providing a comprehensive experience with unique, tailored widgets for news and credit analytics, built with Microsoft and Google technology.

Team Cooperation

Provides specialized widgets for managing internal tasks and streamlining deal-related activities. Publish Widgets and share them with data, visualizations, model output, and custom widgets with clients, counterparties, investors and vendors, providing easy access to essential information. Seamlessly share all work, including data pipeline design, AI interactions, and calculations within your organization.

Exporting data 

Facilitates data export for use in different workflows via email or API, ensuring data accessibility and utility.

Dashboards

Allows users to create their own dashboards with an intuitive UI and unique Widget Generation Technology for seamless data customization and insightful analytics.

Deal Cooperation and Third-party Management

Publish Widgets and share data, visualizations, model output, and custom widgets of your choice to external stakeholders to your workflowers. Clients, counterparties, investors and vendors, now have simple access to what they need providing easy access to essential information. Seamlessly share all work, including data pipeline design, AI interactions, and calculations within your organization.

Deal Management and Investor Outreach

Streamlines the deal-making process, direct origination, and investor outreach with integrated tools. Facilitates efficient negotiation, documentation, and tracking of deal progress. Enhances connectivity and management of interactions with investors, ensuring comprehensive handling of complex financial transactions.

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