Proto Financial
Proto Financial is a desktop software application used to assemble trading and research dashboards that allow you to interactively integrate, analyze and report on disparate data.
Why Proto Financial?
Effective data-driven decision making requires good, clean data and relevant analysis. In an ideal world – data would magically be centralized & flawless, and every analytic function would be IT controlled. In the real world, data sources are often decentralized, and integration and analysis is carried out manually by end users in Excel.
The problem: How do you provide reliable, automated analytical tools to support the evolving data-driven processes that are critical to your business, without introducing the costs, complexity and rigidity inherent in traditional IT solutions?
Proto Financial fills the gap between Excel and traditional IT solutions. Proto will give you the flexibility and agility to stay on top of changing requirements with the peace of mind that your key data-driven processes are automated, reliable and auditable.
Key Functional Product Benefits Include
In-Memory Data Processing
Proto Financial can connect directly to many, disparate data sources and then dynamically integrate, clean and process that data in memory. This accelerates delivery timelines, allows you to extend “fixed” systems, and cuts out unnecessary costs associated with setting up & maintaining single purpose databases.Sophisticated, Flexible User Interface Building
Spreadsheets are constrained by “the grid,” leading to confusing and limiting user interfaces. Proto Financial will allow you to quickly converge on a concise, intuitive, and sophisticated user interface resulting in a superior end-user experience and accelerated project delivery timeline.Analytical Depth and Flexibility
With Proto Financial you won’t hit a wall when you have to coerce together unclean, loosely related data and then tie in different analytical processes along the way to generate results. Unlike most dashboard & reporting environments, Proto Financial will give you the analytical freedom to answer all data-driven lines of questioning.Modular Architecture that Supports Building Reusable Processes
Proto Financial makes it easy for users to identify, encapsulate and publish out reusable processes and entire portions of the user interface after they have been built. The result is an organically grown library of relevant, pre-tested components that accelerate ongoing development and flatten the learning curve for less technical developers and end users.Agility without Compromise
Unlike spreadsheets, Proto Financial clearly separates the data, logic and user interface so that you can modify dashboards quickly and confidently. Stay on top of changing requirements with “15 minute feature” additions that do not slowly erode the integrity of your analytical tools.Non-Programmers can Develop with Proto
Proto’s primarily visual and modular assembly environment is accessible to people without software engineering experience. Business analysts and other non-programmers have learned to edit and create dashboards with Proto Financial in as little as one week and/or 1-2 small projects.Features
Proto Financial's unique feature set allows it to solve a wide range of problems that fit this pattern:
- Integrate data from many disparate and dynamic sources (e.g. spreadsheets, databases, market data providers)
- Clean, process and analyze data
- Display results in interactive charts, graphs, and tables and then share reports or export results
Getting Data
Proto Financial includes many useful data connectors:
- Microsoft Excel spreadsheets
- CSV and similar broker datafiles
- Microsoft Access, Microsoft SQL Server, and other ODBC-compliant databases
- WSDL-backed web services
- Bloomberg Professional Service
- Use VBA to connect to virtually any other data or service
Cleaning, Normalizing, and Processing Data
Proto's flexible data processing capabilities include:
- Built-in modules for filtering, sorting, normalizing, calculating, remapping and VLOOKUPing
- Web services support lets you exploit sophisticated SOA-based processing
- Use Excel as a calculator, including your existing Add-ins
- Included VBA IDE means you can extend Proto's data manipulation capabilities without limit and incorporate external libraries
Presenting Results, Taking Action, and Sharing Output
Proto's presentation layer can:
- Analyze results in interactive dashboards featureing tables, charts and graphs that support visual drilldown and filtering
- Export to Microsoft Excel
- Write data to CSV files, Microsoft Access, SQL Server, or other databases
- Produce PDF reports using Crystal Reports
Next Steps
- Contact sales to learn more about how Proto can help you.