TagniFi is helping investment advisors deliver better results by empowering them with better data. Make data-driven decisions to create more value for your clients.
- Discounted Cash Flow Analysis
- Industry Trading Comps
- Portfolio Look-Through Analysis
- Analyst Estimates and Recommendations
- Quarterly Economic Updates
Advanced Valuation Tools for Investment Advisors
TagniFi's advanced financial data technology provides you with an affordable, all-in-one solution that makes the investment process easier and more profitable.
Instantly calculate the intrinsic value of a company's stock and change forecast scenarios to stress test your valuation on the fly.
Search for public companies by valuation, keyword, SIC code, financials and more. Easily take your analysis to Excel by copying tickers with one click.
Easily compare relative valuations in a peer group to identify long and short opportunities for your clients' portfolios.
Schedule A Demo
See how the TagniFi platform is helping investment advisors with better data. The demo will cover:
Searching for Investment Opportunities
Excel Plugin Features
Excel Models for Investing
Portfolio Management Tools for Better Insights
In addition to all of the data, TagniFi has the extra tools you need to make your investment process more efficient.
PORTFOLIO LOOK-THROUGH ANALYSIS
Calculate a portfolio’s share of each holding’s revenue, income and equity. Rolls up to a portfolio-level view of the revenue and income it is generating.
EXCEL MODEL LIBRARY
Get started with over 3 dozen Excel models for analyzing companies. Simply enter a ticker and the models update with the company's data.
FORWARD VALUATION MULTIPLES
Calculate forward multiples for your portfolio. Estimates are available for revenue, EBITDA and EPS.
The TagniFi Console is a web client for searching and analyzing companies, deals and more. Easily take your analysis to Excel by copying tickers and deal IDs with one click.
TagniFi Excel Plugin
The TagniFi Excel plugin streamlines your investment process. Simply enter the ticker symbol to run your DCF valuation and financial analysis in Excel.