Financial analysis platform for institutional teams
Bank analysis ≠ corporate analysis. One platform, built for both.
Banks run on the prudential stack — NIM, CET1, funding mix. Corporates run on filing-traced fundamentals — segments, cash flow, capital returns. 340 covered companies across 9 sectors, both tracks normalized, comparable and maintained on one desk.
340 covered companies · 9 sectors
United States · 108 more companies across 17 markets in the pipeline
Banks & corporates in one platform
A sector-native framework for each
Full platform access
Every module, ready on day one
Coverage on demand
Additional names, same standards
Source-traceable throughout
Every formula, every underlying disclosure
Sector-native templates, never a generic model
Research that runs alongside your analysts
What you get
One subscription. Full access. Standard workflows across banks and corporates, ready to work from day one.
Standard workflows
Every workflow is available across banks and corporates, with bank-specific treatment applied where it matters. Regulatory Overview and Subordinate Bonds are the two bank-focused modules.
On the Stat Book
Open any company and you land on the Stat Book — up to 10 years of annual and quarterly history, the full income statement, balance sheet, cash flow and credit scorecard, with every derived ratio showing the formula behind it.
Work inside the platform, or pull the same numbers into your own Excel models with live formulas.
No module unlocks
Every plan carries every research module across the whole covered universe from the first day, priced per user. Enterprise adds AI chat and higher watchlist and saved-view limits for larger teams.
See pricingExcel add-in
Your model, wired to the filings. Live formulas pull Vitati360 numbers into the spreadsheets you already run.
Live formulas. Six VITATI functions pull figures straight into the cells your model already uses, and refresh when new filings are processed.
A full Stat Book in one click. Insert a company’s complete normalized financials — income statement, balance sheet, cash flow and ratios — as a formatted block.
Peer comparison, one currency. Compare several companies side by side, converted to a single currency, as a time series or a latest-period snapshot.
Every number traced to its filing. Values link to the SEC filing they came from and stay numbers, so SUM and every downstream formula still work.
Exxon Mobil · EBITDA, five years, one formula
Built for the daily work
Everything around the analysis, already in place. The tools that keep a coverage list current between reporting seasons.
Watchlists
Keep the names you cover in one list and open any of them in a click.
Saved views & chart templates
Save a peer comparison or a chart recipe once, then reapply it to any company.
Recent events
Material events from 8-K filings on each company’s overview, as they are filed.
Insider activity & major holders
Form 4 insider transactions and 13G major-holder filings next to the fundamentals.
Tearsheets
A one-page analytical profile of any company, ready to share or export as a PDF.
Data checks
Figures are checked against the filing, and any open check is flagged on the number itself.
Coverage
Is your company covered?
Search all 340 covered companies by name or ticker, see the years available for each, and preview its headline figures. 108 more companies across 17 markets in the pipeline.
Who uses Vitati360
Institutions that run on fundamentals. Buy-side, treasury, risk, strategy and investor relations — all working from the same normalized, sourced dataset.
Buy-side & Asset Management
The peer dataset is current before results day. Screen, compare and monitor exposures across banks and corporates without rebuilding the comp set every reporting cycle.
Treasury & ALM
Comparable funding, liquidity and capital metrics across the counterparty universe — updated within days of filing, and consistent across institutions that report on entirely different bases.
Risk & Capital Management
A credit view that holds up in committee: capital, leverage, liquidity and asset quality across every name, benchmarked on one framework regardless of how each institution chose to report.
Strategy & Corporate Development
Sector and peer views built on a single standardised source — so the strategy session opens on a shared factual baseline, not four datasets that disagree about the same metric.
Investor Relations
Management walks into every analyst call, roadshow and shareholder meeting with the peer data already assembled — not rebuilt under time pressure the morning results drop.
One dataset, read through whichever framework the desk works in.
Why Vitati360
A working platform built for institutional analysis.
You open the platform and start working. The numbers are normalized, the formulas are visible, and the underlying source disclosure is one click away.
Sector-native analytical models
Banks and corporates are analysed differently because they report differently. Each gets the framework its disclosures actually warrant, instead of one generic template stretched across both.
Transparent methodology and data lineage
Every derived metric shows its formula and traces back to its source disclosure. Select any metric and the calculation opens, each input named and sourced. The result is a dataset you can interrogate rather than one you simply consume.
A maintained analytical dataset
340 covered companies across 9 sectors, spanning the United States, with 108 more companies across 17 markets in the pipeline. Typically updated within days of filing, with priority names available sooner. The dataset is ready when the next analysis begins.
Three layers of depth
Start with the full platform. Add companies on demand. Commission custom analysis when the mandate needs more than the standard workflows. The depth scales with the work.
Inside the platform
Look inside any module. Select one to see the question it answers and what sits inside it.
Modules
Company Intelligence
What does this company actually look like?
Open any company and you land on the Stat Book — up to 10 years of annual and quarterly data, full income statement, balance sheet, cash flow and credit scorecard. Every derived ratio shows the formula and the inputs behind it, each traced to the disclosure it came from.
Work inside the platform, or pull the same numbers into your own Excel models with live formulas.
Open it in the live demoHow it works
Start with the full platform. Extend when you need to. The platform is ready on day one; your coverage and analytical depth can grow past it.
Full platform access
Subscribe, and work from day one.
Every module, across the whole covered universe of banks and corporates, available the day you subscribe. One login, and nothing staged behind a later unlock.
Every module · Whole universe · Day one
Expand on demand
Request the coverage you lack.
Need a bank or corporate from outside the covered universe? Request it, and it is added under the same analytical standards and the same platform structure as the rest.
New names · Same standards · On request
Custom analysis
Go deeper when a mandate needs it.
When the work needs more depth than the standard workflows reach, the research desk delivers against the same normalized, filing-traced dataset your analysts already use.
Credit notes · Risk scorecards · Databases
You start with everything ready. You add coverage when you need it. You commission deeper work when the situation calls for it.
Analytical depth
Domain knowledge built into the platform. The frameworks reflect how institutional teams actually work, not generic financial templates applied uniformly across industries.
Developed and emerging market banks
Capital adequacy, liquidity, funding and asset quality on one prudential framework — built so a US money-centre bank and a GCC lender read on the same basis. 108 more companies across 17 markets in the pipeline, including Saudi Arabia, the UAE, Qatar and Kuwait.
Cross-sector, cross-jurisdiction
Energy, industrials, technology, utilities, consumer and more, normalized across IFRS, US GAAP and local reporting standards. Sector-native definitions across 9 sectors rather than one template stretched to fit everything.
Jurisdiction-specific context
Each bank’s capital and liquidity read against its own requirements — CET1 against its regulatory minimum, LCR against its floor — sitting alongside the issuer-level financial data rather than in a separate document.
FAQ
Questions. Answered.
Anything not covered here? Write to us — every question gets a substantive reply within one business day.
[email protected]A financial analysis platform for institutional teams, covering 340 companies across 9 sectors. As-reported financials, normalized analysis and standard analytical workflows in one place — for banks and corporates, each through its own analytical structure. Work inside the platform, or pull the same numbers into your own Excel models with live formulas.
Vitati360 — two tracks, one desk
Try it on your own coverage.
Explore company data and the screener free for 14 days. Every request gets a reply within one business day.