Modelling & Data Integration

Your models, data, and history are now fully connected. Institutional model lifecycle management with consensus and peers in one system.

Interactive Demo Contact Sales

Capture and Compare. Publish model lines to time-series; see where you differ from the street and why. Battle-tested Excel model governance, hardened by years of real-world use with institutional teams. Field-proven Excel workflow that handles the edge cases other platforms miss, developed and evolved by hundreds of tier one buyside and sellside analysts for over 20 years.

Excel lifecycle management

Version history, check-out/in, read-only distribution, automated checks via Excel Add-in ribbon. All published line items tracked over time for true research memory.

Fully integrate third party data into modelling

Historic fundamental data from Bloomberg, consensus estimates from Visible Alpha or carbon emissions from Sustainalytics. Any third party company based data set can be integrated into CalibreRMS and linked to Excel models.

Centralised management of team assumptions

Single source of truth for macro assumptions across the team directly linked to models and always kept up to date.

Consensus & peer sets

Instant diffs vs market and custom peers; revision tracking across periods.

Integrate data everywhere

Publish model driven data tables to notes, dashboards, and portfolio views. Pull scorecards into Excel models. Link ESG scores to valuation calculations.