Capital IQ Pro Office

Create refreshable models, access pre-built templates, discover Excel screening, and more: all with one-click refreshing. That's the power of the Capital IQ Pro Office Add-In.

Sometimes, there is such a thing as free lunch. Our Financial Modeling team is on-hand to create customized models for you. We start by converting your existing internal spreadsheets and linking them to our data. Then, we strategize new models with you. Like all of our highly-rated support services, there’s no extra cost and you can request models at any time.

Stop copying and pasting over and over to update simple formulas. Because Capital IQ Pro Office pulls data directly from our database into Excel, all you need is one click to refresh a model or data set with the latest information. Save time and automate key processes, especially for spreadsheets that require consistent updating or complex formulas.

Our philosophy around data quality comes down to one thing: transparency. With Capital IQ Pro Office, you can review our data points back to the source. For most calculations and methodologies, one click can reveal how we arrive at our numbers.

Start your screening analysis directly in Excel. Build your criteria by applying a variety of filters, from financial and market data to demographic and even asset-level, to quickly sort through millions of data points and find the essential intelligence you need. Save your screens so that intricate searches can be automated and refreshed with one click.

We work with clients across every segment of the global economy: from the governments who create policy, to the corporations who fuel the economy, to the financial companies that support them. Chances are, we have a pre-built template for your specific need, tailored to your workflow. And if we don’t, we can build it for you, to your own specifications, at no additional cost.