The Palm Finance Model delivers material operational efficiencies across your organization and has been highly regarded by the Fed and other regulators. It links a uniquely structured historical analysis module with a robust, fully integrated seven-year projection engine capable of handling even the most complex capital structures. 

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Our model connects directly to both FactSet and CapIQ, enabling seamless enterprise-level valuations. With this level of integration and automation, clients report reducing analytical workflows by over 75% over the life of a transaction. Model roll-forwards and ongoing portfolio management become dramatically more efficient.

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We've successfully deployed the Palm Finance Model in highly regulated global financial institutions. Our team provides white-glove service, including:

• Gaining alignment across key internal stakeholders

• Customizing the model to your firm’s specific needs

• Conducting robust training for global teams

• Providing 24/7 support through rollout

• Delivering clear, scalable training materials for onboarding and continuity

 

The outcome? Faster workflows, fewer errors, and a measurable improvement to your bottom line.