SYSTEM AND METHOD FOR THE CREATION, REVIEW AND REVISION OF INVESTMENT BANKING MATERIALS

摘要

A system and method for the creation, review and revision of investment banking materials is described. The system includes an end-to-end software application that assists investment bankers in creating decks to present to their clients. The decks contain a mixture of publically-available and confidential information presented in charts and tables together with textual commentary and advice. The user is shown charts and if preferred, a chart can be immediately placed into a deck. Each chart has the bank's branding and style guidelines (e.g., colors, fonts) encoded such that charts are presented to the user pre-formatted. The system supports auditability, chart linking, and visual alerts. The system and methods can be executed on various devices, including pad and tablet computers, desktops and workstations, smartTVs, and mobile telephone units.