Modular Finance

Modular Finance

Modular Finance, founded in 2014, is a leading provider of innovative tools and solutions for the financial industry, focusing on Investor Relations and Banking & Finance. With over 900 customers and 5000 users, Modular Finance offers a suite of products, including:

• Monitor for dynamic shareholder ID, CRM, Targeting and reporting
• Datablocks for creating IR websites
• MFN for publishing and distributing press releases and financial mailings
• Strictlog for UK-MAR insider list compliance
• Estimates for managing analyst consensus
• Holdings, ownership database for Banks & Institutions
• Dataflow for flexible API integration

Our dedicated employees are committed to delivering high-quality, user-friendly tools that provide real value to IR professionals and financial players.

Monitor is an all-in-one Investor Relations platform that streamlines the entire investor relations journey by not only offering comprehensive and proprietary shareholder data, but also:

• Dynamic shareholder identification
• Investor targeting
• Workflow management
• Global investor contact database
• A built-in CRM
• Key data on peer shareholders
• Share price
• Liquidity
• Short selling

Monitor also comes in a user-friendly mobile app for staying informed on the go.

Click here to read more about Monitor

MFN is a powerful, user-friendly and fully compliant press release platform that simplifies publishing company news while ensuring compliance and maximizing reach to all relevant IR and PR channels. It meets regulatory requirements for simultaneous publication, provides tailored distribution to key stakeholders, and seamlessly integrates with websites to automatically publish a full-scale news archive as well as financial reports. MFN offers features like:

• Automatic timestamps
• Word import
• PDF attachments to streamline the publishing workflow

Modular Finance ensures high security, 100% uptime, and free 24/7 customer support. Built-in analytics allow users to evaluate market reactions to their news. MFN streamlines the process of publishing time-sensitive company information while ensuring maximum exposure.

Click here to read more about MFN

Datablocks enable companies to integrate automatically updating financial data and shareholder information into their IR websites using highly customisable modules. It eliminates manual updates and provides unique data from reliable sources in order to spark the interest of new investors or serve as service to current shareholders.

Modular Finance's team works closely with the company's web agency to ensure smooth implementation, delivering modules in a raw format for easy customization. Datablocks enhance IR websites, streamlines processes, and improves the quality of IR communications.

Click here to read more about Datablocks

Strictlog is a user-friendly software solution that streamlines compliance with the UK Market Abuse Regulation (UK-MAR) requirements for insider lists and Persons Discharging Managerial Responsibilities (PDMR).

It simplifies the management of insider lists
Records necessary details
Automatically timestamps changes

Strictlog ensures data confidentiality with:

• Secure hosting
• Encryption
• Two-factor authentication

The user-centric interface enables quick implementation and easy employee adoption, while continuous improvements keep Strictlog aligned with evolving needs. Strictlog allows companies to focus on their core business, confident that MAR compliance is handled efficiently.

Click here to read more about Strictlog

Estimates is a service that streamlines the compilation and distribution of consensus estimates for listed companies. It presents detailed analyst estimates, aggregated consensus, recommendations, and target prices within Monitor, allowing IR teams to track and analyze estimates over time. Estimates is created solely for the listed company, with Modular Finance handling data collection and processing.

It can distribute consensus to major trading platforms and financial media before each report, and provide customized Datablocks modules for automatic updates on the company's IR website. Estimates saves time, provides comprehensive and timely consensus data, and allows comparison of actuals to pre-report consensus. It is available as an add-on to Monitor or Datablocks.

Click here to read more about Estimates

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Services: Corporate access, Corporate branding, CRM databases, Debt IR, Digital platforms, Equity Research, Internet services, Investor analytics, Investor presentations, Investor Relations, Investor targeting and roadshows, IR Strategy, Mobile technology , News providers, Share register analysis, Strategic Communications, UK regulatory disclosure, Webcasting