From the first draft to the client's inbox โ DREAMS automates every step of your research workflow. Created by ex-JPMorgan leaders who knew exactly what was missing.
| Company | Analyst | Rating | Status |
|---|---|---|---|
| Infosys Ltd | R. Sharma | BUY | โ Distributed |
| HDFC Bank | P. Mehta | HOLD | โณ In Review |
| Reliance Ind. | A. Kumar | BUY | โ Distributed |
| TCS | S. Patel | SELL | โ Draft |
India's most comprehensive equity research ERP. One platform, every step โ from analyst's first draft to simultaneous distribution across Bloomberg, Factset, and your research portal.
DREAMS manages every handoff automatically โ nothing falls through the cracks, and compliance is never an afterthought.
Every tool built by people who lived the problem โ former JPMorgan technology leaders who knew exactly what research teams needed.
Pre-programmed Word and PowerPoint templates eliminate the formatting grunt work entirely. Financial data auto-populates from EquiBASE the moment you open a template. P/E band charts, price charts, and front-page summaries generate in seconds โ not hours.
EquiBASE normalises financial data across global accounting standards and recalculates price metrics in real time. Every report starts with data that's already validated, fresh, and ready โ so publication day never means last-minute data scrambles.
One-click delivery across every major channel, followed by real-time engagement tracking. Heat maps reveal exactly how deeply each report is read. MIS dashboards surface your most active clients โ so the sales team can follow up with surgical precision.
The only platform that offers all capabilities natively โ no feature gating, no request-based limitations, full control in your hands.
| Feature | โฆ Equitec DREAMS | Competition 1 | Competition 2 |
|---|---|---|---|
| Authoring Tool (EquiRep) | โ | โ | โ |
| Full Customisation | โ | โ | โ |
| Command Center / Dashboard | โ | โ | โ |
| Self-Service Company Addition | โ User controlled | Request based | Request based |
| IT Admin User Management | โ Full control | Request based | Request based |
| EquiChart โ Charting Tool | โ | โ | โ |
| EquiBASE Financial Database | โ | โ | โ |
| Modular Workflow | โ | โ | โ |
| Compliance Module | โ | โ | โ |
| One-Click Distribution | โ | โ | โ |
| Client Manager (CRM) | โ | โ | โ |
| Auto Responsive HTML Reports | โ | โ | โ |
| Bloomberg-Type Query Builder | โ | โ | โ |
| Merge Tool | โ | โ | โ |
| Research Portal | โ Full access | โ | Restricted |
| MIS with Heat Maps | โ | โ | โ |
From India's largest institutional broking houses to Middle Eastern banks and Asia Pacific investment managers โ DREAMS runs research operations globally.
Equitec was founded in 2008 by ex-JPMorgan executives with over 60 combined years in business technology. We didn't build DREAMS by guessing what equity research teams need โ we had lived those problems firsthand as Head of Business Technology, Asia Pacific.
Today we operate from Mumbai, Bahrain, Malaysia, and Canada, serving 30+ clients ranging from India's top 10 broking houses to regional banks and investment managers across three continents.
AR
MD
AN
AS
Join 30+ leading broking houses. Quick implementation, low cost, immediate ROI. Let us show you what DREAMS can do for your team in a live 30-minute demo.