Running Finance as a service, Research Tools

Finance Agency Implementation, Retainer Research Delivery

Learn how to package Finance's live market data, SEC filing parsing, and prediction-market tracking into recurring research retainers for investment advisory and financial consulting clients. This course covers point budgeting, scheduled briefing setup, report automation, and pricing models that protect your margin while delivering sourced intelligence.

Open the decision record for Finance

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
Entry tier price from pricing_tiers (not specified here, but listed in pricing_tiers data)
Time to first value
Days (as per time_to_value)
Payback
Not modeled - requires client pricing and usage data.
Guided implementation
8 hours

Assessment

Finance shows strong potential for market research agencies, offering sourced data and automation. However, the lack of white-label and multi-client management limits its use as a direct client-facing tool, positioning it as an internal research engine.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Active Finance subscription (tiered pricing)
  • Polygon API access for real-time market data
  • Polymarket account for prediction market data
  • WhatsApp Business account for client communications
  • Web browser and secure internet connection

People and inputs

  • A dedicated team member to manage Finance setup and configuration
  • Client briefing documents or templates to standardize reporting
  • Integration documentation for Polygon and Polymarket APIs
  • Internal knowledge base for troubleshooting and best practices

Estimated investment: Lowest vendor plan price, as listed in pricing_tiers (entry tier). Additional costs may include Polygon API fees and Polymarket usage. No setup cost is explicitly published.

Included with the course

7 working documents for delivering this service.

  • Finance Point Budget Planner for Client Tiersworksheet
  • Scheduled Briefing Setup SOP (Tickers, Timezones, Formality)sop
  • SEC Filing + News Research Workflow Templatetemplate
  • Monthly Research Retainer Pricing Calculatorworksheet
  • Client Onboarding Checklist (Polygon + Polymarket Preferences)checklist
  • Markdown Report Export Customization Guideguide
  • WhatsApp vs Web Delivery Decision Matrixtemplate

Listed by name. These documents are not yet published as individual downloads.