 Tools
Top Line Advisor tools for understanding and preparing financial analysis fall into three categories:
1. Glossaries - Easy to read definitions of key terms and concepts relating to the financials of a bank, thrift, bank holding company, and credit union. These glossaries provide a useful reference that reinforces the principles and concepts used in the analysis models
2. User Guides - "How to" guides for using the web sites to find and access data used in the analysis models. These user guides have step-by-step instructions with sample screen shots so even the most "PC challenged" user can make the most of the information available.
3. Analysis Models - Excel spreadsheets that provide powerful analysis in tables and charts of specific institutions and/or peer groups. These models have been developed by experienced analysts so that any user who can "copy and paste" in Excel can produce professional and readable analyses.
All tools are delivered on a CD with a file "pick list" for easy access to the item of interest.
These tools are specifically designed for three types of clients served by Top Line Advisors. Click on the tool of interest to you for a full description.
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INSIGHTS FOR BANKERS
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FLUENCY IN THE FINANCIAL LANGUAGE |
INSIGHTS FOR CONSULTANTS |
Glossaries
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Glossaries |
Glossaries |
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User Guides |
User Guides |
User Guides |
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Analysis Models
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Analysis Models
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Analysis Models
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