ModelIQ by BWit Advisors

ModelIQ is an AI-powered Excel add-in designed for investment research and financial modeling teams. It automates the extraction, structuring, and updating of financial data directly from company filings such as quarterly results, annual reports, and investor presentations.

Unlike traditional solutions that standardize data into rigid templates, ModelIQ preserves the “as-reported” structure of financials, ensuring alignment with how companies disclose information and ~how analysts actually work and preserve the intergirty of the numbers.

Key features include:

* Automated extraction of financial data from filings with source traceability

* Creation of structured historical datasets for new company coverage

* One-click refresh to update models during earnings releases (within minutes)

* Audit-ready data with source references and validation checks

ModelIQ helps analysts significantly reduce manual effort, improve accuracy, and accelerate turnaround time — enabling teams to focus more on analysis and decision-making rather than data collection.