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Nexa Author

From first draft to every inbox, in one place

Nexa Author is where investment research is written, approved and published. Start from a news story or a template, take every report through your own approval stages, and send it out in every format your clients read, with a full record of who did what.

Book a Nexa Author demo From story to inbox
From story to inbox

A news story in the morning, research in clients’ inboxes within the hour

Most of that hour is your team’s judgement. Nexa Author does the rest in minutes.

Minutes

The story arrives

Your news feeds are read and tagged to the companies, sectors and countries you cover.

Minutes

A first draft is written

Start a report from the story and the first draft is already there, ready for the analyst.

Your reviewers

Edited and approved

Editorial and compliance sign off in your own workflow, with every figure’s source checked.

Seconds to minutes

Every format, every language

Web page, PDF and slides in seconds; audio and video in minutes; translations not long after.

Under an hour in all

In clients’ inboxes

Sent to your distribution lists at publication, and into Nexa CRM for a sales note.

Authoring

Write the way your desk works

Reports are built from sections: front page, summary, valuation, financials, disclosures. The whole team writes together, each on their own section, and nothing is lost along the way.

  • Every report type, every structureFrom quick updates to sector deep dives, each with its own template and workflow.
  • Nothing gets lostSection locks, autosave, version history, tracked changes and comments.
  • Already written elsewhere?Upload a finished Word, PowerPoint or PDF report and it goes through the same approvals and distribution.
  • Live numbersTables and charts are tied to each company’s financials, and the Excel add-in sends figures and charts from your models straight into the report.
Front page
Investment case
Valuation
Financials
Risks
Disclosures

Six sections, four authors, one report, each section moving through the workflow as it is approved.

Workflow and compliance

Compliance built in, not bolted on

You design the workflow for each report type, such as writing, editorial, compliance and publication, with named approvers at every stage. A report moves on the moment a stage is signed off.

  • Guard-rails while you writeRestricted instruments are flagged, and every figure taken from the web keeps its source; approval flags any that have lost one.
  • Safe revisionsRevise a published report as a new version. Earlier versions stay viewable, and you decide whether to re-send.
  • A complete historyEvery approval, lock release and publication is recorded, with each published version kept.
Writing3 analysts
EditorialApproved 09:12
ComplianceReviewing
PublicationScheduled 10:00
Help when you want it

Help that works for the analyst, under your control

Nexa Author drafts a section when you ask, reviews it at any stage and suggests improvements, but it never publishes anything on its own.

  • Suggestions arrive as tracked changesAccept or reject each one, and see what was suggested next to what your desk approved.
  • Ask, in plain English, typed or spoken“Which of my reports are at compliance?” “Who read the note?” Ask can also start a report or approve a chapter, once you confirm.
  • Describe a table“Summary P&L 2022–2025”: the table is built from your data, kept live and saved for reuse.
  • Your rulesAdministrators decide what Ask may do: allowed, always ask, or off. Every change it makes is marked in the history.
Write once, deliver many

One report. Every format your clients read.

Publish once and Nexa Author produces every output from the same content, so nothing is reformatted by hand and every version says the same thing.

The web page, PDF and slides are ready in seconds; the audio and the captioned, presenter-led video follow within minutes. Translated editions come as web page, PDF, audio and video, with numbers, tables and disclosures exactly as published.

Web pageResponsive, any device
PDFWatermarked per reader, digitally signed
SlidesFor the sales desk
EmailResponsive
AudioFull and 2-minute
VideoPresenter-led, captioned
Translated editionsThe same report in your readers’ languages, ready for their choice in Nexa Portal
Distribution and insight

Get it out fast. Know what landed.

Distribution your way

Send to Nexa CRM lists and tags, with exclusions per report, scheduled sending, and hold and resume when something changes.

“Who got it?”

A complete record of who received each report, and when, for your own peace of mind and for the regulator.

Readership dashboards

By report, report type, country and reader, plus what readers do in Nexa Portal: searches, time on page, scroll depth and plays.

Start from the news

Turn a story into a report in a click; the first draft is written from the story, with its source attached.

Company dates

Results, board meetings and investor calls for the companies you cover, on your dashboard, with alerts.

Excel, connected

Model figures, charts and tables synced in seconds from Excel (on Windows, Mac or Excel for the web) straight into your research, with locked figures that refresh from the data you load.

In pictures

Nexa Author, screen by screen

Click any screen to see it full size. Screens show illustrative content only.

The report editorChapters, live tables and tracked changes.
Workflow and approvalsEvery report’s stages, approvals and locks at a glance.
AskQuestions answered and changes proposed on a card.
The finished PDFBranded, and made when the report is published.
The distribution emailResponsive, one template per report type.
Readership dashboardsReads over time, how far readers got, and where they are.
From a news storyStories on the companies you cover, ready to start a report.

Put Nexa Author to work on your research

We set up your report types, templates, workflows and brand with you, so your first live report looks and runs exactly as your desk does.

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