Category: Financial Services

The Excel financial model templates related to financial services businesses such as banks, insurance companies, wealth management firms, loan providers, peer to peer lending platforms etc.

A useful projection tool to use within the Peer to Peer (P2P) or Peer to Business (P2B) lending space. These platforms have popped up everywhere and retail customers have great opportunity.

Compare two loans with varying criteria and compounding periods.

See how different investment books look like with a database like approach that feeds into 10 year summaries. Report individually or consolidated.

Ever wondered how much you need to charge in order to offer insurance on a given product or service? You will know how much after using this tool.