Analyst Access
A dedicated workspace for independent analysts and advisory firms. Bring your research, client projects and professional judgment together, then create reports, presentations and newsletters under your own brand.
Already a member? Open Analyst Access
Start with general research or open a client. Your notes, methods and conclusions remain yours.
Search your covered regulatory briefs, revisit saved research and follow available reading sources. Keep official publications, external reading and your own analysis clearly identified.
Coverage is selected before checkout. Brief history begins at activation; a separate reader subscription keeps its own archive rights.
Record the client’s industry, products, markets, priorities and open questions. Organize original documents, research and notes in their space, with general notes available outside a client project.
Private notes stay private unless you choose to share them with authorised team members.
Use a monthly calendar or list to track official dates and your own milestones. Link preparation and follow-up to the client it concerns, while keeping the source behind an official date visible.
Official deadlines and your own tasks are separate. Client information is kept out of external calendar feeds.
Save your firm’s guidance, checklists and preferred report structures. Carry useful research between projects without forcing every client into the same finished format.
Your professional judgment determines the assessment and the work you deliver.
Save your logo, colors and output preferences. Edit reports, prepare presentations and write newsletters with a connected library of your work.
Export reports as PDF, presentations as editable PowerPoint, and newsletters as HTML or plain text. Review the finished work before sharing.
Work in Analyst Access, use the documented API/MCP operations in your own systems, or combine both. Scope keys to the access you need and control sharing for supported reports.
Your independent analysis is yours to deliver. Republishing Cresthaven Analytics briefs or supplying its data onward requires separate licensing.
Change the firm name. Follow the source. Edit a Note and see it in the report.
Changes stay in this example and clear when you leave or reset. The public source is dated August 27, 2026; no later publications are checked here.
Illustrative workflows, not customer case studies or promises of particular source coverage.
Trade compliance
Build a client report around your findings, source references and next review.
Financial regulation
Prepare a presentation in your firm’s style and refine the editable slides.
AML
Prepare a branded client report with your findings, source references and areas for further review.
Industry research
Export a branded newsletter as HTML or plain text for your existing publishing tools.
Create your named account, select the business and available agencies you work with, then review the exact coverage and monthly terms before payment.
Up to ten admitted agencies per business. Available coverage is shown during setup. Client logins and bespoke integrations are outside this subscription.
$999/month
Three named users. Ten active client/project spaces.