System and method for pricing of a financial product or service using a waterfall tool

A system for analyzing a financial services pricing process, comprising:

• means for receiving data from a plurality of sources in a tool;
• and
• means for generating a waterfall including
• means for measuring a plurality of predetermined pricing metrics using the received data, and
• means for graphing the predetermined pricing metrics;
• wherein the waterfall identifies a present value of each of the predetermined pricing metrics in relation to others of the predetermined pricing metrics.

A method for analyzing a financial services pricing process comprising the steps of:

• receiving data in at least one input file of a pricing process summary tool from at least one data source;
• processing the received data using at least one data analysis tool of the pricing process summary tool;
• generating a pricing process summary including the sub-steps of
• measuring a plurality of predetermined pricing metrics, and
• graphing the predetermined pricing metrics;
• wherein the pricing process summary identifies a present value of each of the predetermined pricing metrics in relation to others of the predetermined pricing metrics.

A system for analyzing a financial services pricing process, comprising:

• means for receiving data in at least one input file of a pricing process summary tool from at least one data source;
• means for processing the received data using at least one data analysis tool of the pricing process summary tool;
• means for generating a pricing process summary including
• means for measuring a plurality of predetermined pricing metrics, and
• means for graphing the predetermined pricing metrics;
• wherein the pricing process summary identifies a present value of each of the predetermined pricing metrics in relation to others of the predetermined pricing metrics.