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Online Broker Solutions

 Online Broker Solution

Valuatum platform is a well packaged equity research solution for online brokers. Our mission is to offer new investment ideas to online broker’s customers.

The platform features include eg. company fundamentals, ready-made stock screening lists and automatic stock recommendations. Fundamental and consensus data can be imported from any major data provider (Bloomberg, Dun & Bradstreet, etc). Online broker specific customization options (features, user permissions, layout) ensure that the requirements of different business needs will be met.

 All Valuatum solutions are delivered as a service (SaaS)

Key benefits

  • More active customers
  • Improved customer loyalty
  • Bigger customer lifecycle value
  • Short time to market

Investment Ideas

investment_tools autorec1Every rational investor tries to maximize the profits on selected risk level. Stock picker’s target is to allocate the capital efficiently without massive information costs. To achieve this target a rational stock picker generates new investment ideas based on some investment strategy. Valuatum platform makes it easy to generate new ideas by offering several ready-made screening lists (eg. dividend picks, value companies) and a possibility to create investor specific lists. In addition to the screening lists a stock picker may even use the automatic stock recommendations Valuatum platform gives. Read more

Company Fundamentals & Consensus Estimates


fundamental_dataAfter an investor has made up a decision which stocks earn more attention the company fundamentals and consensus estimates are needed. Just by clicking the company name an investor may drill down to the financials on desired level. Historical data and consensus estimates on various levels (company overview, quarters, divisions etc.) are available. The system even generates entire Economic Value Added (EVA) and Discounted Cash Flow (DCF) –valuation models of all the companies in the database based on historical figures and consensus estimates. Historical figures and concencus estimates can be fetched from any major data provider (Thomson Reuters, Bloomberg, Inquiry etc) via ready-made interfaces. Read more


Software Deployment & Customization

Valuatum platform can be delivered very rapidly with customer specific layout and configurations. A standard deployment includes customer specific configurations of the layout (CSS changes), user groups, permissions and feature sets.