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Research Libraries and Portals

Valuatum offers brokerage firms and private banks tailored online research libraries and portals. Utilizing Valuatum’s Smart Analysis Engine and the newest Java technology, the portals become impressive entities with versatile functionalities that support your business operations. Every research library supplied by Valuatum is a unique entity in terms of content and functionalities. The customer can also decide on the visual image of the library. Our sophisticated solutions enable effective interaction between a broker and an investor.

Combining interactive research libraries containing up-to-date information with comprehensive functionality significantly improves a brokerage firm’s profile in all customer segments. Unique profiles for different customer segments can also be created in the research library. This enables production of services with different content levels both for professional institutions and active private customers. Valuatum’s research library or part of it can be made a permanent part of the customer’s internet banking service, online trading system, or other web service offered.

Features include:

  • Up-to-date company views
    • income statement, balance sheet, cash flow statement
  • Up-to-date value determination
    • Fundamental and relative pricing, extensive peer group comparison
    • Reverse value determination
  • Up-to-date market information
    • shares, indices, ETFs
  • Estimate simulation
  • Database search
  • Analysis of personal investment portfolio
  • Brokerage firm’s model portfolios

Mobile Solutions

In today’s rapidly changing environment, investors value the possibility to get company updates and access research information when they are not in front of their PC’s. Interactive research portals that are mobile optimized or based on dedicated mobile applications, help the investors to follow the updates.

Valuatum’s research portal supports mobile-based browsing. Valuatum offers this advanced, mobile optimized solution as a separate package. Stockbroker’s customers, and other investor groups, value the possibility to get updates and access information anytime and anywhere. Morning reports, spot comments, and RSS-feeds are examples of the content to be consumed using mobile access.

Valuatum, together with selected partners, provides also customer specific mobile solutions and applications. These solutions are always designed together with the customer to fulfill the specific needs. The stockbroker, private equity manager, investment banker, and portfolio manager all have different needs that Valuatum will fulfill.