Valuatum Product Benefits
The main idea behind the product
Our software delivers equity research numbers from brokers
to their customers (institutional investors) in such format
that the numbers are widely reusable. The idea is to take
full advantage of the valuable and extensive work of sell-side
research analysts and thus save a lot of both brokers'
and their customers' time.
Main idea of Valuatum product: full utilization of
broker research efforts
The picture above describes:
Traditional way: Currently the major part of
broker research numbers stays at brokers excel-models.
Only a small part of it goes to customers in static PDF-documents
where the numbers are difficult to utilize for investors'
Valuatum solution provides all the research numbers
from broker's excel models to customers' own analysis:
9000 parameters/company can be found and more importantly
also used by customers. Besides graphs and tables showing
company research numbers very transparently, the system
includes also time-series information about old estimates,
aggregated sector information, seach-tools for all data
and comprehensive yet easy-to-use valuation models for
all companies. Every solution enables also that the data
is taken to other applications such as Excel, but e.g.
the Valuatum valuation
model is much more flexible than Excel based models.
Valuatum system vs. standard research
How Valuatum Platform differs from standard research
(Click picture to enlarge it.)
Valuatum Platform is designed by analysts for
broker and fund management industry. It is not designed
by IT-professionals like the other solutions on the market.
That is the reason why Valuatum has also been able to
redesign some processes (automatic year change, automatic
evening of assets and liabilities, dynamic link strucutures)
inside Excel valuation models and set in order the processes.
It has also enabled us to develop comprehensive valuation
models inside the system with 9000 parameters/company
and over 50.000 formulas. These two things provide the
basis for the whole system. Without either of them we
would not have been able to update every price-dependent
figure daily or make everything automatic and thus absolutely
easy for broker analysts. Without them we would not have
the comprehensive numbers needed to make our product
very different from any other solutions. Without that
comprehensiveness it would not even be possible to provide
any proper valuation models, that save lots of
work from investors and
are thus much appreciated by them.
The main benefits from Valuatum system
- The sell-side analysts can do much more with
less efforts as they get every piece of their research
information easily from database. They do not have to
gather research information any more from Excel models.
They can also get aggregated sector information and
time-series information e.g. about how the estimates
of certain sectors or companies have been developing
in the past. With Excel models the work becomes also
much more efficient as any manual link or year change
updates vanish as they make room for automatic excel
procedures. The excel-model updates become automatic
and thus fast, fluent and flawless. Furthermore analysts
can produce (or update) the research pdf-reports much
faster than before - with only couple of clicks they
update of generate the tables and graphs with numbers.
The total cost reduction or efficiency improvement deriving
from Valuatum Platform within the sell-side analysts
can be up to 30% of the total costs of analysts.
- Customers i.e. investors get almost similar
access to research data as sell-side analysts themselves
: investors save time and effort as they get all
research numbers in reusable format. They fetch easily
any data about any companies or sectors without having
to see the trouble of manual gathering. They can do
their own analysis and build their own scenarios based
on flexible, comprehensive and easy-to-use valuation
models which are always updated with the latest view
from sell-side. The transparency of broker research
goes to level where it has never been before and the
investors appreciate that.
- Brokers at the brokerage desk get also
instantly very comprehensive and illustrative www-view
on all the research. The best thing is that the customers
have the same illustrative web-based interfaces. Thus
it is very easy for the brokers to share and discuss
their views with the customers and the target companies
=> The Valuatum Platform pays itself back already
with the efficiency improvement with the work of sell-side
analysts. However, even bigger benefits can be derived
with it through the improved customer benefits as
it is channeled to improved sales flow. Even one new small
or mid-sized hedge-fund customer (which typically love
this product as they can easily create and test their
own valuation scenarios) can generate more sales flow
than the monthly cost of Valuatum Platform is for mid-sized
Want to know more?
For more information see:
Excel integration and conversions
Templates - How to generate research pdf-reports quickly