Platform Overview
The analytical engine behind your research.
Valuatum delivers critical stock research software solutions to stockbrokers, investment banks, and asset managers worldwide. When clients choose Valuatum, one of the key deciding factors is the platform's ability to offer full financial models that calculate future estimates based on historical data or consensus inputs.
This capability creates practically unlimited possibilities for generating pricing multiples and analytical parameters — such as forward ROE — that are simply not available in any other commercial solution.
Platform Features
What the Valuatum platform delivers.
All Valuatum equity research solutions are fully configurable and delivered as a service — including ongoing maintenance and development.
Full Financial Models
Automatically generated, fully transparent financial company models. Future estimates calculated from historical data or consensus figures — with complete auditability.
Screening & Target Prices
Screening lists and automatically generated target prices with back-testing capability. All parameters — including forward multiples — available for stock screening.
PDF Report Library
A structured library of PDF research reports, automatically generated and consistently formatted. Ready for distribution to clients and investors.
PowerPoint & Word Add-ins
Add-ins that fetch live platform data directly into your report templates. Edit, publish, and update without manual data entry or reformatting.
SSO & User Permissions
Single sign-on or user ID/password authentication. Granular user group permissions for controlled access across your research team and client portal.
White Label Option
Deploy the Valuatum platform under your own brand. Full white-label capability for firms that want a seamless client experience under their own identity.
Who It's For
Trusted by sell-side and buy-side professionals.
Sell-Side
Stockbrokers & Investment Banks
Produce higher-quality research at greater scale. Automate model updates, generate reports from templates, and give analysts more time for insight — less for data management.
Buy-Side
Asset Managers & Private Equity
Access interactive research libraries and extranet tools built for portfolio managers. Consistent financial models and screening capabilities across your entire coverage universe.
See Valuatum in practice.
We offer free two-week trial access to our research portal. If you'd like to explore specific valuation models, report templates, or platform components, contact us to arrange an online demonstration.
Trials carry no obligations toward future purchase.
Reach us at contact25@valuatum.com or +358 45 123 0308