Client-ready fair-value outputs—no six-figure terminals.
Everything financial advisors need to deliver exceptional client insights
Get Bloomberg-quality data and analytics at 90% less cost. Professional market intelligence starting at €99/month instead of $24,000+ annually
Generate comprehensive client-ready valuations in under 2 minutes. Instant peer analysis, multiples, and market positioning for any public company
Fully customizable reports with your firm's branding, logo, and styling. Professional client presentations that showcase sophisticated financial analysis
Seamless integration with Salesforce, HubSpot, Microsoft Dynamics, and other major CRM platforms. Automate client data and portfolio management workflows
Access institutional-grade market data and valuation tools at a fraction of traditional terminal costs.
Generate client-ready valuations in minutes with automated peer analysis and market positioning.
Create professionally branded reports that enhance your firm's credibility and client relationships.
Integrate seamlessly with your existing CRM to streamline client management and portfolio tracking.
Scale your advisory practice with enterprise-grade tools designed for growing financial advisory firms.
From client presentations to portfolio analysis—comprehensive tools for every advisory workflow
Instant valuation snapshots and peer analysis for quarterly client meetings
Data-driven insights and market positioning for stock recommendations
Professional market analysis and sector insights for client communications
Comprehensive company analysis with financial metrics and peer comparisons
Impressive branded reports that showcase your analytical capabilities
Portfolio risk analysis and diversification recommendations
Everything financial advisors need to know about ValueEQ
Join financial advisors who deliver exceptional insights at 90% less cost than traditional terminals