Streamline your workflow

Helping Financial Professionals get better results for over 20 years

We can help you!

Schedule a call to find out how

SCHEDULE A CALL

Software

Market Data

Education

Consultation

Companies that our clients work for….

client-logo-fi client-logo-ms
client-logo-ml client-logo-bom
client-logo-nm client-logo-rbc
client-logo-mf client-logo-mf
client-logo-p72 client-logo-rrg
client-logo-ww client-logo-adi
client-logo-bh client-logo-op21
client-logo-trg client-logo-mf

What we do best

We help Professional Analysts, Portfolio Managers and Traders with software solutions that are simple to use but are incredibly powerful. 

What our clients say…

I have been using Optuma for around 18 years now both as an government accredited educator, and as a professional fund manager and private trader. As an educator, Optuma makes my job very easy as it has inbuilt tools that help me develop content and teach. It is also simple enough for beginners to use, yet is powerful enough to allow them to develop their skills and knowledge to a high level.

As a fund manager and trader, I need a consistently reliable tool that can not only do the simple things such as trend analysis but allow me to undertake advanced analysis in market timing and other advanced theories, which Optuma does with ease. I also need to collaborate with other analysts, create presentations and many other things in my role, and it seems that no matter what road I chose to take my analysis down or what my needs are Optuma already has what I need before I even know I need it.

Dale Gillham

Chief Analyst/Executive Director, Wealth Within

The best thing about Optuma is that they develop what we traders need and wish. The user interface is extremely user friendly. The tools and scripts can very easily be adjusted. It’s no longer work, it is fun! And if I got stuck, the support has always shown me a solution!

Martin Biber

Gründer & Partner, BiberHummel AG

Technicals are all about visualizing data and Optuma clearly has the most advanced graphics of all technical platforms. The use of “layers” allows a user to organize and manipulate data in ways that are impossible with other software programs. I use this product every day to help manage various portfolios and I encourage everyone to try it out.

Kyle Crystal, CMT

Portfolio Manager, Crystal Capital Advisors, LLC

“Please excuse my language, but holy crap, Optuma continues to blow me away.

Difficult time stringing words together but feature after feature astounds me… i.e., the ability to highlight numerous tools/lines/etc and make it a quick button up top is crazy.

Multi time frame analysis with different periods/averages on the same chart… multi currency – wow.

Flexibility to deal with multiple markets at the same time…. you guys don’t need to give me more reasons to love this thing!”

David Cox, CFA, CMT, FCSI, FMA, BMath

Portfolio Manager, CIBC Wood Gundy

I’ve been using Optuma for nearly 2 years and I chose it as my TA platform because of the company’s dedication to creating the best possible experience for the end user. It’s a platform that really caters to technicians and the company is constantly looking for ways to improve it.

I like Optuma because it’s user friendly, while giving you various tools to work with. It makes it easy for me to organize my work and has allowed me to produce more in less time. The efficiency of report production is remarkable.

I’m able to use Market Analyst on all of my computers, anywhere, any time. I can link market data from various sources or work offline.

Finally, the support staff are friendly, responsive and knowledgeable when I need help with the platform.

Jeff DeSanti, CMT

Technical Analyst and Global Macro Trader, Trigon Investment Advisors

professional-solutions-icon-150w

Professional Solutions

Whether it is new Portfolio Insights, advanced analysis models fusing technical, quantitative and fundamental data, or incredible publishing, Optuma is giving market professionals all over the world the tools to help them excel.

professional-solutions-icon-150w

Professional Solutions

Whether it is new Portfolio Insights, advanced analysis models fusing technical, quantitative and fundamental data, or incredible publishing, Optuma is giving market professionals all over the world the tools to help them excel.

enterprise-solutions-icon-150w

Enterprise Solutions

Optuma has worked with some of the world’s largest firms to integrate internal data (portfolios, ratings, and benchmarks) into a seamless experience. 

Read more here

enterprise-solutions-icon-150w

Enterprise Solutions

Optuma has worked with some of the world’s largest firms to integrate internal data (portfolios, ratings, and benchmarks) into a seamless experience. 

Read more here.

education-consultation-icon-150w

Education and Consultation

From blogs, to CMT courses, to strategy training, our Optuma experts are here to help you.

education-consultation-icon-150w

Education and Consultation

Sed ut perspiciatis unde omnis iste au natus errorae sit voluptatem accusa au mesantium doloremque nor laudantium, totam astrem. Consect au lorem ipsum edipi.

Optuma Professional with Bloomberg*

$249/Month
  • No minimum term
  • Annual Option $2,689.20 (10% Discount)
  • All the features of Optuma Professional plus…
  • Real Time data from Bloomberg
  • Bloomberg CIX’s
  • Bloomberg Index Constituents
  • Bloomberg GICS Sectors
  • Bloomberg Portfolios
  • *Requires a separate licence to the Bloomberg Terminal
Sign Me Up

Optuma Professional Real-Time

$399/Month
  • No minimum term
  • +All the features of Optuma Professional plus…
  • Real Time data from IQFeed (does not include exchange fees)
  • US and UK Stocks
  • Major Indices
  • International Futures
  • Mutual Funds
  • Money Markets
  • Stock and Index Options
  • Forex
  • Basic News
Coming Soon

Custom Enterprise Solutions

Call
  • Private Servers
  • Custom Portfolios
  • Custom Benchmarks
  • Ratings Tracking
  • Extra Custom Data Points
  • Perfect for Department Wide Installations
Call Now

Pin It on Pinterest