Extra help where you need it
Technical Analysis is a difficult discipline and it becomes a lot harder when you want to take a scientific and quantitative approach to it. Let’s face it, it’s a lot easier to make subjective calls on “value” rather than making a call on price direction. It’s hard to be wrong when a stock is rated as being good value. If it goes down, “it’s now even better value”. If up, then “I told you it was good value”.
If you are like a lot of our clients, you have probably spent years building a process, and while it is effective, you are spending too much time on manual tedious tasks. Optuma can help by automating so much of your work flow. But it takes time to learn Optuma and set up all the features that you need. The great thing is that Optuma is a blank canvas and you can do almost anything. The worst thing? Optuma is a blank canvas and it can be overwhelming to get started.
Optuma Consultation is aimed at areas where we see that our clients need extra help that is beyond the typical product support that we offer. Many of our clients work these things out for themselves, but if you want to short-cut the learning experience and get set up quickly, one or two sessions with our staff may be all that you need.
To arrange a consultation, please contact our support department so that they can assign the best person for you.