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.

Services Offered

Software Consultation

When you have a well defined process and you need to get Optuma set up in the shortest time possible. Our software specialists can discuss your specific needs and advise on the best way to set up Optuma. If you need further help in setting everything up, we can connect remotely to your computer and help, or even do a site visit to help.

Strategy Consultation

Do you have technical ideas that you want to test in a quantitative way? Perhaps you need solid research results to show your employer or clients. It is a fact of life that savvy clients, and employers, require you to have fully tested your ideas before they are willing to commit any money. Or do you just need the confidence from full research before you put your life savings into the market?

Optuma has all the quantitative tools you need to achieve this, but are you sure that you understand how to test? Do you know how to avoid the common mistakes that make typical back testing results so hard to repeat in real life?

No matter why, our quantitative specialists can work with you to codify your rules, define the right testing framework, advise on data and time-frames to test over, and provide guidance on ways to improve results without over-fitting the data.

Scripting Consultation

Optuma has one of the easiest scripting languages in the financial industry. The power, flexibility, and raw speed of the language is amazing. Our focus has been to make scripting available to everyone, not just programmers. We’ve created lot’s of resources so that you are able to find the answers you need. From the scripting forum through to the three video courses.

However there are just times when you need more help in setting up the scripts you need. Our specialists are available to help you. In a scripting consultation, we will go over your requirements and immediately tell you if we thing it is achievable or not. For more complex scripts, we often do the work off-line, and when needed, get our developers involved as they have a different way of looking at the problem.

Enterprise Consultation

Software and technology changes fast. Keeping up with the changes is critical for your company. But how do you navigate the plethora of products available? We can help. Our specialists will take your goals and budget and define a staged plan that outlines how you can achieve your goals.

“But aren’t you just going to tell us to buy Optuma?” you may be thinking. The answer is not if that is not the best way for you to achieve your goals. We have told many clients over the years that our products were not suitable for them. We only recommend our products if we feel that they will add value. 

Some of the work we have done has been to design and implement a virtual server solution in one of the world’s largest buy side firms. The server would read in holdings and ratings (and many other data points) and then make that available to users within the firm. The solution kept all the data inside the firm and gave their analysts instant insights that they previously had no access to.

If you have a large project that you think we may be able to help with, we can set up an initial call and decide if our consulting services are a match or not.

Technology Consultation

Computers, and the software that we run on them, have changed the way that we work. When it all works, it is great. Unfortunately, there are times when failures occur and you find that you need to rebuild. If you need it, our support staff can help you rebuild your Optuma setup when you rebuild or get a new PC. So long as you still have access to your work, or a recent backup, we can help.

Support vs Consultation

Since 1996 we have made providing all our clients with exceptional support a hall-mark of our company. If you have a problem with the software, data, or your work, just contact our support desk at help.optuma.com and we will help you. So when does support turn into a consultation? It depends on how long it will take to answer your question or help you. We limit support incidents to 10 minutes, unless it is an issue with our services.

We do all we can to produce videos, articles, and resources to ensure that we can answer any support issue quickly. If it takes longer, then we will let you know that what you are asking for is beyond the scope of typical support and we will give you an estimate of how long we think it will take.

Consultation Fees

All consulting fees are quoted as an hourly charge and billed in 6 minute increments with a 30 minute minimum. If on-site consultation is required, additional costs for travel and accommodation expenses will be added to the consulting fee. 

Software Consultation

Technology Consultation

Strategy Consultation

Scripting Consultation

Enterprise Consultation

$100 per hour

$100 per hour

$150 per hour

$150 per hour

$200 per hour

Consulting fees as of May 2018. Fees are subject to change without notice.

Consultation Request

To arrange a consultation, please contact our support department so that they can assign the best person for you.

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