Financial Data Visualization Services

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At Research Optimus (ROP), we pair our clients with experienced teams who can provide top quality PowerPoint presentations for clients, investors, and lenders. We are equipped with the specialized skill sets required to develop a wide range of highly specific presentations including teasers, pitch books, and information memorandums.

Companies stand on the precipice of data overload as a result of advanced technologies rolling out more and more data points for analysis. The continuously increasing speed and complexity at which data is forcing a change in traditional business practices can be overcome through adequate data visualization techniques. ROP's experts assist clients in making sense of this wealth of data, providing insights into easy to consume non-technical business terminologies.

Contact us to find out we can shed light on intricate data sets through our modernized approach to financial data visualization.

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Research Optimus'S Data Visualization Services

ether working with businesses or financial institutions, ROP provides a range of financial data visualization services, including specialist offerings, which are tailored to each client's unique needs and specifications:

Custom Visual Reports

Our data visualization team with the assistance from data analysts helps clients to present relevant information in the most accessible, reader-friendly way. Each report is tailored specifically to its intended audience.

Recurring Reports

By using custom frameworks and dashboards, we can make each reporting cycle a breeze. Our custom processes help us to cleverly and accurately integrate new data periodically.

Portfolio Construction Reports

Our teams can assist clients with the presentation of their asset allocation, sector analysis and sector leadership, alpha factors, risk management, stress tests, and holding overlaps. We ensure that all the required information is presented in a way that is meaningful and easy to absorb.

Performance Measurement Reports

One of our most sought we help clients present their market performance, portfolio gain, and loss, attribution, return attribution, and risk attribution, into meaningful presentations for different internal and external audiences.

Pension Funds Presentation

We create reports that display the most relevant information for pension fund stakeholders. The information covered in these reports includes plan members, members in valuation, post-retirement and retirement programs, contributions vs. benefits, sources of additions, changes in retirees and beneficiaries, and funding ratios.

Data Curation Support

We focus on finding and presenting the most important connections in spreadsheets of any type. Data integration is our strong suit, and we can work with even the most disparate of sources.

Investment Assessment Reports

We offer specialized financial data presentation support which includes comprehensive charts and visuals showcasing KPIs and trends related to stocks, bonds, mutual funds, and ETFs. We also provide summaries and comparisons when requested.

Trading Presentations

We are extremely skilled in transposing each client's data into simplistic, yet effective, presentations of tickers, quotes, and watchlists. Each presentation comes complete with the necessary summaries, timeframes, and any other relevant sequences.

Financial Statements Reports

Our teams compile accurate, simple visual reports for both non-profit and for-profit organizations based on financial statements. We take into account statements of cash flow, financial activity, and operating budgets.

Mutual Funds Presentation

Our experts compile error-free visual reports centered around core components, allocation profile, fees, and performance, return rates, as well as risks and comparisons, benchmarking and summaries.

Hedge Funds Presentation

We can tackle complex hedge fund reports detailing long and short positions, benchmarking, fund characteristics, strategy ranks, ranges, and analysis, strategy averages, fund-level returns, and other pertinent information.

Unique End-Benefits of Availing Our Data Visualization Services

We provide simple, effective data visualization services that accurately represent the required data in a completely accessible way. The benefits of working with our team include:

  • We partner our clients with specialized analysts who have years of experience in the data visualization field. This means we can tackle virtually any project irrespective of complexity.

  • Our team of analysts has experience across several industries.

  • At ROP, we maintain a complex framework of software tools geared towards data mining, business intelligence, financial research and visualization tools.

  • We are dedicated to servicing long-term commitments with our clients. We have partnered with industry-leading firms for several years, helping to lift the burden of time-consuming, tedious tasks.

  • We offer a fast and convenient solution to creating visual reports. Our processes make it easy for clients to receive their periodic reports and presentations on time and without any effort.

  • We can scale our teams up and down depending on our client's needs, which makes us the ideal partner during high-volume periods, including the end of the fiscal year.

  • We take privacy seriously. Our team members are required to sign strict NDAs at the start of every new project.

Visualiaze Your Complex Financial Data in an Unconventional Presentation

At Research Optimus we make financial data visualization a simple, seamless process by creating reliable reports and presentations that help organizations get their point across even to the non-At Research Optimus we make financial data visualization a simple, seamless process by creating reliable reports and presentations that help organizations get their point across even to the non



  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!


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