From engagement to
monitoring, we power
your investment
experience with investor-
friendly tools clear,
simple, and concise.
What do investors look for?
..
- Find actionable Ideas
- Review existing data and analysis for
informed decisions. Access both
Technical and Fundamental Analysis
- Get alerts to monitor their portfolio
How we help: Custom web tools
tailored to clients needs
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- Engage clients with our Morning Ideas
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- Provide a charting tool powered by AI-driven Technical Analysis
..
- Simplify fundamental analysis with a clear, one-page report
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- Customize to match your requirements
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- Quick and effortless integration
..
..
About Us:
We've been creating financial web tools for investors for over 10 years
..
Our Mission:
We help serve investors more effectively
..
Our Values:
Our clients value simplicity, innovation, and excellence
Who we are
Sign up for your first briefing!
Morning Ideas
This tool provides clients with
actionable insights in their
inbox
.
.
1
We design concise, high-quality financial
reports tailored for all investors.
Our reports include easy-to-read
interpretations of key financial ratios,
empowering you to make
informed decisions.
Intelligent Fundamental Analysis
2
AI Powered technical
analysis
3
Harness our AI-powered
charting tool to analyze
technical indicators,
delivering real-time
insights and precision-
driven market forecasts.
..
- Alerting
- Screening
- Customised Report
- Robot advisory
- Profiling
- ...
..
We focus on what matters, delivering state-of-the-art investor modules with precision and impact, no noise, just results.
Additional modules
Morning Briefing
© Excess Return
Support