The Future of Fundamentals
Fundamental Insight exists to modernize investment research by replacing overly complex, traditional reports with a cost-efficient, mobile-friendly solution that empowers today’s investors to make faster, smarter decisions.
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Integration
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Step 1
Customize your iFrame
Match to your brand, colours & fonts.
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Step 2
Embed Widget Versions
Use key analytics like the Fundamental Signal or Nowcasting within your instrument lookup pages to entice users to click through to the full dashboard.
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Step 3
Add Target Price & Analyst Consensus
Take advantage of high conviction directional trends.
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Step 4
Harness our API for deeper integration
Add analytics to key pages like watchlists & holdings for higher visibility.
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Public Website
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Step 1
Create a Landing Page
Showcase the independent, high-quality analytics available through your platform.
Impact: Fx Oro Case Study
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Investor Outreach
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Step 1
Market Insights Webinars
Instructional webinars with TC analysts discuss market conditions, core functionality & common use cases.
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Step 2
Embedded Promotion
Add clickable banners to email newsletters.
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Competitive Analysis
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Differentiation
Modern UX, Snackable Insights
A clean, intuitive interface that delivers key information in easily digestible formats—perfect for quick understanding and smart decisions.
Affordable Access
Designed to be budget-friendly without sacrificing depth or quality, making advanced tools accessible to all investor levels.
Simplified Research
High-level scores and peer comparisons streamline analysis, helping users quickly identify opportunities and make informed choices.
Economic Context
Integrates market data with economic trends, offering a clearer view of how broader forces impact investment decisions.
Customer Audience
Product Manager
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Modernizing how fundamental analysis is leveraged and making it actionable
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Looking to provide advanced analytics and a customized investor journey
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The goal is to show clients they're innovating with advanced, AI-driven research
Marketing Manager
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Wants to improve engagement with users
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Aims to drive data-driven decisions leveraging actionable AI insights
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Provides actionable insights and customized content
User Audience
Experienced Investor
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Stays informed & finds ideas using fundamental analysis & screeners.
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Manages risk by keeping up with corporate events and reviewing actionable research
Excited Self-Starter
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Fundamental analysis is a core part of their investing strategy, as they look to make data-driven financial decisions.
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Looking for actionable analytics & research