The Opportunity Radar: the heart of the service
Every week you’ll receive a proprietary Excel file that represents a true map of the certificate market. It’s not just a simple list, but a structured analysis that includes:
- ISIN code and specific type of each analysed certificate
- Detailed analysis of underlyings with focus on “worst of” in baskets
- Precise calculation of distance from barrier (we only include certificates with at least 50% distance to ensure adequate safety margin)
- Barrier level expressed as percentage of initial strike
- Annualised coupon yield for immediate evaluations
- Current certificate price as percentage of nominal
This tool, developed and refined through years of experience, will allow you to immediately identify the most interesting opportunities without wasting hours on research and comparisons.
One-to-one training for concrete results
The value of data depends on the ability to interpret and use it. That’s why we include an individual coaching session with our specialists. During this meeting:
- You’ll learn to effectively read and interpret each section of the Radar
- You’ll receive tested strategies to present certificates to your clients
- You’ll discover how to organise your commercial activity around this tool
- You’ll get personalised answers to your specific questions
The goal is to make you operational and autonomous in the shortest possible time, providing you with the skills to transform analyses into effective commercial proposals.
Reserved area: your strategic archive
Access to the reserved area allows you to consult the complete history of Opportunity Radars. This archive becomes a valuable tool to:
- Analyse market evolution over time
- Verify historical performance of similar certificates
- Build presentations based on concrete data
- Answer precisely to questions from the most demanding clients
Continuous commercial support
The certificate market constantly evolves and each client presents specific needs. Our team remains available for:
- Consultancy on specific commercial strategies
- Support in managing particular situations
- Suggestions to increase business volume
- Updates on relevant regulatory or market news
Who the Start Plan is for
This plan is ideal for financial advisors who:
- Want to start working seriously with investment certificates
- Seek professional tools without excessive investment
- Desire immediately applicable practical training
- Need support in the initial phase of their journey
