Boutique Research Firms
Publication-ready analytical views for institutional research notes. Finance-correct methodology, branded output, no engineering budget needed.
The boutique research challenge
Boutique research firms — typically 5-30 people producing institutional-quality analysis for hedge funds, asset managers, and corporate clients — face a peculiar technology gap. Their analysis is world-class. Their chart tools often aren't.
The typical setup: analysts do their work in Excel or Python. When it's time to produce client-facing output, they screenshot their charts, paste them into PowerPoint or Word, and export as PDF. The result: static, low-quality visuals that don't match the intellectual depth of the research.
The alternatives are either too expensive (Bloomberg at $24k/year, enterprise factsheet tools at £20-100k+/year) or too basic (Datawrapper can't do options analytics, yield curve interpolation, or any finance-specific computation).
How Quadesto fits the boutique research workflow
1. Upload your data: CSV exports from Bloomberg, Refinitiv, or your Python pipeline. Or connect directly to FRED, Alpha Vantage, or your proprietary data API.
2. AI proposes the visualization: Quadesto recognizes the data pattern and suggests the correct chart type with correct methodology. Options chain → vol surface with SVI fitting. Yield data → interpolated yield curve. Futures strip → forward curve.
3. Refine via chat: 'Change the color scheme to match our brand.' 'Add a 20-day SMA.' 'Show the 10Y-2Y spread as a separate panel.'
4. Export: Branded PDF for client reports. Interactive embed for your research portal. High-res PNG for presentations.
The methodology advantage
What distinguishes Quadesto from generic chart tools for research firms is the methodology layer. When you upload yield curve data, Quadesto doesn't just plot points — it applies monotone convex interpolation, the same method used by central banks and desk quants. When you upload options data, it applies SVI calibration for the vol surface.
This matters because your clients — institutional investors — will judge the technical correctness of your visualizations. A yield curve with linear interpolation (kinks between data points) signals amateur work. A properly interpolated curve signals rigor.
Pricing context
At £149/month for unlimited everything, Quadesto costs less than a single Bloomberg function key rental. For a boutique firm billing clients £5,000-50,000 per report, the ROI on better visualization is immediate.
No per-seat pricing means your entire team — analysts, editors, designers — can use Quadesto without counting licenses. No enterprise procurement process means you can start today.