Introduction
MyValutico is a customisable feature within the Valutico platform that empowers users to create a branded, automated valuation experience for clients.
Designed to streamline lead generation and enhance reporting outputs, MyValutico acts as a personalised valuation marketplace that connects users with clients through structured data collection, branding, and guided valuation exports.
Key Functionalities
Custom Templates
Select from predefined templates that align with your valuation approach. These templates originate from the Qualitative Assessment module and allow for structured evaluation of non-financial factors.
View Custom Templates
Indicative Report Exports
Generate reports in PowerPoint format. Exported files reflect both the selected valuation methods and your custom branding. Export templates are based on the Export Reports module and support consistency in client-facing outputs.
Email Template Customisation
Edit and personalise outgoing emails used to share valuation results by modifying the subject line and body text, setting a custom sender name and reply-to address, and adjusting the confirmation and follow-up messages to better suit your communication style and branding.
Getting Started: How to Set Up My Valutico
Access My Valutico Settings
Log into your Valutico account.
Go to your Profile section located in the bottom of the navigation bar and navigate to My Valutico Settings.
Field | Description |
MyValutico Name | The name displayed in communications and reports. |
Website URL | The destination where the questionnaire will be embedded. |
Privacy URL | A link to your privacy policy page. |
Mailing Address | Used in the footer of our client-facing emails. |
Configure Questionnaire & Export Settings
Select a Questionnaire Template
Choose a My Valutico template (powered by the Qualitative Assessment module).
Select Indicative Report
Choose a preferred export from the Export Reports module.
Enable Smart Pre-Fill (Optional)
Automatically fill questionnaire fields such as:Client name
Company name
EBITDA or EBIT
(Requires Co-Pilot to be enabled)
Define Valuation Methods
Choose which valuation methods will be included in the analysis.
Customise Branding
Set colour themes for:Headings
Page elements (buttons, sliders, etc.)
Custom Final Message
Write the message that will appear on the final screen of the questionnaire before submission.
Note: You must have access rights enabled for My Valutico.
Please contact our support team at [email protected] if the feature is not visible in your profile settings.